Business Spotlight (9)
Community Association Consultants LLC provides expert consulting services to all phases of the community association industry; community associations, management companies, and developers.
With wide ranging experience over a 30-year career in the industry, Marla Mott-Smith Bowers has gained the knowledge and insight to be a truly helpful team member and leader.
Her development of and ownership of a management company demonstrates her entrepreneurial capabilities and management skill.
Having served as a board member of an association and guiding that association through a multi-year major renovation project that resulted in a more than 50% increase in property values demonstrates her technical knowledge and leadership skills.
Marla gained a different perspective from having been integrally involved in the formation of two CAI chapters; serving as president in one and executive director and board member of the other.
Winding Creek Design is a full-service marketing and IT consulting firm based in Mount Airy, North Carolina.
Winding Creek’s in house services include web design, graphic design, print & layout design, custom application development, customer relationship management, online event coordination and management and marketing campaign analytics and analysis.
Winding Creek also consults with clients nationwide for marketing and IT. Specializing in cross-medium marketing, software development and project management, Winding Creek ensures that all of its clients have the tools necessary to streamline and grow their businesses. Winding Creek Design is your current to success!
Winding Creek Design
PO Box 282
Mt. Airy, NC 27030
336-719-2254
www.windingcreekdesign.com
Premier HOA Staffing is a nationwide specialty staffing firm serving the Community Association and Real Estate industries. We are a full service company with years of experience in executive recruiting, job placement, and career coaching. Staffing options include; Temporary, Permanent, Temp-to-Perm, and Contract.
Our approach is relationship driven. Experience our unique recruiting process and discover that attracting skilled, industry specific and technical professionals to your opportunity is as easy as connecting the dots.
When you are looking for the right professional...
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Telephone: 805.518.1310
Contact: This email address is being protected from spambots. You need JavaScript enabled to view it.
Association Tax Services, LLC (ATS) is a firm providing nationwide tax preparation services exclusively to the homeowners association industry. The firm offers fixed fee services for Forms 1120-H and 1120, and processes state tax returns for all states.
The tax preparation team at ATS is headed up by one of the leading CPAs in the industry, and has more than 30 years of experience with HOA tax returns. Tax returns are processed promptly and each completed tax package includes the ATS unique “risk weighted” comparison of Form 1120-H to Form 1120.
Management companies can enjoy the ease of working with an experienced tax preparation firm and the consistency and reliability of service. Also no guessing on fees. ATS is able to offer a fixed fee because of our ability to translate your financial statements into the information required to be presented on the tax returns, using our customized tax preparation software.
Please contact us at This email address is being protected from spambots. You need JavaScript enabled to view it. or call our office at (775) 453-6508.
Butler & Hansen, PC is a full service firm that serves hundreds of Homeowners Associations in the Phoenix area. Having started in 1969 as a sole proprietorship, the firm has grown in respect and public confidence, and has been recognized by their peers for quality service and conformance with professional standards. Homeowners Associations can depend on the professional team at Butler & Hansen.
The firm has memberships in both CAI and AACM. Butler & Hansen, PC are your Association experts for the Phoenix, Arizona area. The firm provides, compilation, review, and audit services, in addition to income tax preparation and consulting services for its homeowners association clients.
Porter & Company CPAs provides audit, review, and tax services exclusively to the homeowners association industry. The firm provides audit and review services in California and Nevada, and tax exemption services nationwide.
Gary Porter, owner of the firm, has more than 30 years experience in the industry, and is the creator and coauthor of Guide to Homeowners Associations and Other Common Interest Realty Associations, and Homeowners Association Tax Library, the guides relied upon by virtually every CPA firm serving the industry. The Guides are published by Practitioners Publishing Company, the largest publisher to the CPA profession.
Mr. Porter has written more than 200 articles that have been published in various publications. He is a past CAI “Author of the Year,” a recipient of CAI’s Distinguished Service Award, and is a past national president of CAI.
Tax exemption services provided by the firm have resulted in more than 60 associations receiving tax exempt status under Internal Revenue Code Section 501(c)(4). The cumulative tax savings to these associations is well over $15,000,000. This service is so specialized that the firm has established a separate website at www.501c4taxexempt.com devoted solely to this subject.
Porter & Company CPAs
1891 Goodyear Avenue, Suite 614
Ventura, CA 93003
(800) 304-6700
This email address is being protected from spambots. You need JavaScript enabled to view it.
The reserve study module of Facilities 7 is our most requested module. And small wonder; it is easy to use, and allows the association to take complete control of its reserve study. Facilities 7 is based on careful design and innovative features such as multiple category levels, multilevel location capability, the introduction of the concept of major and minor components, and a powerful reporting system to tie it all together.
