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Services -- Consulting

Consulting services are routinely provided as part of my monthly accounting service, at no additional charge.  Consulting services include providing assistance in the following areas:

  • Developing the annual operating and reserve budget
  • Developing policies and procedures required to protect the assets of the association
  • Introducing programs to better manage disbursements, invest available cash, and monitor cash activity
  • Establishing internal control and accounting procedures
  • Developing financial projections, forecasts, and budget analysis to support management decisions
  • Meeting with the board of directors to review accounting systems and internal controls in order to provide recommendations for efficiency improvements in areas like internal controls, accounting systems, and operation procedures