Annual Budgeting

The Annual Budget for an Association is an important management tool, not to mention a customary requirement in Governing Documents (Yes, we read and understand Governing Documents!).  We will support your annual budget preparation and when it is approved, we will prepare and execute a mailing on your behalf to get it in the hands of homeowners.  Through the use of technology we can even incorporate the Budget into an Annual Meeting Package that goes to all homeowners (see information on Keller We-Connect web technology below).

Valley Accounting & Tax has been partnering with its sister company, Keller Property Management for over a decade to bring expert services to Homeowner Associations who just need help with the financial side of running the Association.  We understand the unique rules, laws, challenges and processes associated with Association Management.  Terms like “Declarant”, “Lien”, “Special Assessment”, “Reserves”, “Ice Dam”, “Common Area”, “CID” etc. don’t phase us because we live it every day with our clients.

What’s more, our service includes Keller Property Management’s proprietary Web Community product “Keller We-Connect” which gives you an on-line community for giving, getting and storing information.  It includes a ‘Board Only’ section where Board Members can run reports 24/7 and put information that they want Homeowners to see and access while keeping confidential things secure.

You may not be ready to go to Full Management just yet, and that’s o.k. when Valley Accounting & Tax and Keller Property Management  are your Financial only partner. 

Please fill out the following form and we will contact you for a free consultation and give you an outstanding, affordable proposal.

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