Service 08 · Planning
Year-end planning that keeps your AGM on schedule
Most audit delays start with missing documents. We send your property manager a dated checklist before year-end and a timeline planned back from your AGM deadline.
What's included
What you get with this service
Planning call
Confirm year-end, AGM window and any changes.
Document checklist
A dated list sent to the manager before year-end.
Confirmation requests
Bank and investment confirmations sent early.
Timeline
Fieldwork, draft and approval dates agreed upfront.
Reminders
Friendly reminders ahead of each date.
Why it matters for your condo
The AGM notice timeline in the Condominium Act leaves little room for a late audit. Planning early is what keeps the board on schedule.
60 days
Before year-end, we confirm scope and dates.
14 days
Before year-end, the checklist goes to your manager.
35+ days
Before the AGM, statements need to be ready for the notice.
What your property manager will provide
We send these as a dated checklist before year-end, so nothing is a surprise.
- Fiscal year-end date
- Target AGM window
- Property manager contact
Common questions
When should we start planning?
About two months before your fiscal year-end is ideal, especially if you are switching auditors.
Can you help if we are already late?
Often, yes. Tell us your year-end and AGM date and we will tell you honestly what is possible.
Fixed-fee proposal
Get a proposal that includes year-end planning
Two minutes, no documents needed. We reply within one business day.
Often included alongside
Next step
An audit your board can follow, delivered before the AGM clock runs out.
Tell us about your corporation and we will send a clear, fixed-fee proposal. No documents needed to start.