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