Services
Comprehensive services designed to simplify your community’s financial operations.
Services
Monthly Bookkeeping
Our HOA bookkeeping services ensure that your finances are always in order, helping your association stay on top of its financial responsibilities and maintain transparency with homeowners and board members.
Bill Pay & Payroll Processing
Streamline your community’s financial operations. We ensure all bills are paid on time, reducing the risk of late fees or missed payments and that employees are paid on time while maintaining compliance with payroll tax regulations.
Online Payments
Provide your homeowners with the convenience of online payment options for dues, assessments, and other fees. Our online payment system is secure, easy to use, and helps streamline the collection of community fees.
Special Assessment Management
We manage all financial aspects of special assessments, including tracking payments and allocations, to ensure a smooth process for both homeowners and board members.
Safeguard Your Funds
Protecting your community’s funds is our top priority. We implement stringent financial controls and transparency measures to ensure that your association’s funds are secure, reducing the risk of fraud or mismanagement.
Annual Tax Return Preparation
Stay compliant with all local, state, and federal tax laws with our comprehensive tax preparation services. We handle the preparation and filing of your community’s tax returns, ensuring accuracy and avoiding costly errors.
Audit Assistance
While we do not conduct audits, we specialize in preparing your finances to be audit-ready. Our detailed, organized financial reports make the audit process smoother for both your community and external auditors, ensuring full compliance with industry standards.
Comprehensive Financial Reporting
We want to ensure that homeowners, board members, and property managers are informed and empowered. Our detailed reports offer a transparent view of your community’s financial health, enabling better decision-making.
Our Services
Our pricing is based on a monthly subscription model. Choose the plan that best suits your business.
Package
Basic
Essential accounting services to keep your association financially healthy and compliant.
- Monthly Bookkeeping
- Timely Financial Reporting
- Account Statements via Email Upon Request
- Late Fee Notifications via Email
- Homeowner Support via Email
- Accounts Receivable & Accounts Payable Management
- Annual Budget Assistance
- Email Attendance at one After-Hours Board Meeting per Year
- Payroll Reconciliation
- Tax Compliance, Audit Assistance, and Legal Support
Package
Advanced
For associations looking for more convenience and efficiency.
- Includes all Basic Plan features
- Faster Financial Reporting
- Special Pricing for First Late Assessment Notice by Mail
- Online Access through the Homeowner Portal
- Management of One Special Assessment per Year
- Increased Efficiency in Financial Operations
Package
Elite
Tailored for larger associations or those seeking in-depth financial insights.
- Includes all Advanced Plan features
- Priority Financial Reporting
- Full-Service Homeowner Support
- Reduced Fee for First Late Assessment Notice by Mail
- Management of Up to Two Special Assessments per Year
- Advanced Financial Reporting
- Attendance at Board Meetings upon Request
- Strategic Financial Planning
- Maximum Efficiency
- Filing of Annual Reports (Sunbiz and BOI)
The Best Community Association Accounting Software
Ready to simplify your Community’s Finances?
We make financial management simple and transparent.
