Condo Media - July 2017 - 51
Engineers/Engineering Services
Roselli, Clark & Associates, CPAs
On-Site Insight
Chad Clark, CPA
500 West Cummings Park, Suite 4900
Woburn, MA 01801
781-933-0073 ext. 12
cclark@roselliclark.com
www.roselliclark.com
Contact:
Lisa Longval
617-502-5949
llongval@on-site-insight.com
www.on-site-insight.com
Engineers/Engineering Services
Financial Services
Team Engineering
Alliance Association Bank
Nancy J. Nichols, PE, LEED AP, HI
800-491-0044
nnichols@engineernh.com
www.engineernh.com
Nicole Skaro, Association Financial Partner
908-524-8741
888-734-4567
Financial Services
Financial Services
Belmont Savings Bank
Brookline Bank
Our objective is to deliver results that exceed expectations.
Our firm has over 25 years of experience in performing audit, review,
and tax services for nearly 250 community associations within New
England. This extensive experience has allowed us to develop a skilled
and knowledgeable approach for achieving the specialized financial
reporting required by our community association clients. Our success
is built on continually meeting the needs of our clients in a timely and
professional manner.
We maintain memberships with the AICPA, the Massachusetts
Society of CPAs, and CAI.
Reserve Studies for budgeting of capital repairs and replacements.
Easy-to-read reports with photographs and descriptions of components
needing repair or replacement in the next 30 years together with
tabulated replacement costs.
Reserve Study Updates for communities where there has been a
Reserve Study within the past 5 years.
Transition Studies for property condition when buildings are being
transferred from Builder to the Association.
Think all condo association banking programs are the
same? Talk to the team at Belmont Savings and learn
why we're one of the fastest-growing banks in New
England. We deliver the state-of-the-art technology
you need with personal service you want.
Our dedicated condo association program offers:
Dan Strachan
* An interest-bearing checking account
* Competitive rates on a reserve accounts, loans and lines of credit
* A full suite of cash management services
* Free remote deposit service including scanner and no item fees
Plus, every dollar is fully insured, even deposits over $250,000.
Dan Strachan, SVP, Business Banking Relationship Manager
dan.strachan@belmontsavings.com
617-866-9345
Member FDIC | Member DIF |
Equal Housing Lender
Assure the future of your property.
On-Site Insight is the recognized leader for high-quality reserve studies,
capital needs assessments and energy audit services. For over 30 years
our rigorous approach to property evaluation, useful life estimation and
reserve funding has set the standard in the industry.
Alliance Association Bank (AAB) is a division of Western Alliance Bank,
Member FDIC. AAB is proud to offer a full suite of community
management products including: State-of-the-art Lockbox Services,
Lending Services, E-deposit, user-friendly Online Banking Platform, high
level of customer service support dedicated to the HOA industry. Proud
to have recently been voted #4 out of the "Top 100 Banks in America"
by Forbes for 2017.
Experts in Condominium Association Banking
Whether your association is 6 units or 600, Brookline Bank can
accommodate your needs. Loans are available for little as $50,000 and
up to $5 million, depending on the size of the complex. Use funds for
repairs like a new roof, replacing windows or a new heating system.
Or use the funds for improvements to common areas or landscaping.
Call Wes Blair 617-927-7974 or go online for more information.
Why take out a loan?
* Avoid special assessments
* Amortize capital projects
* Maintain your reserves
24 branches in
Greater Boston
617-927-7974
Member FDIC | Member DIF |
Equal Housing Lender
July 2017
51
2017 CAI-NE FINANCIAL-RESERVES DIRECTORY
Accountants/Accounting Services
http://www.on-site-insight.com
http://www.roselliclark.com
http://www.engineernh.com
https://www.westernalliancebancorporation.com/alliance-association-bank-home
https://www.belmontsavings.com/
http://www.brooklinebank.com
Condo Media - July 2017
Table of Contents for the Digital Edition of Condo Media - July 2017
Table of Contents
Condo Media - July 2017 - Cover1
Condo Media - July 2017 - Cover2
Condo Media - July 2017 - Table of Contents
Condo Media - July 2017 - 2
Condo Media - July 2017 - 3
Condo Media - July 2017 - 4
Condo Media - July 2017 - 5
Condo Media - July 2017 - 6
Condo Media - July 2017 - 7
Condo Media - July 2017 - 8
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Condo Media - July 2017 - Cover3
Condo Media - July 2017 - Cover4
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