HOA Accounting

 

Managing an HOA can be a very challenging adventure.  Trying to do the right things for the community, maintaining the homeowner's happiness and enjoyment of their community, keeping assessments down while trying to balance the budget, but also maintaining the CC&Rs and the Board's fiduciary responsibilities can be quite the accomplishment.

I have several years of experience as Director of Accounting for a homeowners association management company with over 65 communities and as the Controller for an HOA with over 4,000 residence, several restaurants, tennis/fitness facilities, and 45 holes of golf.  I believe my knowledge and experience can be your benefit!

 

Services:

 

• Easy to read monthly financial reporting

• Assessment billing & collection

• Collection efforts for delinquent accounts

• Accounts payable management

• Budget drafted

• Transfer disclosure management

• Homeowner inquiries

• Ongoing Board communication