PLEASE PROVIDE SOME DETAILS SO WE CAN PREPARE A QUOTE FOR YOU To give you an accurate quote, please fill in as much detail as possible "*" indicates required fields First name* Last name* Board Position* Email* Mobile phone number*Property Name* Property Type*Please selectHomeowner AssociationCondominiumCommercial CondominiumOtherCity* State/Region* Zip Code* How Currently Managed*Please selectManagement CompanySplit Management - Manager and Separate AccountingOnsite Manager and Accounting StaffOnsite Manager and Accounting by Others OffsiteSelf-Managed and Accounting by Others OffsiteSelf-Managed and Board Handles AccountingI am a Manager# of Units*Dues Collection Frequency*Please selectMonthlyQuarterlySemi-AnnuallyAnnuallyHave a current or planned special assessment / loan*YesNoAvg Amount of Dues / Home / Payment* Ex: owners pay between $300 - $400 / month so the average is $350.# of Homes Delinquent over 60 days* Ex: not including the current month's dues, what total # of homes are delinquent 2 months or moreAvg # of Bills Paid / Month* Not the $ amount - the # paid# of Bank Accounts* # of Investment Accounts* # of investment accounts, CDs, etc.# of Credit /Debit Cards to Reconcile* # of W2 Employees on Payroll*Direct employees of the Community (W-2) not independent contractors. # of Cost Centers Tracked (over 1 set of books)*Please selectN/A123456 or more - please upload a recent financial reportNot sure - please upload a recent financial reportIf you have only one set of books used to track operating and reserve income and expenses then enter N/A. If you use cost centers to create separate income & expense reports for different buildings, neighborhoods, phases, a marina or other amenities enter the number tracked (in addition to your primary set of books). One way to know if you use them is if your accounting (general ledger) codes use a "-001, -002, -003" to help segregate items for separate reporting.Recent Financial StatementAccepted file types: pdf, xlsx, xls, doc, docx, csv, Max. file size: 300 MB.Problems Paying Bills Due to Cash Flow Issues*Please selectNoYesHave to juggle paying bills or struggle to pay bills due to not enough money in the bank - answer yesCurrent Quality of Reports*Please select12345Accurate; up to date (have last month's reports)(1=poor - 5 =excellent)Current Software UsedPlease selectSpreadsheetsQuickBooksCaliberTopsVMSCINCSmartWebsOtherSpecial Requirements, if anyWhat are 3 issues you hope our service will solve?*HiddenSource CommentsThis field is for validation purposes and should be left unchanged.