We offer reasonably priced packages that will help you
manage your HOA finances. Each package is a complete set
of services. Additionally we have service offerings that are
based on an hourly rate. A new account requires an initial
set-up, which includes review of your files and set-up of your
books, accounts and support processes.
manage your HOA finances. Each package is a complete set
of services. Additionally we have service offerings that are
based on an hourly rate. A new account requires an initial
set-up, which includes review of your files and set-up of your
books, accounts and support processes.
Our most attractive 'Silver' package includes:
 | Monthly Bookkeeping Tasks, Bill Paying, Invoicing, etc | |
| Quarterly Co-Tenant Contribution Calculations | |
| Bank Management, deposits and reconciliations | |
| Monthly Reporting | |
| Annually Budget vs. Actual Tracking and Reporting | |
| Co-Tenant Open Invoice and Penalty Tracking | |
| Annual Operating Budget Preparation | |
| Quarterly Budget vs Actual Analysis | |
| Monthly Contribution Analysis and Adjustments | |
| Review Ongoing Expenses and Recommendations | |
| The Financial side of your Repair and Improvement Project | |
| Tracking and Reporting | ||
| Additional Reporting as required | |
| Incorporation of new co-tenants during unit sale | |
| Contact us: info@sfticservices.com 415-912-0582 Member AIPB |
Hourly Services offered, include:
We offer various bookkeeping services at an hourly rate.
Services offered in the 'Gold' package can be offered at an
hourly rate in addition to the 'Silver' package.
We are members of the American Institute of Professional
Bookkeepers or AIPB for short.
Services offered in the 'Gold' package can be offered at an
hourly rate in addition to the 'Silver' package.
We are members of the American Institute of Professional
Bookkeepers or AIPB for short.
- Set-Up of a NEW TIC, including establishing default,
reserve and operating accounts, a set of books and
processes to deal with integrating new home
owners into the newly established TIC.
- Property Tax and Mortgage Interest calculations for
each co-tenant.
- Analyze current expenses and advise cost effective
alternatives. Eg. Building Insurance alternatives
- Bookkeeping Project Management Tasks. This as it
relates to quote and invoice management.
- Documentation and Support during a unit sale.
- Initial Account Set-Up
- Any help required and not listed here can be
negotiated.
ABC-123: Services
Operating Budget
Bank reconciliations
Financial consultation
Accounting, Bookkeeping
Expense Control
Co-tenant Contribution
Calculations
Bank reconciliations
Financial consultation
Accounting, Bookkeeping
Expense Control
Co-tenant Contribution
Calculations
| San Francisco TIC Financial Services |
Your partner in Residential Financial Management
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Our 'Gold' service offering includes all tasks listed in the
'Silver' package as well as:
'Silver' package as well as:
What is not included?
Managing rental property is not included in the service and
left to the owner of a specific unit, as well as legal advise and
personal tax preparation.
Managing rental property is not included in the service and
left to the owner of a specific unit, as well as legal advise and
personal tax preparation.
Disclaimer:
Please note that all bookkeeping services are provided in good faith
and based on the documentation provided by banks, vendors and
co-tenant information. Albers Works LLC dba San Francisco TIC
Financial Services is not a CPA service and can not be held liable for
the results it produces. It is recommended that each co-tenant consult
a Tax Accountant for accurate calculations. Service offerings and
package content subject to change without notice.
Please note that all bookkeeping services are provided in good faith
and based on the documentation provided by banks, vendors and
co-tenant information. Albers Works LLC dba San Francisco TIC
Financial Services is not a CPA service and can not be held liable for
the results it produces. It is recommended that each co-tenant consult
a Tax Accountant for accurate calculations. Service offerings and
package content subject to change without notice.
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We offer services for the entire TIC Life Cycle!
From establishing a TIC, new home-owner integration,
through providing ongoing bookkeeping support, and unit
sale support.
From establishing a TIC, new home-owner integration,
through providing ongoing bookkeeping support, and unit
sale support.