Checklists

 
Year-End Checklist for CAM Accountants

Year-End Checklist for CAM Accountants

Note: This article has been updated since it’s original publication. It’s the new year. The holidays are over and if you’re a CAM Accounting professional, now is when the real work begins. That’s because the new year also marks the beginning of a much more stressful time in community association accounting – Year End. If […]

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Everything you need to know about balancing monthly HOA financials [Free Checklist]

Everything you need to know about balancing monthly HOA financials [Free Checklist]

Note: This article has been updated since it’s original publication. Any discussion on accounting for condo associations and HOAs often starts with the end result – monthly financial reports. There’s all kinds of information for board members to help them understand the reports, but how can you head off questions at the pass by making […]

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Management-Companies-How-to-Guarantee-Pain-Free-Transitions

Property Management Companies: How to Guarantee Pain-Free Transitions

Note: This article has been updated since it’s original publication. Any Kind of Transition Is Hard Like a dad handing the keys to the car to his teenage son for the first time, property management transitions require a lot of preparation and trust. There are two kinds of property management transitions that a management company […]

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New Property Management Company Setup Checklist [3 OF 3]

Note: This article has been updated since it’s original publication. Activating Your Action Plan: You created your Action Plan to start a property management company, now you are ready to follow through and implement that plan. Here are the steps to follow to actually create your company and get ready to operate: Incorporate. To protect […]

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