Your Phoenix HOA.
Your decisions.
Our accounting.
Keep your board in charge. We handle the dues, vendor payments, reconciliations and monthly financial reporting for self-managed associations across the Phoenix area.
Nationwide remote service · CPA on our ownership team
Less bookkeeping.
More time for your community.
Your board can keep its local vendors and make community decisions while a remote accounting team handles the financial administration.
Know where the money goes
Monthly statements and reconciliations give your board a consistent view of income, spending and owner balances.
Keep payment approvals clear
We organize and code vendor invoices. Your board approves the payments, and we process them.
Stay connected from anywhere
Board and homeowner portals keep financial information accessible, whether members are in Phoenix or away for the season.
The financial essentials, included.
Every community receives the same core accounting services. Our ownership team includes a CPA.
Monthly reporting
Income statement, balance sheet, bank reconciliations and owner ledger.
Dues collection
Assessment billing, payment tracking, reminders and delinquency reports.
Vendor payments
Invoice coding and processing of board-approved payments.
Budget & reserves
A budget template based on historical actuals and tracking against your existing reserve study.
Tax preparation & 1099s
Federal and applicable state HOA tax returns, plus vendor 1099 preparation and filing.
Resale support
Resale certificates, account status letters and title company balance questions.
Online portals
AppFolio access for homeowner balances, payments, board reports and invoice approvals.
Standard onboarding
Records transfer, portal setup and transition of operating accounts and vendor payments.
Prior-year bookkeeping cleanup and exceptional projects are quoted separately. Any applicable homeowner payment processing, third-party or statutory document charges are disclosed separately.
Financial clarity for the way your HOA operates.
Useful accounting starts with your association's actual responsibilities. These are examples to discuss when planning your Phoenix-area HOA's reporting.
Landscape & irrigation spending
If your HOA maintains common landscaping, separate water, irrigation repairs and landscape invoices so the board can compare actual spending with its budget. Your board selects and supervises the vendors.
Pools & shared amenities
For communities with pools, gates or other shared assets, distinguish recurring operating costs from reserve contributions and planned replacements. We track the finances; your board schedules the work.
Seasonal board participation
Keep reports, owner balances and invoice approvals accessible through online portals when board members travel. Agree on an approval process so routine bills keep moving.
You manage the community.
- Vendor selection and supervision
- Maintenance, inspections and projects
- Rules and architectural decisions
- Final budgets and payment approvals
We handle the accounting.
- Assessment billing and payment tracking
- Board-approved vendor payments
- Bank reconciliations and monthly reports
- Tax preparation, 1099s and financial records
One package.
Sized for your community.
One flat monthly fee based on community size and accounting complexity. Tax preparation, 1099s and standard onboarding are included.
Our standard accounting agreement has a 12-month term. Final pricing and renewal terms are confirmed in your proposal and agreement.
The same nationwide pricing approach applies to Phoenix-area communities.
Local decisions.
Remote accounting support.
HOA Finance Partners provides accounting-only services nationwide, including Phoenix and the surrounding metro area. Services are delivered remotely; we do not maintain a Phoenix office or provide onsite management.
Start with a clear accounting handoff.
Share your unit count, recent financial statements, owner ledger and open vendor invoices. We'll review the records, confirm pricing and plan your transition.
Operating accounts must use Western Alliance Bank's Alliance Association Bank. Reserve-account arrangements are reviewed separately.
Standard onboarding is included. Most transitions take around 30 days after the needed information is received.
Clear expectations from the start.
Do you provide full-service HOA management in Phoenix?
No. We provide accounting-only services remotely. Your board or existing manager remains responsible for operations, maintenance, inspections, vendor selection and rule enforcement.
Are taxes, 1099s and onboarding included?
Yes. Federal and applicable state HOA tax returns, vendor 1099 preparation and filing, and standard onboarding are included in the monthly fee. Historical cleanup and exceptional work are quoted separately.
Can our association keep its current bank?
Operating accounts must use Western Alliance Bank's Alliance Association Bank. We review reserve-account arrangements separately during onboarding.
How long is the accounting agreement?
Our standard accounting agreement has a 12-month term. Renewal details are stated in the proposal and agreement.
Do you have a local office or onsite staff in Phoenix?
No Phoenix office or onsite management is part of our service. We support communities remotely through online portals and direct communication with our team. Our ownership team includes a CPA.
Will you make our budget and management decisions?
We prepare a budget template from historical actuals and track financial activity. Your board reviews and adopts the budget, approves vendor payments and makes all community management decisions.
Give your Phoenix HOA a clearer financial picture.
Tell us about your community. We'll prepare a proposal with one comprehensive package and a clear monthly fee.