Accounting for self-managed HOAs nationwide
Your HOA. Your decisions. Our accounting.
Your board knows your community. We handle the financial work: dues, invoices, bank reconciliations, taxes and monthly reporting. Get professional HOA accounting without paying for full-service management.
A better fit for self-managed communities
Your board has enough on its plate.
You shouldn't need a full-service manager just to get reliable financial statements, collect assessments and pay vendors. We take care of the accounting so your board can focus on the community.
Stop chasing financial reports
Receive organized monthly financial statements and bank reconciliations that help your board make informed decisions.
Take bookkeeping off the board's list
Assessment billing, payment tracking and vendor invoice processing handled by an accounting team.
Keep financial visibility
Review balances, reports and approvals through secure online portals instead of disconnected spreadsheets.
Complete HOA accounting
Everything the finances need.
Nothing the community doesn't.
One service, one flat monthly fee. Here is what is included.
Monthly financial reporting
Income statement, balance sheet, bank reconciliation, and owner ledger in your board portal each month. We review every report before delivery.
Dues billing and collection
We bill assessments, accept available ACH and card payments, send reminders, and provide a monthly delinquency report.
Vendor bills and payments
We code vendor invoices. Your board approves payments in the portal, then we process approved payments.
Budget template and reserve tracking
We build a budget template from your historical actuals. Your board sets the final budget. We track reserve contributions against your study, if available.
Tax preparation and 1099s
Federal and applicable state HOA tax returns, plus vendor 1099 preparation and filing, are included in your monthly fee.
Title company and resale support
We prepare resale certificates and account status letters and answer title company questions about owner account balances.
Board and homeowner portals
AppFolio provides online access to owner balances, payments, invoices, statements, and available documents.
Onboarding and transition
Standard onboarding is included. We transfer records, set up portals and operating accounts at Western Alliance Bank (Alliance Association Bank), and transition vendors, usually within 30 days.
You manage the community.
- Vendor selection and community operations
- Maintenance projects and inspections
- Rules, architectural decisions and enforcement
- Community priorities and final approvals
We handle the accounting.
- Assessment billing and receivables
- Vendor invoices and payment processing
- Reconciliations and monthly reporting
- Historical-actuals budget template and reserve tracking
Simple, transparent pricing
Professional accounting should fit your HOA's budget.
One comprehensive accounting package. Pricing ranges are based on the number of homes and the complexity of your financial activity. See an estimate before you share your contact information.
Accounting-only service. 12-month agreement. Final flat monthly fee confirmed in your proposal.
Calculate Your HOA's Price →About our team
Owner-operated. CPA-led. Focused on HOA finances.
HOA Finance Partners combines professional accounting oversight with firsthand experience running community associations. We know the demands placed on volunteer boards, and we've built our services around making the financial side of HOA leadership easier.
Meet the team behind your numbersGetting started
Switching your HOA accounting can be straightforward.
We'll review your needs, confirm the scope and help your board move financial information into an organized process.
Tell us about your HOA
Share the community size and a few details about your current accounting.
Get a clear proposal
Review the monthly price, what's included and any transition needs.
We'll help transition
Standard onboarding is included. We help transfer records, set up your portals and move operating accounts to Western Alliance Bank (Alliance Association Bank), usually within 30 days.
Does HOA Finance Partners provide full-service management?
No. We provide accounting-only services. Your board or existing manager stays responsible for inspections, maintenance, vendor selection, and community rules.
Do you work with associations outside Utah?
We serve eligible communities nationwide. We review state-specific service and licensing requirements before accepting an engagement.
Is tax preparation included in the monthly fee?
Yes. Federal and applicable state HOA tax returns and vendor 1099 preparation and filing are included in your flat monthly fee.
Do you prepare our final budget?
We create a budget template from your historical actuals. Your board reviews it, makes changes, and approves the final budget.
What is the contract term?
Our accounting agreements have a 12-month term. Renewal details are set out in your proposal and agreement.
Do you handle resale and title company requests?
Yes. Resale certificates, account status letters, and title company support are included. Any separate third-party or statutory document fees are disclosed when applicable.
Ready to take accounting off your board's plate?
Tell us about your community and we'll put together a proposal tailored to your HOA.