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Accountants for condo syndicates.

Volunteer board members, growing legal obligations (Bill 16), co-owners who want clear accounts: a syndicate needs a rigorous, neutral financial partner. That's exactly our role.

What boards entrust to us

Clear statements for the assembly

Annual financial statements prepared by an independent CPA: compilation, review or audit, per your declaration of co-ownership and assembly decisions: then presented to co-owners in plain language.

The contingency fund under control

Bill 16 requires a contingency fund study by a qualified professional, renewed periodically. We turn that study into a realistic budget and contributions: avoiding the surprise special assessment.

Fees, arrears and dedicated funds

Fee billing, arrears tracking, the self-insurance fund (Bill 141), and financial documentation ready for the attestation required on unit sales. Everything kept, everything traceable.

What the engagement can include

  • Separate, transparent bookkeeping for the syndicate
  • Annual financial statements and presentation at the co-owners' assembly
  • Annual budget, contingency fund and self-insurance fund contributions
  • Collaboration with your property manager, or full support for a self-managed board
  • Continuity from one board to the next: the firm remains the financial memory
Syndicate budget
Typical breakdown (example)
Operating fund (maintenance, contracts, insurance)72 %
Contingency fund23 %
Self-insurance fund5 %
Contributions aligned with the fund study✓
Simplified illustration: every building has its own profile.
FAQ · condo

Board member questions

Do our financial statements have to be audited?
It depends on your declaration of co-ownership, the syndicate's size and your assembly's decisions. We offer all three levels: compilation, review, audit, and frankly recommend the right one.
What does Bill 16 change for our finances?
Among other things, it requires a contingency fund study by a qualified professional, renewed periodically, plus a maintenance logbook. Concretely: your contributions must follow the study. We build these requirements into the budget rather than absorbing them as a special assessment.
Our board changes often. How do we keep continuity?
That's exactly the point of an external firm: files, budgets and history stay with us, structured and documented. With each new board, we run a proper handover and train the incoming treasurer.

Clear, rigorous accounts, assembly after assembly.

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