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.
• 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.