Homeowner Association Accounting
You volunteer your time to ensure your Association is fiscally and professionally managed—whether through a property management company or self-managed operations. To do this well, you need financial information that is not only accurate but also fully compliant with CCIOA, Fund Accounting principles, and GAAP. Many bookkeepers can make entries, but ensuring compliance and clarity is where experience matters.
I bring over 30 years of expertise in preparing Association financial statements. My work includes:
- Correct classification of Reserve Funds
- Accounting for multi-million-dollar capital projects
- Accurate daily entries, ensuring seamless periodic audits
- Customer service with respect and professionalism toward both homeowners and vendors
I intentionally limit the number of clients I take on, ensuring that each receives quality, timely, and courteous communication.
Software Expertise
I am a QuickBooks Online Certified Pro-Advisor, but I am also highly skilled in:
- Cinc
- AppFolio
- Springer Miller
- Yardi
- First Resort
I can manage conversions to or from QuickBooks Online and accommodate your software of choice.
Transparent Pricing
I work on a flat fee rate structure, so your budget is predictable. You choose only the services you need, with the flexibility to adjust at any time.
Clear, Professional Reporting
Your monthly financial package includes all standard reports along with an executive summary designed to help the treasurer present a clear, concise overview of the Association’s financial health.
Additional Services
- Attendance at Board and Annual Meetings
- Forensic auditing services if books appear irregular
I hold a BS in Accounting and have been doing HOA accounting in Vail since 1997 (and in Hawaii prior to that).
Thank you for reviewing my services. Please feel free to call or email for more information.