Monday, June 8, 2009

What The Accountant Does for the Condo

The accountant is a vital part of the association’s professional team. A staff member may take care of the bookkeeping for the association and a CPA is needed to conduct an audit at the end of the year. In addition, the accountant may:

  • Reviews financial data, answers financial questions and provides financial advice
  • Participates in reserve studies and advises on reserve funding strategies
  • Assists with budget preparation and long-term financial planning
  • Develops accounting policies and procedures and recommends internal controls
  • Prepares monthly or quarterly financial statements
  • Educates board or committee members on financial matters
  • Makes presentations at meetings
  • Prepares association tax returns
  • Helps obtain financing

The association accountant is a valuable partner who works closely with the manager and the board to ensure your assessments are managed and invested wisely and legally.

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