Accounting-only services for self-managed HOAs
One plan. Complete HOA accounting.
One flat monthly fee based on community size. Taxes, a budget template, resale support, and standard onboarding are included. Your board remains in charge of the community.
See your HOA's estimated monthly price
Enter your unit count to see an estimated range. Every community receives the same comprehensive accounting service. Final pricing depends on accounting complexity.
Type a number or drag the slider. Both stay in sync. Include all homes, condominiums, or townhomes billed by the association.
For proposal context only. Your ZIP code does not change the estimate.
No email required to see pricing. Inputs are not submitted or saved automatically. Request a Proposal opens our contact form with your estimate details; Email This Estimate prepares a message with your details.
Estimated monthly accounting fee
$549–$749
per month
One complete plan starting at $249/month. Final pricing is confirmed after reviewing accounting activity. Communities with 500+ units receive a custom quote.
Monthly pricing by community size
One accounting package| Community size | Estimated monthly price |
|---|---|
| 1–12 units | $249 |
| 13–29 units | $249–$329 |
| 30–49 units | $329–$399 |
| 50–99 units | $399–$549 |
| 100–149 units | $549–$749 |
| 150–199 units | $749–$949 |
| 200–299 units | $949–$1,199 |
| 300–499 units | $1,199–$1,499 |
| 500+ units | Custom quote |
One accounting package for all communities. Final flat monthly fees within each published range depend on transaction volume, operating accounts, and reporting complexity. Standard onboarding is included; historical cleanup is quoted separately.
Everything your HOA needs. Nothing it doesn't.
Our standard accounting plan covers the financial work that takes the most time off a volunteer board's plate.
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.
Frequently asked questions
Straight answers for self-managed HOA boards.
How is the final monthly price determined?
We publish a range for each community size. We confirm one flat monthly fee after reviewing transaction volume, bank accounts, reporting requirements and existing records. Unusual one-time work is quoted separately.
Does our ZIP code change the price?
No. Our published pricing schedule is nationwide. We use ZIP code for context and to review applicable state-specific requirements.
What is included?
All eight standard services are included, including monthly reporting, billing and payments, a budget template, reserve tracking, tax preparation and 1099s, resale support, portals, and standard onboarding.
Can we keep our current bank?
We require operating accounts at Western Alliance Bank (Alliance Association Bank). Reserve-account arrangements are reviewed separately.
How long is the contract?
Our accounting agreement has a 12-month term. Renewal terms are stated in the proposal and agreement.
Are tax returns and 1099s included?
Yes. Federal and applicable state HOA tax returns and vendor 1099 preparation and filing are included in the monthly fee.
Do you provide full-service HOA management?
No. Your board or existing manager handles maintenance, inspections, vendor selection, and rule enforcement. HFP provides accounting.
How does onboarding work?
Standard onboarding is included and usually takes around 30 days after we receive needed information. Prior-year cleanup or exceptional work is quoted separately.
Are payment processing or resale-document fees included?
Your monthly HFP accounting fee includes our routine work. Any homeowner payment processing charges, statutory fees, or outside resale-document charges are disclosed separately when applicable.
Ready to take accounting off your board's plate?
Tell us about your community. We reply within one business day and provide a proposal with one flat monthly fee and a 12-month term.