Specialized Advisory Services for Condominiums and HOAs
Discover our comprehensive suite of financial advisory services tailored for condominiums and HOAs. We offer expert support for financial statement reviews, budget preparation, and more, ensuring your association thrives.
Small & Mid-Size
Managing a small or mid-size condo or HOA does not mean your financial needs are small. From budgeting and reserve planning to supporting audit or financial report preparation, our standard service package is designed to give your board the clarity, confidence, and compliance it needs—without the complexity or cost of a large firm.
What is included:
- 📊 Annual budget review and planning
- 🧾 Monthly financial reporting support
- ✅ Florida statute compliance guidance
- 💬 Board member onboarding and training
- 📁 Annual financial report support and CPA coordination
Whether you are navigating a financial challenge or simply want peace of mind, we are here to help your board make smart, informed decisions that protect your property and your residents.
Large & Luxury
Luxury condominiums require more than basic bookkeeping—they demand precision, discretion, and a strategic approach to financial stewardship. Our premium service package is designed for upscale associations that value proactive planning, regulatory excellence, and seamless board collaboration.
What is included:
- 💼 Customized financial strategy and reserve planning
- 🧾 Monthly reporting with executive summaries for board review
- ✅ Advanced compliance support with Florida condo statutes
- 🧑💼 Coordination with legal, CPA, and property management teams
- 🧠 Board education on fiduciary duties and financial governance
- 🔍 Special project oversight (capital improvements, assessments, etc.)
We understand the expectations of large and luxury communities—and we deliver with professionalism, clarity, and confidentiality.