$4.00 per unit per month — minimum $200

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

$5.00 per unit per month — minimum $300

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

• Tax prep with added fee of $300

• Monthly variance reports

• Coordination with auditors for year-end review
  

$6.00 per unit per month — minimum $500

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