Our team
A Qualified Team Focused on Community Associations
Our CPAs and accounting staff work with Florida condominium and homeowners associations throughout the year. They bring knowledge of the statutes, accounting standards, and day-to-day operations that shape an association's financial reporting.
How our team works on your engagement
CPA oversight on every attest report
Audits and reviews are planned, supervised, and signed by licensed certified public accountants. Compiled statements carry a CPA's compilation report.
Staff who know association records
The people who handle fieldwork and tax preparation work with association ledgers, reserve schedules, minutes, and management reports every season.
Industry knowledge
What our team brings to association work
Florida association law
The financial reporting, reserve, and records provisions of Chapter 718 for condominiums and Chapter 720 for homeowners associations, and the rules that implement them.
Fund accounting and reserves
Operating and reserve fund presentation, reserve disclosures, and the structural integrity reserve requirements that now shape many condominium budgets.
Attest standards
Audits under generally accepted auditing standards, and reviews and compilations under the AICPA's standards for accounting and review services.
Association taxation
Federal income tax rules for homeowners and condominium associations, including Form 1120-H.
How associations operate
Assessments and collections, special assessments, management agreements, master and sub-association structures, and the records boards and managers keep.
Staying current
Florida's association statutes have changed repeatedly in recent years. We track new legislation and rules and apply them to the engagements they affect.
Professional standards
Licensed CPAs in Florida are regulated by the Florida Board of Accountancy and complete continuing professional education to keep their licenses current. Our audit, review, and compilation work follows the AICPA's professional standards, including its independence requirements.
We are always interested in hearing from accountants who want to build a career in association work. See careers.
Request a proposal for your association
Tell us about your association, its fiscal year-end, and the report you need. We will review your information and follow up to discuss scope and next steps.
Prefer to talk first?
We work with associations throughout Florida.