Association Budgets & Reports

Monthly, we will prepare a budget to actual compiled financial statement (for management purposes only) for the Association. These statements will be prepared on an accrual basis.

In addition, we will provide a detailed general ledger and general journal which includes cash receipts and disbursement journals, as will as check registers. These financial statements are custom designed, on a line-by-line basis, to coincide with the categories of your budget. If more detail is required, it can be customized to your needs. We will reconcile all bank statements, on a monthly basis.

We will assist the Board of Directors and/or the Property Manager, with regard to the preparation of the Association's annual operating budget. This will include worksheets detailing the actual expenses and projection of expenses through the end of each year as related to the budgeted figures.

We will attend the annual budget meeting as will as any other meetings we feel are necessary for the proper presentation of the financial position of the Association.

Our Offices are located in the AMTRUST Bank Building
8211 West Broward Blvd.
Suite #PH1 - Fifth Floor
Plantation, FL 33324
TEL: (954) 577-9700
(800) 688-0771
FAX: (954) 475-1897