Blog/News

It is Spring which can only mean: spring forward, spring cleaning, spring training, March madness and annual meetings!

Mar 1, 2023 | Banking & Lending, Blog, Chapter Happenings Sponsor, Common Interest Communities, Community Associations, Financial: Money, Banking, Insurance, Wealth Management

If it is March, it must be annual meeting time. Chances are you are thick in preparation for one of the most important meetings of the year. The chance to bring the owners of the community together to not only review last year but also elect officers and plan the year ahead. This is also a perfect time to review your banking relationship.

Year End Accounting: Loose Ends

For most associations, their fiscal year ends on December 31. If an association does not obtain an independent audit by ...
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After The Fire: Starting The Restoration Process For Your Home Or Business

IF YOU’VE EXPERIENCED fire damage or smoke damage in your home or business, you may be wondering where to go ...
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Fraud Is On The Rise & Your Accounts Could Be At Risk!

DO YOU KNOW WHO has access to your funds and what steps to take to protect your assets? Over the ...
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Reserve Study Site Visits & How They Improve Your Reserve Study

BY NOW IT’S NO SECRET that most associations within Washington State are required to do annual reserve study updates, with ...
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Water Damage Checklist: What You Should Do Immediately

WATER DAMAGE IS one of the most frustrating and damaging events that can happen in your home or business. Water ...
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Is Customer Service Dead in the United States?

WHEN WAS THE last time you felt like you received outstanding customer service? Try to think of an example. Was it ...
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Why a Leak Log Is Essential for Community Management

WHEN CONDOMINIUM BOARD MEMBERS & COMMUNITY ASSOCIATION MANAGERS move on, they often take vital institutional knowledge with them. That’s why ...
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