After working for several years as an auditor in public accounting and then as a Corporate Controller and CFO in private industry, I wanted to do more to help small businesses and their owners reach their ultimate potential.  I quickly recognized that many small businesses spent more time with the administration of their finances than doing what they loved most… running and growing their business. 

Other small businesses spent all their time running and growing their business and spent no time on the administration of their finances.  It became difficult for them to know where their company had been and where it was going. 

I began taking on clients to help small businesses with their accounting and finance needs, including helping them develop budgets, create financial statements, and interpret their financial results.

During this time, I was approached by a member of a Homeowners Association board of directors.  The individual explained that their Homeowners Association was using a third party management company for their Association but they were unhappy with the accounting service they were being provided.  They wanted to carve that function out and have someone with more experience take care of the HOA’s accounting.

After taking on the Association as a client, I realized this story was not unique.  There are many Homeowner Associations and Communities that are either self-managed or use third-party management companies where the board of directors are not pleased with the service and results they are receiving from their providers.

We understand the pressure that community and HOA board of directors are under to keep fees low.  We believe that an Association should not have to pay outrageous fees for high quality of service.  Many third-party management companies do not have the experience or expertise to manage both the property’s needs and the accounting and finance.  Many self-managed Communities and Associations either don’t have the expertise, or simply don’t have the time to manage their accounting.  

Our mission is to provide our clients with the highest quality HOA accounting and finance management, customized to their needs, at a reasonable monthly fee. We provide open and transparent pricing with no hidden surprises.  We work with the board of directors to ensure the Association’s needs are met.

Even better, is that we offer a referral program as well.  For every referral your HOA provides that results in a signed engagement, we offer one month of free service, with no limit on the number of free months you can qualify for.

Contact Us for a free consultation.