Cooperative Housing Financial Management & Consulting
Building financial stability
for thriving
co-op communities.
Financial stability is the foundation of a successful housing co-op. Our Cooperative Housing Financial Management & Consulting service is designed to support your co-op with everything from day-to-day bookkeeping to long-term financial planning. We help boards create accurate budgets, track expenses, forecast future needs, and maintain clear, easy-to-understand financial reporting—so you can make informed decisions with confidence.
Beyond the numbers, we offer strategic guidance to strengthen your co-op’s future. This includes cash flow monitoring, reserve fund planning, compliance with tax and legal requirements, and expert support with grant applications or financing options. Whether you're navigating current financial challenges or preparing for major capital projects, our team is here to ensure your co-op remains transparent, resilient, and financially prepared through expert cooperative housing financial management.
What’s Included
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Creating annual operating and capital budgets aligned with your co-op’s goals.
Forecasting expenses and planning for future capital repairs and replacements.
Supporting boards in making informed financial decisions with clear, easy-to-read reports.
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Managing accounts payable and receivable, including member arrears tracking.
Preparing monthly and year-end financial statements for transparency.
Coordinating with auditors to ensure smooth and accurate annual audits.
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Developing long-term financial plans, including reserve fund planning and risk management.
Monitoring cash flow to maintain healthy reserves and avoid financial surprises.
Ensuring compliance with legal and tax requirements, including GST/PST filings.
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Writing grant applications and identifying government or private funding opportunities.
Advising on financing options for major repairs or capital projects.
Offering financial training for board members to build confidence and knowledge.
Why Us?
20+ Years
We have been helping housing co-ops succeed. We take care of everything from financial planning and grant writing to maintenance and full project management, allowing your board to focus on building a strong and vibrant community.
150 Projects
We transform challenges into stress-free solutions by delivering reliable co-op management through expert financial guidance, proactive maintenance, and thoughtful project planning — all with the mission to make co-op living easier, smarter, and more sustainable for everyone.
483+ Clients
We are committed to supporting boards and members every step of the way, ensuring smooth operations and long-term success for every community we serve.
All-inclusive monthly support designed for co-ops.
One simple monthly fee covers everything your co-op needs—no hidden costs, no surprises.
Responsive help when you need it most.
Your co-op’s needs don’t follow a fixed schedule—neither do we. If an urgent issue arises, our team is ready to step in quickly and effectively.
Expert guidance from the sector’s most trusted team.
Our team combines deep sector experience with specialized training to deliver reliable, knowledgeable support tailored to your community.
Flexible programs that grow with your community.
We offer flexible solutions that adapt to your needs, whether it’s day-to-day management, long-term planning, or urgent support.
