HOAs & condo associations
HOA and condo association bookkeeping in Northern Virginia
Volunteer board treasurers shouldn't have to be accountants. We keep self-managed HOA and condo association books accurate, track assessments and reserves, and deliver clear monthly reports the whole board can understand.
- QuickBooks ProAdvisor
- Serving small businesses since 2020
- English & Spanish
Monthly books and board-ready reports
Each month we reconcile your operating and reserve accounts, record assessments and expenses, and prepare a board package: balance sheet, income statement compared with budget, assessment receivables and a list of bills paid. Board members get the same numbers, in plain English, before every meeting.
Assessments, delinquencies and owner records
We track assessments by owner, apply payments, and produce a delinquency report so the board can follow its collection policy. When a home sells, we help the board or management respond to resale and payoff requests with accurate balances.
Annual budgets and reserve tracking
We help the treasurer build next year's operating budget from actual history and keep reserve contributions and spending in line with your reserve study. That makes it easier to explain assessment changes to owners and avoid surprise special assessments.
A smooth hand-off at year-end
When your association's tax return or independent review is due, we deliver a clean, reconciled set of books and supporting schedules to your tax preparer or outside accountant. When board members change, the records stay organized and easy to pass along.
FAQ
Common questions
Do you work with self-managed HOAs?
Yes. Self-managed HOAs and condo associations are our main focus, though we also work alongside management companies when the board wants an independent set of eyes on the books.
Can you attend board meetings?
We can join a board meeting by video to walk through the financials, answer questions and help with the budget discussion.
Do you perform HOA audits?
No. We don't issue audit or review reports. We keep the books and prepare the schedules your independent accountant needs, which usually makes an audit or review faster and smoother.
What software do you use for HOA books?
We usually work in QuickBooks Online with owner-level tracking, and we can work with the HOA software your community already uses.
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Ready for books you can trust?
Book a free 15-minute consultation by video or phone. We'll talk through your business, what you need and the next steps. In English or Spanish.