Gail Pizetoski, CPA, RE Broker, AMS
RENT-MANAGE-INVEST. Property Accountant + Real Estate CPA + Condos, HOAs. Nationwide, Outsourced Accounting Services
- Pinehurst, North Carolina
- Financial Services
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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
- 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
- QuickBooks, Propertyware, Jenark, Appfolio, Yardi
- Residential and Commercial Property Management
- HOA and Condo Management
- Association Management Specialist
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.
Less Stress with Real Estate: Condo & HOA Smart Helps Homebuyers Perform Due Diligence, Find Best Communities and Reduce Risk
ereleases-Press ReleaseAugust 2013
Charlotte ObserverJuly 2013
North Carolina: Audit Requirement by a "Public Accountant" vs a "Certified Public Accountant"
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.
The Charlotte ObserverApril 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.
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.
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.
Wilmington Business JournalApril 2010
- Gail Pizetoski, CPA, RE Broker, AMS,
- Wilmington Business Journal
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!
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
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.
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
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
-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
-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.
- Managed Audits for both for-profit and non-profit companies.
- Traveled extensively to clients' locations.
- Previously known as Coopers & Lybrand CPAs
- Previously known as Samuels, Polansky & Newman CPAs
- Performed Audits, Reviews & Taxes for diverse client base.
-Previously A.M. Pullen CPAs
-Performed internal audits of company divisions (rental equipment and rental cars)
-Traveled extensively to company locations throughout the US
-Worked Full-Time and went to College at night.
-Worked Full Time and went to College at night.
-Assisted with stock/dividend analysis of companies, industries and investments.
Continuing Education classes to maintain my CPA License, Life and Health License, Real Estate Brokers' License and Association Management credentials.
- Real Estate
- Small Business
- Due Diligence
- Financial Reporting
- Property Management
- Business Planning
- Accounts Receivable
- Strategic Planning
- Business Strategy
- Cash Flow
- Management Consulting
- Association Management
- Financial Analysis
- Professional Services
- Asset Management
- Community Associations
- Managerial Finance
- Internal Controls
- Financial Accounting
- Marketing Research
- Vendor Management
- Homeowner Association...
- Cash Management
- Risk Management
- Financial Statements
- Financial Management
- Single Family Homes...
- Problem Solving
- Client Relationship...
- Account Reconciliation
- Corporate Finance
- Residential Homes
- Commercial Real Estate
- Investment Properties
- See 35+ See less
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
- Real Estate,
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