Full Financial Accounting

We know Associations!

It seems that more and more Accounting Firms are masquerading as Homeowner Association experts in order to generate new revenue.  We applaud entrepreneurial effort, but Association Financial Management is no place for rookies and on the job learning.

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.

We offer Full Financial Accounting including;

  • Income Statement
  • Balance Sheet
  • Cash Flow Statement
  • Bank Reconciliation (for all accounts!)
  • Accounts Receivable
  • Accounts Payable
  • Check Register
  • General Ledger
  • Annual Budget Support
  • Tax Return Preparation and Filing
  • And more!

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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