Services

Utah HOA Management serves communities across Utah, including the Greater Salt Lake area, Park City, Ogden, Provo, and St. George. We manage 50+ communities and more than 2,000 units.

Some boards want everything handed off. Others are self-managed, happy that way, and just need the books done right. We do both, at a flat monthly fee, with CPAs reviewing the financials either way.

Our Service Options

  • Accounting-Only

    For self-managed boards who want the books handled.

    Reporting

    • Monthly financial statements and board packet, delivered by the 15th

    • All operating and reserve accounts reconciled monthly

    • Real-time portal access to financials, GL, and supporting documents

    Billing and collections

    • Assessment billing, payment processing, and autopay

    • Monthly delinquency aging by owner

    • Payment plans, late fees, and pre-lien support coordinated with counsel

    • Resale disclosures and payoff demands delivered directly to title at closing

    Payables

    • Invoices reviewed, coded, and paid against board-approved thresholds

    • Complete check and ACH register in every board packet

    • Vendor W-9s and insurance certificates collected before first payment

    • Year-end 1099 preparation

    Budget and year-end

    • Annual budget drafted for board review

    • Reserve balances tracked separately, with the reserve study funding plan built in

    • Year-end packet and audit support

    • Utah HOA registry and corporate filings kept current

    and more.

  • Full Service Management

    Everything in Accounting-Only, plus:

    Property and vendors

    • Routine maintenance, seasonal planning, and coordination of urgent repairs

    • Work orders logged and tracked to completion in the portal

    • Competitive bidding, contract negotiation, and vendor performance oversight

    • Insurance and licensing verified before anyone works on association property

    Community standards

    • Violation notices run per your governing documents, with a complete enforcement log

    • Architectural requests tracked from application to decision

    • Hearings scheduled and documented

    Communication

    • One named community manager and a backup, so your board never explains its community to a call center

    • Owner emails and calls answered within one business day, urgent items same day

    • Newsletters, mass notifications, and new owner onboarding

    Governance

    • Annual meeting, elections, ballots, and minutes

    • Statutory notices and disclosures prepared on Utah's deadlines

    • Reserve study scheduled and procured on the statutory cadence

    • Insurance policies tracked, renewals coordinated, claims reported

    and more.

Request a Proposal

Your money stays yours.

  • Operating and reserve accounts are titled to the association. We never commingle funds.

  • Board officers remain the signers, and your board can view accounts and pull statements directly at any time.

  • Reserves are held separately and not used for operating expenses without documented board authorization.

  • We pay recurring and pre-approved invoices. Anything above your board's threshold goes to the board first.

  • We carry professional liability coverage and provide certificates on request.

Not sure which you need?

Accounting-Only works when your board is self-managed and wants to stay that way. You keep control of decisions, vendors, and homeowner relationships. We handle the money so your treasurer isn't reconciling bank statements at the kitchen table.

Full Service works when the volunteer workload has outgrown the volunteers, or when the board wants someone accountable for the whole operation rather than just the books.