Please click here to download our new white paper, A Guide for Effective HOA and Community Association Financial Management.
Our work with community associations started with one manager for whom we handled compilations and reviews. Over more than 20 years, we’ve refined our skillset in this area and have now serviced hundreds of community associations and HOAs. We’ve designed a specialized approach that encompasses bookkeeping, audits, financial reporting, and tax preparation.
WDC can help you keep your association running smoothly, while also keeping an eye on future expenses. Our committed specialists can help you plan a financial roadmap that ensures a quality standard of living that doesn’t financially strain the association. Acutely aware of the unique needs and differences between condominiums, co-ops, and HOAs, we are experienced in navigating the financial requirements for each.
We offer a variety of options, from full accounting packages with board meeting representation to individual services such as tax prep, audits, and reserve plan reviews. As we work with you to plan the best financial path forward, our team will remain up to date on rules and regulations regarding community associations to address current and future accounting issues.
Our specialized approach can support your community association or HOA in numerous ways, including the following:
- Audits, Reviews, & Compilations
- Accounting & Financial Statements
- Tax Preparation
- Budgeting & Budget Forecasting
WDC is a licensed Community Association Manager continuing education provider (FL License PVD963), and approved to teach the following Community Association Manager courses:
- Effective Community Association Financial Management (9631375)
- Community Association Budgeting – Basics and Best Practices (9631616)
Please contact us if you would like to schedule a course for your CAM team or board.