Since 1983, WilkinGuttenplan has been serving the Community Association industry. We have experience in providing accounting services to over 1,000 Common Interest Realty Associations (CIRAs-including condominiums, co-ops, townhomes, and timeshares), making us the #1 provider of these services in the state, as well as one of the national leaders. We make it our mission to help clients meet the challenges of governing an Association.
Our experts work closely with CIRAs, management companies, and real estate developers. We work collaboratively with association governing boards and committees to help them make the best financial decisions.
Our services include:
- Annual Audits, Reviews & Compilations
- Budget Development & Review
- Education/Presentations for Boards & Associations
- Forensic Accounting
- Financial Planning for Capital Expenditures
- Litigation support
- Replacement Funding Strategies
- Tax Planning & Compliance
- Transition to Unit Owner Control
The Proper Framework
Governing an Association is a big responsibility. Board members have a fiduciary responsibility for their community’s financial well-being. We make it our responsibility to help clients meet this challenge. We fulfill this in a multitude of ways, including:
- Meeting with Board/Finance committee members so that they have a thorough understanding of their Association’s financial position.
- Offering recommendations based on our audit procedures and industry experience.
- Publishing our quarterly Community Property Advisor Newsletter, which provides timely, relevant information for Board Members.
- Participating in membership meetings to explain complex financial situations, communicate financial results, or provide tabulation services.
We believe in being accessible and proactive so that clients can fully realize the benefits of our expertise. Whether it’s explaining a complex financial statement or simply a prompt reply to a client message, we place a premium on the value of communication.
Providing a Firm Grasp on the Issues Associations Face
We are nationally recognized for our leadership in providing CIRAs with expert and personalized accounting and consulting services. We are active participants in the Community Associations Institute, on both the regional and national levels. We have held positions ranging from Chapter President to Chairman of the National Accountants’ Committee. Our clients receive leading-edge advice and insight based on our application of industry best practices, encompassing operational trends, IRS rulings, and the regulatory environment.
I have worked with WilkinGuttenplan for over ten years. I could not ask for a more knowledgeable and responsive team of dedicated professionals. Not only do they conduct our annual audit, but our Board of Directors relies on their expertise for federal and state taxes, rent receivership, and all other areas of accounting.
When searching for a CPA Firm we looked for expertise and a broad perspective in working with organizations of all sizes, shapes and levels of complexity. And that’s what we found with WilkinGuttenplan.
The firm’s reputation, work product and professional staff were key factors in the selection process. WG’s willingness to assist both the Board and Finance Committee throughout the entire year helped solidify and maintain a positive professional relationship over the course of many years. The guidance, information and expertise they provide enable the Board to be better informed to make important decisions which impact our financial position, short term and long term.
The verbal presentation of the community’s annual audit is well attended by our membership year after year, largely in part to WG’s ability to present the financial statements in a manner which is easily understood. I also value WilkinGuttenplan for their involvement in, and support of, Community Associations Institute (CAI).