Request a Quote – AssocAccounting

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855-277-6240

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Association Accounting Submission Form

Thank you for your interest in our Association Accounting Services. Please complete the following form so we can better understand your needs and provide an accurate proposal.

Association Information

Association Name *

Address

Type of Association:CondominiumHOACo-opOther

Number of Units:

Contact Information

Your Name

Your Role:Board MemberProperty ManagerOwnerOther

Phone Number:

Email Address:

Current Financial Management

Do you currently work with an accountant or management company?YesNo

If yes, who?

What services are currently being provided?Full-Service AccountingBookkeeping OnlyBudget PreparationFinancial ReportingTax PreparationOther

Requested Services (Check all that apply)Monthly Financial StatementsDues Collection and Bank ReconciliationAccounts Payable ManagementAnnual Budget DraftingReserve Fund AnalysisAudit or CPA Review CoordinationTax Filings (State & Federal)Transition AssistanceCustom ReportingOther

Additional Information (optional)

Please list any special needs, challenges, or goals for your association’s accounting:

File Upload (optional)

If available, please upload the most recent:
☐ Financial Statement
☐ Annual Budget
☐ Reserve Study
☐ Current Accounting Agreement
☐ Bylaws and/or CC&Rs

Upload file

No file chosen

Take Control of Your Association’s Financial Future

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Services

Financial Management & Reporting
Bookkeeping & Dues Collection
Payroll & Vendor Payments
Tax Compliance & Audits
Reserve Fund & Capital Planning

Contact us

3334 Rochester Rd, #186 Troy, MI 48083
855-277-6240

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