Gail Pizetoski, CPA, RE Broker, AMS

RENT-MANAGE-INVEST. Property Accountant + Real Estate CPA + Condos, HOAs. Nationwide, Outsourced Accounting Services

Location
Pinehurst, North Carolina
Industry
Financial Services
Current
  1. Real Estate Accounting Specialist,
  2. Gail Pizetoski CPA PA,
  3. Condo & HOA Smart, LLC
Previous
  1. Park Avenue Properties LLC,
  2. Jorel Association Management,
  3. Tinsley & Terry, CPAs
Education
  1. Continuing Education-CPE
Recommendations8 people have recommended Gail
Websites
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Background

Summary

RENT-MANAGE-INVEST with confidence. Highly-skilled CPA, Real Estate Broker, Property Management and Association Management Specialist, with extensive experience in many other industries. Providing daily/monthly accounting services - Nationwide

Specialties:
- NC Real Estate Broker
- Financial and Strategic Planning
- Cash Flow Management and Projections
- Real Estate Trust Reconciliations
- Property Accounting
- Financial and Operational Controls
- Accounting Procedures and Cost-Containment Principles
- Automated Financial and Accounting Reporting Systems
- Capital and Operating Budget Development/Management/Analysis
- Accounting System Development, Fiscal Management and Financial Reporting
- Audit and analysis of financial statements
- Controller
- QuickBooks, Propertyware, Jenark, Appfolio, Yardi
- Residential and Commercial Property Management
- HOA and Condo Management
- Association Management Specialist

ALSO:

Founder of Condo & HOA Smart where we help homebuyers reduce the risk on their investment. We perform the Due Diligence, inspections and analysis of financial statements, governing documents, rules, cash flow, reserves and more. Our Due Diligence report provides homebuyers with the facts before they buy a home in a Condominium or Homeowners Association. In addition, I consult, train and provide accounting and tax services within the Condominium, Townhome & Homeowners Association (Community Association) industry. Along with published articles, interviews, seminars, resource websites and more, I have been recognized as an industry expert. Find out more at Condo-Smart.com.

Publications

Does HOA Accountant Need to Be a CPA?(Link)

Charlotte Observer
July 2013

North Carolina: Audit Requirement by a "Public Accountant" vs a "Certified Public Accountant"

March 2013 Newsletter(Link)

Condo & HOA Smart

Our March 2013 Newsletter has something for everyone! Homebuyers, Realtors, Homeowners, Condo/HOA Board Members, Lenders, etc. More resources available on our website: Condo-Smart.com We also offer a Free download of a Due Diligence Checklist.

Two Options for HOA Income Tax Returns(Link)

The Charlotte Observer
April 2012

Do Condos & HOAs Have to File Tax Returns? Of Course They Do!

This article explains what types of income Condos & HOAs may be taxed on - plus the income tax filing options available to them.

Condo & HOA Smart Introduces New Service for Home Buyers(Link)

PRweb
October 2012

Introducing Condo & HOA Smart, a new and first-of-a-kind service providing Condominium and Homeowner Association inspections and due-diligence, nationwide.

The main focus of this service is to determine the financial health of the association, along with other critical information, such as specific issues that might affect livability, for the benefit of the home buyer and real estate agents.

Condo-Smart Video: Issues to be Aware of in Condos and HOAs(Link)

YouTube
October 2012

Our video shows possible rules violations and things to consider when buying a home in a condominium or homeowner association. Can you find all the violations? If not, contact us.

Charlotte Property Management Firms Expand to Coast(Link)

Wilmington Business Journal
April 2010
Authors:

Making Associations(Link)

Charlotte Business Journal
June 2006
Authors:

Experience

Property Management, Real Estate, Condos, HOAs + more

Real Estate Accounting Specialist
– Present (21 years 3 months)United States

I'm passionate about real estate and available to help you with your business. Outsource your financial needs to an experienced consultant. My extensive experience, in just the Real Estate industry, includes Commercial and Residential Property Management, HOAs, Condos, Community Associations and Real Estate Firms. Property management software experience includes Jenark, Appfolio, PropertyWare, Quickbooks and Yardi.

