We are designed to solve financial challenges faced by business owners, property management companies and homeowners associations. Using our experience and technology can reduce the workload of staff members, managers, employees and volunteers of your organization. Improve your financial reporting systems by implementing our modern approach to accounting, easy day-to-day operations processes, and 100% transparency of accounting records.
HOABooks was designed to make financial reporting understandable and transparent, with on-time monthly reporting to all members of your organization.
With click-to-pay you can approve ACH or regular checks that we mail to your vendors at no extra fee. We support multiple users, including dual signature and payment tracking.
Set up automatic recurring charges to homeowners via free ACH. Owners, renters and other customers can also pay online using e-checks, debit and credit cards.
A paper-based HOA LockBox to process, deposit and reconcile regular mailed payments into your HOA checking account. Eliminate the task of making daily trips to the bank.
Invoices and notices from vendors can be sent directly to this mailing address. Turn your regular mail into digital information while using our advanced click-to-pay technology.
We help you prepare your annual tax return with the Federal Government. Our job is make sure you comply with the requirements of the IRS when it comes to filing.
See all your documents in one place at any time on any device. All your invoices and documents are stored securely in our system so you can access them when you need to.
Connect and synchronize your bank and credit card accounts so our bookkeepers can reconcile your transactions and monitor your bank accounts on a daily basis.
We manage the bookkeeping aspect of renovation projects with multiple contractors. Give to your vendors your P.O. Box Address and we will handle the rest so you and your team can focus on construction.
The HOA payment history of each owner is reported to the Credit Bureau to help Homeowner Associations collect HOA dues faster. Delinquent accounts 31 days late will impact the owner’s credit.
We handle payroll and salary reconciliations. Using a payment processing company may be expensive. We process your payroll for free and reconcile the salaries of employees at no extra cost.
A unique email address for all of your invoices and expenses. You may email or Cc attached electronic documents so they can be reconciled and stored properly.
Set bill payment protocols so each invoice is first approved by a property manager and then paid by a Board Member: a click-to-pay solution. Our technology allows for audit trial and secure payments to vendors via ACH or Paper Check.
We monitor, reconcile and report your results versus your budget, no more surprises at the annual meeting. Now, you will not only meet your budget, but you will understand it as well.
No problem, each month we report their payment history to the Credit Bureau. For the first time in history, homeowners can build their credit by paying on time, or quite the opposite if they don't pay. Achieve a faster collection of dues every month.
You receive the financial results of your HOA.
We run and monitor your HOA finances.
We are disrupting the condo finance industry because owners are demanding more.
Because owners and board members deserve to know where the money is spent, condo associations need accountability.
On the 10th of every month you will receive your Profit and Loss, Balance Sheet and Cash Flow statements electronically.
Online. We operate 100% remotely to process your HOA needs. and we are one phone call or email away from you and your team.
Accounting professional passionate about technology and real estate.
Experienced controller and business strategist in charge of HOA's success.
Harvard Business School executive bringing a customer focused strategy.