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Accounting Services

TIMELY and TRANSPARENT HOA financial reporting, delivering actionable insights for your community

What Makes Us Different?

Specialized HOA Accounting Expertise

Our full-service, in-house accounting department of 40 professionals has focused ONLY on HOA accounting for 40+ years. This allows us to deliver unmatched accuracy and financialinsights tailored to the unique needs of HOAs.

Dedicated and Personalized Service

Each association is assigned a dedicated accountant who intimately understands the community's operations and provides customized guidance to board members.

Proactive Financial Management and Alerts

We foresee potential issues, such as low cash balances or maturing investments, and notify board members directly via the SnapHOA app, helping associations stay ahead of challenges.

Fast and Transparent Financial Processes

Our efficient systems enable us to process AP/AR quickly (checks cut in 3 days) and present easy-to-read, transparent financial statements for informed decision-making.

Seamless Onboarding Process

We promise to have your first set of financials ready no later than 60 days after we take over. We will also import historical data from the current year to aid in spotting trends and overall transparency.

Cutting-Edge Technology for Financial Clarity

We leverage advanced accounting software and digital tools, including the SnapHOA app, to provide real-time financial insights, easy document access, and seamless communication—ensuring board members have the information they need at their fingertips.
4 Decades of HOA Accounting

Meet Our Amazing Accounting Team

Our Accounting department has been providing accounting services for Homeowner Associations for over 4 decades. We have a team of over 40 experienced accountants, including Accounts Receivable, Accounts Payable, Escrow, and Staff Accountants.

We understand the unique accounting needs of HOAs, and we are committed to providing our clients with accurate and timely financial information, and we offer a wide range of accounting services.

Cash Posting

Team Size: 7

Average Tenure: 3.4 Years

Cash Collections

Team Size: 6

Average Tenure: 5.2 Years

Staff Accounting

Team Size: 21 (18 with Bachelor or higher in Accounting, Finance or Economics)

Average Tenure: 4.5 Years

Accounts Payable

Team Size: 6

Average Tenure: 4.5 Years

All In One Accounting

Full List of HOA Accounting Services Offered

Staff Accounting

HOA monthly financial statements & inquiries

Bank account set up & inquiries

Annual budget support

Audit/review support

Attend Board meetings (upon request)

Accounts Payable

Invoice payments- checks, EFT, ACH, phone

Stop payments

Tax payments

Weekly low fund alerts

1099 reporting

DE 542 reporting

Cash Posting

Monthly statements

Homeowner ledgers - assessments, & payments

Account adjustments

Energy & recurring charges

Close of escrow items

Cash Collections

Implement HOA’s collection policy

Late fees, interest charges, fees

Late letters

Pre-liens

Liens

Attorney packages

Delinquency reports

The SnapHOA Accounting PLUS tech software has all the services to help me manage my HOA, so I have less stress and more time to do my job effectively.

Ashley MargolisBoard Member

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