Simple, Transparent Pricing
Flat-fee pricing built for HOA boards. No hourly rates, no surprise invoices, no long-term contracts.
Available Plans
Essential Plan
$4.00 per unit per month — minimum $100
For self-managed HOAs that need professional financial back-office support.
Includes:
Monthly invoicing and dues collection
Homeowner and board online portal access
Recording homeowner payments via ACH, check, or credit card
Automated payment reminders for past-due owners
Delinquency reporting for the board each month
Accounts payable, vendor bill processing and payments
Monthly financial statements (income statement, balance sheet)
Bank reconciliations
Resale certificate and account status letter preparation for unit sales
Plus Plan
$5.00 per unit per month — minimum $150
Adds compliance and budgeting support for boards that want minimal financial involvement.
Includes everything in Essential, plus:
Annual budget preparation
Reserve fund tracking and reporting
State compliance filings
1099 filing for vendors
Monthly variance reports
Coordination with auditors for year-end review
Premium Plan
$6.00 per unit per month — minimum $200
Complete accounting coverage with CPA-level oversight and in-house tax preparation.
Includes everything in Essential and Plus, along with:
In-house tax preparation — no outside CPA needed
Financial consulting with responses within 2 business days
Reserve tracking aligned with your reserve study
Multi-year budget forecasting
Customized reporting and chart-of-accounts setup
Annual financial review summary
Get In Touch
If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.