Two service options.
One experienced Utah team.
Some boards want to hand off operations completely. Others prefer to stay self-managed and outsource the books. We do both, with a clear monthly fee and CPA-led financial oversight.
Only the services your community needs.
Accounting-only keeps operational decisions with your board. Full service adds a local team to coordinate the details.
Accounting-Only
Your board runs the community. We keep the books current, the dues flowing, and the reports accessible.
Monthly financials
- Financial statements and bank reconciliations
- Operating and reserve balances tracked separately
- Board reporting, ledgers and supporting records in AppFolio
Billing & collections
- Assessment billing and payment tracking
- Owner portal with online payment options
- Delinquency reports and coordination with collection counsel when needed
Vendor payables
- Invoice coding and payment processing under board-approved controls
- Payment records and supporting documents
- Vendor tax information and annual 1099 preparation
Budget & year-end support
- Annual budget support for board review
- Reserve contribution reporting
- Year-end accounting and tax coordination under your proposal
Full-Service Management
All accounting-only services plus the day-to-day management your board shouldn't have to do alone.
Everything in Accounting-Only
- Financial reporting, dues, vendor payments and portal access
Maintenance & vendors
- Routine and seasonal maintenance coordination
- Work orders, proposals, vendor bidding and contract oversight
- After-hours emergency coordination
Rules & community standards
- CC&R notice and enforcement processes
- Architectural applications and decision tracking
- Documented community inspections and compliance records
Board & homeowner support
- Team-based community management with coordinated coverage
- Owner inquiries, notices and mass communications
- Annual meetings, elections, agendas and minutes
- Insurance tracking and ongoing governance coordination
Your association stays in control of its funds.
Account ownership & visibility
Association funds remain in accounts titled to the HOA. Operating and reserve funds are tracked separately, and the board has access to financial reporting.
Clear board approvals
Routine or pre-approved invoices follow the spending authority your board establishes. Matters exceeding approval thresholds go back to the board.
Not sure which service fits? We can review your current setup and recommend a scope based on your board's involvement, vendor needs and community operations.
When accounting-only is enough.
Your board already has trusted vendors and handles operations comfortably, but financial statements, assessments and reconciliations take too much time.
Which sounds like your board?
HOA services across Utah.
Serving associations along the Wasatch Front, Wasatch Back, and beyond. We offer full-service management where we can support your community's on-site needs, and accounting-only services for boards that prefer to manage operations themselves.
Salt Lake Valley
Management and accounting support for condominiums, townhomes, and neighborhood associations.
Park City & Wasatch Back
Communities with seasonal occupancy, snow management, and common-area maintenance needs.
Davis County
Board support for established neighborhoods, townhomes, and growing communities.
Ogden & Weber County
Reliable accounting and appropriately scoped support for common-area operations.
Provo, Orem & Utah County
Services for developing neighborhoods, multi-phase communities, and established HOAs.
St. George & Southern Utah
Accounting support and management proposals tailored to local amenity and vendor needs.
Don't see your city? Ask us about your HOA. Listed locations are areas for inquiry, not a guarantee of on-site coverage. We'll confirm service availability and scope in your proposal.
Tell us what your HOA needs.
We'll prepare a flat-fee proposal for the services you choose, generally within one business day.