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HOA Accounting Services

Effortless HOA Accounting for Self-Managed Associations.

Your time is valuable, and as volunteer board members, accounting shouldn’t be your burden. We manage your HOA’s finances, freeing you to focus on your lives and community. Let us take the stress out of accounting.

 

Let's Talk Accounting!
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How it works:

 

Let us handle...

We expertly manage your HOA’s finances, shielding you from common mistakes, pitfalls, and potential liabilities.
Financial Management

We handle everything: owner billing, delinquency support, accounting, financial reporting, vendor payments, federal tax filing, and more. Let us take care of the details so you can focus on your community.
Guidance & Resources

Get support from an experienced organization that understands the needs of self-managed HOAs and their volunteer boards. We offer comprehensive training, expert advice, and valuable resources to help you succeed.
Resale & Refinance Support

Ownership transfers, closing demands, lender reporting, and new owner information. Process paperwork in compliance with regulations. Welcome packets to new owners.
 

Your Board handles...

Volunteer board members can take care of the community and not feel like their board service is a full time job.
Onsite Management

No one is better equipped to handle this than you! Violations, architectural requests, and common area oversight require boots on the ground.
Governance

Lead Annual Meetings, conduct Board Meetings, and handle the meeting minutes. Decide upon the annual budget and plan for expenditures, with our support.
Resident Support

The board knows the community and their neighbors, enabling them to make better decisions about how the community runs and handling questions.
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Affordable and Comprehensive

Priced from just $395/month

Let us collect and protect funds, pay bills, provide timely and accurate financial reports, and make the Board's job easier.

  • Set-up and onboarding are free!
  • QuickBooks Online subscription included!
  • Expert guidance included!

All-Inclusive Accounting Services

We manage the finances so you can focus on your community.
White Glove Set-up
  • Kick-Off & Hand-Off Consultation Calls: Ensuring a smooth transition
  • QuickBooks Online Setup: Account setup, migration, and chart of accounts customization.
  • Opening Balances Setup: Accurate financial start.
  • HOALife Software Customizations: Enhanced operations.
  • Fast Set-up: We can have you onboard within a few weeks and make the process easy
HOA Bookkeeping
  • Collect Owner Dues Payments: Receive checks or ePayments and deposit funds
  • Pay Bills: Generate checks and ePayments for Board approved bills and expenses
  • Apply Late Fees: Late Fees and late notices sent proactively
  • Record Board Paid Items: Entry of expense items paid directly by the Board
  • Distribute Statements: Generate, mail, and email homeowner statements
Banking & Controls
  • Detailed Financial Reporting: Produce a monthly financial report package and share with the Board proactively
  • Monthly Bank Reconciliation: Bank statements and complete reconciliation every month
  • Full Board Oversight: Full transparency and Board approvals for vendor payments
  • Complete Internal Controls: All staff must pass a background check and strict internal control procedures are followed
Compliance Assistance
  • Produce year end 1099 Tax forms: For vendors, state and federal agencies (optional)
  • Annual State Filing: Assist with or complete annual filing with Secretary of State (optional)
  • Annual 1120H Tax Return: Complete and file return or coordinate with outside tax preparer (optional)
  • Board Reminders: Tailored for your HOA for compliance with governing documents
Resale & Refi Support
  • Resale Certificates and Title Requests: Provide demand of funds to title/escrow service at property resale or refinance
  • New Owner Setup: Account setup in accounting and HOALife
  • Welcome Packets: Send an HOA welcome packet and guide to new owners
  • Owner Roster: Ownership information is constantly updated and available to the Board at any time
Board Guidance
  • Access to Experts: Advice and guidance from experienced HOALife industry veterans
  • Financial Planning: Yearly financial review with Board for financial planning and budgetary considerations
  • Best Practices: Guidance on operational questions and policies and procedures
  • Consistency During Transitions: Processes and duties do not have to be refined with every Board turnover

HOA's Served

2156
and growing every day!

Properties in HOALife

1058043
and growing every day!

Happy Board Members

8586
and growing every day!
 

Let's Talk Accounting!

We're sure you are really giddy with excitement to discuss HOA Accounting -- but let's get it off of your to-do list and out of your mind. Reach out to us today.