Facilities 7 is more than just reserve study software, it is a fully integrated facilities management system that combines the 7 related functions of facilities maintenance management into a single integrated database system. No other software can do this. Facilities 7 overcomes the challenges of maintaining several different software systems that don’t communicate with each other. This results in greater efficiency, more accurate information, and a more “intelligent” system.
Percipient Software LLC developed Facilities 7 to be easy enough for a small association, and powerful enough to meet the needs of the most complex association. This is the next generation of software that anticipates all your facilities maintenance management requirements. It frees you of the drudgery of maintaining multiple separate systems, and builds your own knowledge base so you can make more informed decisions.
Percipient Software LLC
This email address is being protected from spambots. You need JavaScript enabled to view it.
877-304-6700
Alliance Association Financial Services (AAFS) understands the challenges and opportunities that community management companies face each day. We have taken this knowledge and designed our products and services to eliminate the headaches of every-day banking. AAFS strives to provide the highest level of customer service in the community association banking industry.
Along with our solid products and services, we have the experience and expertise to not only meet, but anticipate and exceed your financial needs. Whether you utilize our sophisticated lockbox processing system, our dedicated customer service team, or our online banking program with access to all of our charters, we are confident you will find Alliance Association Financial Services makes it easy for you to bank with our team.
Alliance Association Financial Services is proud to offer a full suite of community management products to include:
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- State-of-the-art Lockbox Services
- Lending Services
- E-deposit – deposit checks directly from your desktop to your account at AAFS
- User-friendly online banking platform that provides access to all 3 institutions with a single, secure sign in.
- High level of customer service support dedicated to the HOA industry
- 3x FDIC Insurance coverage through the affiliate banks of Western Alliance Bancorporation: Bank of Nevada, Torrey Pines Bank and Western Alliance Bank
- Reserve Programs to maximize the return on your investments
Alliance Association Financial Services is a division of Bank of Nevada, an affiliate of Western Alliance Bancorporation, one of the largest regional bank holding companies in the nation. Western Alliance Bancorporation (NYSE:WAL) is a leading bank holding company in the Southwest, headquartered in Phoenix, Ariz. The company provides services to businesses, entrepreneurs, professionals, nonprofit organizations, high net worth individuals and other consumers seeking the robust product array of a national bank with the individual, personal attention of a community bank. With AAFS being led by a former community management company owner, and with Western Alliance Bancorporation’s solid foundation, you can ensure AAFS is a safe and secure choice for your community association.
We encourage you to learn more about us. Please visit www.aafin.com or contact us directly at 888.734.4567.
The professionals at Facilities Advisors, Inc. (FAI) have been providing reserve study services to the HOA industry since 1982. FAI serves associations nationwide from our offices in California and Arizona. We have experience with virtually every type of association, and offer competitive fees, and quick turnaround in reports.
We believe that one thing that really sets us apart from our peers is the manner in which we approach the reserve study process. We have developed component templates for virtually every type of project to assist in our data capture process. The templates act as a thorough checklist to make sure that we consider all components that would normally be encountered in a specific location, such as a pool area. This means that we are unlikely to overlook any components, and also assures data integrity.
No matter how good the underlying site evaluation and compilation of component lists, that’s not much help if it can’t be translated into reports that are easy to understand. We constantly receive feedback form our clients that our reports are much easier to understand than any others they have seen.
- The secret lies in perceiving how people understand reports. Because reserve study reports typically contain a 30-year financial projections and a large number of components, the data can be overwhelming. We know that, so we make sure the data is presented in a manner that is easy to understand.
- All financial exhibits limited to a single page – because that’s what the human mind can easily grasp. We do this by presenting data at a category, rather than a component level.
- We include totals on all reports so that a reader can see that the totals of data presented at the category level are the same as those presented at the component level.
- We present all component level reports as supplemental exhibits, not part of the “official” reserve study report. This means our “official” report is presented at a category level, and is relatively small. We present all component level exhibits as Supplemental Schedules that are not part of the official report.
- We present the component data in several formats – by category, by location, and expenditures by component, or by year.
- We present charts to provide visual images of the data. This helps the reader understand relationships of data much better.
- Our reserve study comparison exhibit is unique. It compares, on both a category and component level, our report to the prior report. The reader can instantly identify variations form the prior report.
Contact Facilities Advisors, Inc. today for your reserve study needs. Visit our website at www.reservestudyusa.com or email us at This email address is being protected from spambots. You need JavaScript enabled to view it. or call us at 877-304-6700.
