HOA Consulting Services
Reliable Financial Help for Associations
Managing an HOA Takes Time and Effort
Managing a homeowners association involves handling a wide range of daily responsibilities. From accounting and collections to homeowner communication, violation enforcement, and maintenance coordination, the workload can quickly add up.
Associations that work with professional management companies are able to share this burden and operate more efficiently. Self-managed associations, however, do not always have access to that same level of support and often carry the full weight of these responsibilities on their own.
As a result, many self-managed HOA boards find themselves overwhelmed. Board members are typically volunteers who care deeply about their community but may not have the time, training, or experience required to manage complex HOA operations. Without proper structure and support, even well-intentioned associations can struggle to stay organized and financially healthy over time.
- Complete financial reporting package customized for your association
- Detailed owner payment and delinquency record on a monthly basis
- Internal controls to protect association funds
- Payment of all bills approved by Board from association funds
- Monthly bank statements and reconciliation to the Board
- Billings sent to homeowners, including regular assessments, late fees, special assessments and collection fees
- Preparation of annual budget to be approved by Board and distributed to homeowners
- Assist auditor chosen by the association for tax and audit preparation
- Timely preparation of reports and forms for governmental agencies including employer tax forms and 1099’s
- Establish and maintain reserve accounts