Client Services


Lloyd & Associates offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. Below, we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.


Specialization & Services


Fee Accounting & Consulting


•   Monthly, Quarterly or Annual Fee Accounting Services

•   Asset Management accounting and consulting, including Budgeting

•   Maintain complete General Ledger on or off-site, including subsidiary ledgers

•   Monthly, Quarterly or Annual Financial Statements 

•   Bank Reconciliations

•   Budgeting for Non-Asset Management Housing Authorities

•   Capital Fund Budgeting, Monitoring and Reporting

•   Operating Subsidy 

•   Training of new Finance Personnel, including Director of Finance/CFO

•   Voucher Management System (VMS) submissions and monitoring

•   Payroll utilizing Housing Authorities software

•   Fixed Asset Control and Management

•   Investment registers and monitoring

•   Accounting Services performed in accordance with all HUD regulations and guidance; GAAP and GASB.