What We Handle So Your Board Does Not Have To

Professional HOA accounting and financial management services delivered remotely to communities in every state.

Managing an HOA's finances is a full-time job. Most volunteer boards are not accountants, and most full-service management companies charge for far more than boards actually need. HOA Finance Partners provides accounting-only services that give your community professional financial oversight without the overhead of a full management contract.

Services

  • Every month your board receives a complete financial packet including an income statement, balance sheet, bank reconciliation, and owner ledger. Reports are prepared by our team, reviewed for accuracy, and delivered on time through your secure board portal. No more chasing your manager for financials or trying to interpret a spreadsheet.

  • We handle the full assessment billing and collection cycle. Homeowners receive invoices, can pay online via ACH or credit card through their dedicated homeowner portal, and receive automated reminders for past-due balances. Your board gets a monthly delinquency report so you always know where collections stand.

  • Every vendor invoice is reviewed, coded, and submitted for board approval through AppFolio before payment is issued. You stay in control of what gets paid without having to cut checks or manage vendor relationships manually. Payments go out on time and every transaction is documented.

  • We prepare your community's annual budget and track reserve fund contributions throughout the year. For communities with a reserve study, we align our tracking to your study's recommendations so your board is always planning ahead and never caught off guard by a major expense.

  • Year-end tax preparation is handled in-house by our tax professional. We prepare your HOA's annual tax return, file 1099s for all applicable vendors, and ensure your community stays compliant with IRS requirements. No need to coordinate with an outside CPA, we handle it all.

  • When a unit in your community sells, we handle the financial side of the transaction. We prepare resale certificates, provide account status letters, and coordinate financial disclosures required by buyers, sellers, and title companies. Our team includes a licensed real estate professional, so your board has a knowledgeable partner for every transaction.

  • Every community gets a dedicated board portal and homeowner portal through AppFolio, one of the leading HOA management platforms in the country. Boards get real-time access to financials, invoices, and documents. Homeowners get a secure portal to view their account balance, make payments, and access community documents. No paperwork, no phone tag, no waiting.

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Frequently Asked Questions

  • Yes. Many of our clients are self-managed boards that handle their own operations but want a professional managing the finances. Accounting-only is one of the most cost-effective ways to bring credibility and accuracy to your community's books.

  • Yes. Some management companies outsource their accounting to us as a back-office partner. If your current manager handles operations but your board wants independent financial oversight, we can work alongside your existing management structure.

  • Most communities are fully onboarded within 30 days. We gather your existing financial records, set up your portal, and transition your vendors and banking with minimal disruption to your board.

  • You can reach us anytime via our contact page or email. We aim to respond quickly—usually within one business day.

  • No. We offer month-to-month agreements. Our communities stay with us because of the quality of service, not because they are locked in.

  • Collaborative, honest, and straightforward. We're here to guide the process, bring ideas to the table, and keep things moving.

  • We provide HOA accounting and financial management services to communities in all 50 states. Because our services are delivered remotely through our portal, geography is never a limitation.

  • Every community gets a secure board portal with real-time access to financial statements, invoices, owner ledgers, and documents. Board members can log in anytime from any device.

  • Our team is available to review reports with your board, answer questions, and walk through any line items that need clarification. Premium plan clients receive financial consulting responses within 2 business days.

  • All communities we work with are set up through Alliance Association Bank, our banking partner. Alliance is one of the leading banks in the HOA industry, offering HOA-specific accounts, online payment processing, and seamless integration with your portal. Most boards find the transition straightforward and our team walks you through every step of the process.

  • We track all past-due accounts, send automated reminders, and provide your board with a monthly delinquency report. When accounts require further action we coordinate with your collection attorney or provide guidance on next steps in accordance with your governing documents.