Gail Pizetoski

    • Member Type(s): Expert
    • Title:CPA, AMS, CMCA, RE Broker
    • Organization:Condo & HOA Smart LLC
    • Area of Expertise:Condo & HOA Industry Expoert

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My Expertise

    My Expertise

      Area(s) of expertise: Condo & HOA Industry Expoert
      Summary of expertise:
      I have over 30 years of community association industry experience and have been active in the industry and understand it from many different angles.

      My industry experience includes the following:

      CPA, Auditing, Tax prep, Association Manager, Daily Accounting & automation, Financial Statement prep, Budget analysis & prep, Real Estate Broker, Management company founder, Board of Directors training seminars, Management company consulting, Condo & HOA -Association Due Diligence
      Blog/Web site:
      Books/articles published:
      Other articles are included on my website Some of these articles have been included in several Condo & HOA newsletters and websites.
      Two Options for HOA Tax Returns
      CPA: AICPA, NC Association of CPAs

      AMS: Association Management Specialist (NBC-CAM/Community Association Institute)

      CMCA: Certified Manager of Community Associations (Community Association Institute)

      NC Real Estate Broker - NC Real Estate Commission

      Prior media experience:
      I have been quoted in several articles about HOAs in the Charlotte Observer.

      I have also been interviewed/filmed for a local TV station, for a news story concerning Condos & HOAs.

      My management company (and I) were profiled in both the Charlotte and Wilmington Business Journal.

      Educational background:
      Brooklyn College-BS Accounting
      Real Estate Agent - 1991
      Real Estate Broker (BIC) - 2002
      AMS/CMCA designation required many classes & tests from the Community Association Institute (Industry Trade Group)

      The above licenses & designations require ongoing classes in CPE (continuing professional education)

      Provided many educational seminars to Condo & HOA Board members & homeowners.
      JJ | HomeBuyer in Florida
      I just wanted to say thank you very much for your help. I think I’m going to pass on this place. I would like to keep your contact information and have you review another condo financial when I find a different building. The way you broke it down and explained everything was very helpful and you really sound like you know what you’re talking about.

      Joe Guerrero | President-TOS! –Total Office Services, Former Accounting/Tax Client, HOA Board President (Huntersville, NC)
      The thing that strikes me about Gail is her enthusiasm for work and her clients. This quality is hard to find these days. Gail exhibits confidence and a very broad knowledge of her profession. August 2012

      Doug Talley | Founder/Former President of William Douglas Management Co. (Charlotte, NC)
      In all of my business dealings with Gail, I have found her to be professional and prompt. We have used Gail’s services in our property management business for audits and reviews of Homeowner’s Associations. Also, Gail provided accounting services from beginning to end for Construction Projects. July 2012

      Joseph Smith | ServiceMaster Quality Restoration (Charlotte, NC)
      I met Gail while working projects with Jorel Association Management. She managed and ran a very well organized company which maintained a good name in the market regarding management companies. Gail was pleasant to work with and was very knowledgeable in the business. I feel she will be an asset in any business venture she undertakes. August 2012

      Gary Knight | HOA Board President (Cornelius, NC)
      Gail Pizetoski managed the accounting for our HOA for nearly ten years. Her expertise in HOA accounting is unparalleled, and her ability to forecast our HOA’s needs, plan our budgets, and advise our HOA on ways to improve collections, forecast needed reserves, and manage our cash was extremely valuable. July 2012

      Rick Hunter | Regional Vice President – Optimal Outsource (Greensboro, NC)
      Gail built her management company into a strong, professionally run operation that was a joy to work with. Gail was great to work with on a personal basis and her staff reflected her professional attitude. She was also a strong supporter of the CAI chapter here in NC when I was president. Her support could always be counted upon. If you are looking to have a person that is professionally motivated and personally involved in helping you solve problems, then Gail will be that person. August 2012

      Pat Neel | Former Tax client (Charlotte, NC)
      My wife and I utilized Gail for taxes as well as other financial related matters. Gail is very personal and provides sound advice, guidance and service in her practice. We gladly recommend Gail and her business knowledge to others.

      James Sanders | Condo Board President (Cornelius, NC),
      The wisdom I learned from Gail’s Homeowner’s Association Board of Director’s Overview training has helped me identify and defend myself against fraudulent misguidance from HOA Boards, and better understand the dynamics between HOA and Property Management companies. Her guidance regarding preventing and handling past due Accounts Receivables will serve me for the rest of my business life. Her ethics and wisdom reflect great credit upon any organization with which she interacts.

      Denis Bilodeau | Condo Board President, President-Aquesta Insurance (Cornelius, NC)
      I have known Gail for many years and you will not find a more professional, knowledgeable business individual. Gail is capable of effectively managing a business as well as dealing with individuals to address their unique needs. I highly recommend Gail as someone who understands the financials and can put an effective business plan in place.

      golf, reading, crafts, educating homebuyers, homeowners and real estate agents

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