Helpful Links
IRS – Internal Revenue Service
MDOR – Massachusetts Department of Revenue
Secretary of the Commonwealth – Corporations Division
Social Security Administration
U.S. Small Business Administration
U.S. Department of Commerce
Videos
Media
July 2014 | CONDO MEDIA MAGAZINE
Borrowing From Reserves: Heather Cozby is interviewed about borrowing from the condominium reserve fund.
Question: Can a condominium board borrow money short term from the reserve fund to cover unexpected or unusually high expenses?
Click here to read the article.
Looking for Alternatives: Heather Cozby is quoted about how condominiums can boost income without raising fees.
Click here to read the article.
July 2013 | CONDO MEDIA MAGAZINE
Nest Egg?: Heather Cozby is interviewed about reserve shortfalls and reserve funding levels
Concerns about reserve shortfalls are growing, but reserve funding levels – not so much. Heather Cozby was recently interviewed about why this topic should be of more importance to association boards, and how taking a proactive approach can save a tremendous amount of money in the long run. Click here to read the article.
December 2012 | CONDO MEDIA MAGAZINE
Volunteer Spotlight: Heather Cozby – Re-election to the national Business Partner’s Council
Heather Cozby, CPA, a CAI New England chapter member, was elected to another two-year term on the council.
Sept 2011 | CONDO MEDIA MAGAZINE
Volunteer Spotlight: Heather Cozby – Discovering By Accident That CAI Volunteers Can Make a Difference at All Levels
Most volunteers who become active in CAI start out participating in a local or regional chapter before becoming involved at the national level. Heather Cozby, CPA reversed that sequence, although she says it was by accident rather than design. She had just left the public accounting firm at which she had begun her career to strike out on her own, and planned to include condominiums in her practice. Click here to read the article.
Education
CAI Expo Presentation: Using QuickBooks to Track Association Finances
CAI Expo Presentation: Association Reserve Funds
July 2012 | CONDO MEDIA MAGAZINE
Published Article: Heather Cozby – Financial Questions: An Audit Is Not the Only Answer
Whenever there are problems with association finances, the most common response I hear from board members, property managers, and other industry professionals is: “Call the CPA, we need an audit.” An audit is the highest level of assurance, and usually the most expensive service a CPA firm will offer, so people are always surprised when I tell them that I don’t think the audit will answer their questions, or be the best option to consider. Click here to read the article.