Every company needs someone who has the skills and connections to help a company grow and expand. By using the services of an accounting specialist (1099 contractor) on an as-needed basis (daily, monthly, quarterly), a company will save money while benefiting from the relationship.

Visit our website for details: RentManageInvest.com

Available to assist in the following areas (and more):
- Business automation
- Streamline financial transactions and reporting
- Liaison with Investors, Bankers, Insurance Brokers, CEOs, Real Estate Commission, Vendors, etc
- Migration to new software
- Internal Control review and recommendations
- Review and Report of possible liability exposures with recommendations
- Budget preparation and review
- Due Diligence for potential acquisitions
- Trust Account reviews and reconciliations
- Cash Flow management and projections
- Corporate accounting and Financial Statement preparation
- Daily, Monthly, Quarterly Accounting
- Payroll processing
- and more - Just Ask!

CPA, Real Estate Broker and Real Estate lover!

President

Gail Pizetoski CPA PA
– Present (23 years)Davidson, NC

Services provided to small/medium-sized businesses and individuals include:

Tax Preparation, Accounting, Payroll, Audits, Reviews & Compilations of Financial Statements, Trust Account clean-up, Trust Account reconciliations

Founded CPA firm in 1991 and grew it, based on referrals only, to a six figure income.

Assisted small business clients and individuals with tax planning, risk management and financial projections.

Prepared tax returns and provided consulting to many association management companies as well as 300 homeowners associations.

Maintained relationships with industry experts such as Insurance Brokers, Attorneys' and Investment Professionals.

Assisted my clients while working as a team with these other professionals.

QuickBooks Professional Advisor

Due Diligence of Condo & Homeowners Associations

Condo & HOA Smart, LLC
– Present (3 years)Nationwide

I perform Due Diligence of Condominium & Homeowner Associations (HOA) financial statements, governing documents, minutes & more.

Our Due Diligence Report provides homebuyers with the facts before they purchase a home in a Condo or Homeowners Association, and may help reduce their risk.

Visit condo-smart.com for details and a Resource Center.

CFO - Real Estate (outsourced)

Park Avenue Properties LLC
(1 year 2 months)Cornelius, NC

Chief Financial Officer for a Real Estate Property Management Company, where I managed the accounting processes, accounting controls and staff:

Instituted new controls and automation

Constantly improved efficiencies

Cash Management

Reviewed and analyzed insurance coverage. Ensured the firm had the correct coverage, obtained quotes and reduced exposure/gaps

Performed due diligence on potential acquisitions

Ensured the bank accounts are reconciled timely and prepared the trust account reconciliations

Discovered in excess of $300,000 in missed billings (income)

Maintain and nurture relationships with bankers, insurers, attorneys, investors and software vendors

Left in August 2014 in order to provide these services Nationwide

Founder/President/CFO

Jorel Association Management
(8 years)Davidson, NC

-Founded Company in 2002 and grew it to a viable mid-sized Community Association Management Company, managing in excess of 70 Associations (and two offices) with gross income of almost $1 million.
-Developed & implemented strategic plans to ensure company growth and eventual sale to competitor in 2010.
-Established protocols and had full responsibility for Financial Statements, Cash Management, Dues Collections, Budget Preparation and Management for all communities.
-Managed the portfolio of investments of over $10 million for these HOAs.
-Developed, implemented and maintained financial systems, strategies, procedures and controls for cost reduction and automation.
-The Accounting department, which was highly automated, was recognized as one of the top in the industry.
-Managed Accounting & Administrative staff and responsible for all the Human Resources functions.
-Directed the daily work flow and coordinated activities.
-Extensive experience with Jenark software, Condocerts, AssociationVoice & SouthData.
-Extensive experience building HOA websites & databases.
-Developed a highly effective collection policy utilizing available technology including ACH drafts, lockbox payments, check imaging and automated procedures for follow-up.
-Extensive experience writing contracts and reviewing legal documents.
-Created and taught various industry-recognized Board of Directors training seminars.
-Quoted various times in the media on homeowner association issues.
-Designed Board Training Manuals.
-Recognized state-wide as an industry-expert.
-Founder of educational HOA info website for NC.
-Experience with Foreclosure Sales/Auctions

