Approx. $4.00 per unit / month; minimum of $100

For small or self-managed HOAs that only need the basics handled.

Includes:

- Monthly invoicing and dues collection

- Recording homeowner payments (one-time & recurring ACH/Check/Credit Card)

- Automated payment reminders for past-due owners

- Delinquency reporting for the board each month

- Vendor bill processing and payments

- Monthly financial statements (income, balance sheet)

- Bank reconciliation

- Secure online portal for board access

Ideal for: Smaller HOAs that just need back-office accounting without compliance or budgeting services.

Approx. $6.00 per unit / month; minimum $150

Adds compliance and budgeting support for boards that want minimal financial involvement.

Includes everything in Essential, plus:

- Annual budget preparation assistance

- Reserve fund tracking and reporting

- State compliance filings (annual reports, renewals)

- Coordination with CPA for year-end tax prep

- Monthly variance reports

- 1099 filing for vendors

Ideal for: Mid-size HOAs that need reliable financial management without full operational oversight.

$8.00 per unit / month; minimum $250

For boards that expect complete accounting coverage with minimal effort on their end.

Includes everything in Plus, plus:

- Financial consulting services, responses within 2 business days

- Coordination with auditors and tax preparers

- Reserve tracking aligned with your community’s reserve study

- Multi-year budget forecasting

- Customized reporting and chart-of-accounts setup

- Annual financial review summary (virtual or written)

Ideal for: Boards that want full transparency and reliability, but prefer a hands-off experience.