Manager

Tinsley & Terry, CPAs
(4 years)Charlotte, North Carolina Area

-Performed Audits, Reviews and Compilations of small businesses and non-profit corporations.
-Prepared Corporate and Individual Tax Returns (and planning). -Trained staff CPAs on Common-Interest Realty Associations-Taxes, Audits & Reviews.
-Represented clients before the IRS
-Worked closely with clients and expanded the client base.

Audit Manager

PricewaterhouseCoopers CPAs (PwC)
(2 years)Charlotte, North Carolina Area

- Managed Audits for both for-profit and non-profit companies.
- Traveled extensively to clients' locations.
- Previously known as Coopers & Lybrand CPAs

Staff CPA

Polansky & Kulberg CPAs
(3 years)Carle Place, NY

- Previously known as Samuels, Polansky & Newman CPAs
- Performed Audits, Reviews & Taxes for diverse client base.

Staff CPA

McGladrey
(2 years)New York, NY

-Previously A.M. Pullen CPAs

Internal Auditor

Hertz
(1 year)New York, NY

-Performed internal audits of company divisions (rental equipment and rental cars)
-Traveled extensively to company locations throughout the US

Staff Accountant

CBS Corporation
(1 year)New York, NY

-Worked Full-Time and went to College at night.

Staff Accountant

Bear Stearns
(1 year)New York, NY

-Worked Full Time and went to College at night.
-Assisted with stock/dividend analysis of companies, industries and investments.

Organizations

NARPM (National Association of Residential Property Managers)

Honors & Awards

Professional Licenses:
CPA, NC Real Estate Broker, Life and Health Insurance License-NC, AMS (Association Management Specialist), CMCA (Certified Manager of Community Associations) - from Community Association Institute, industry trade group

Education

Continuing Education-CPE

Accounting, Taxes, Real Estate, Community Management, Life Insurance
 (expected)

Continuing Education classes to maintain my CPA License, Life and Health License, Real Estate Brokers' License and Association Management credentials.

City University of New York-Brooklyn College

BS, Accounting

Majored in Accounting then Television & Radio then Accounting

Activities and Societies: WBCR Brooklyn College Radio Station - Disc Jockey

Canarsie High School

Skills

  • Real Estate
  • Small Business
  • Due Diligence
  • Financial Reporting
  • Budgets
  • Accounting
  • Finance
  • Property Management
  • Auditing
  • QuickBooks
  • Business Planning
  • Accounts Receivable
  • Strategic Planning
  • Management
  • Start-ups
  • Business Strategy
  • Condos
  • Entrepreneurship
  • Tax
  • Cash Flow
  • Management Consulting
  • Association Management
  • Financial Analysis
  • Investments
  • Professional Services
  • Forecasting
  • Asset Management
  • Community Associations
  • HOA
  • Managerial Finance
  • Payroll
  • Internal Controls
  • Financial Accounting
  • Marketing Research
  • Vendor Management
  • Homeowner Association...
  • Cash Management
  • CPA
  • Risk Management
  • Financial Statements
  • Financial Management
  • Single Family Homes...
  • Problem Solving
  • Client Relationship...
  • Account Reconciliation
  • Corporate Finance
  • Residential Homes
  • Commercial Real Estate
  • Investment Properties
  • Property
  • See 35+  See less

Certifications

CPA - Certified Public Accountant

North Carolina (Transferred from New York)

North Carolina Real Estate Broker

North Carolina Real Estate Commission

AMS - Association Management Specialist

CAI - Community Association Institute

CMCA - Certified Manager of Community Associations

CAI - Community Association Institute

Additional Info

  1. Interests

    • Real Estate,
    • Reading,
    • Golf,
    • Photography,
    • Travel,
    • Crafts
  2. Personal Details

  3. Advice for Contacting Gail

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