Professional HOA Bookkeeping
Made Simple
Trusted by South Florida communities to deliver accurate, timely financial management so board members can focus on what matters most—their community.
65+
Communities Served
12+
Years Experience
99%
Client Satisfaction
24/7
Portal Access
Comprehensive HOA Financial Services
Everything your community needs to maintain financial health and transparency
Smart Invoicing & Payments
Automated invoicing for dues, fees, and fines. Let homeowners pay online with autopay options. Say goodbye to chasing payments.
Real-Time Financial Reporting
Access 40+ professional reports in PDF or Excel format anytime. Cash and accrual reporting with customizable filters for complete transparency.
Budget Planning & Analysis
Expert budget preparation and variance analysis to keep your community financially healthy and prepared for the future.
Board Financial Packets
Professionally prepared monthly packets delivered on time, every time. Everything your board needs to make informed decisions.
Full Payroll Services
Complete payroll processing, W-2s, and 1099s handled with precision. One less thing for your board to worry about.
Communication Tools
Free unlimited texts, emails, and phone calls. Keep your entire community informed with broadcast messaging and event announcements.
Lightning-Fast Monthly Close
Your financials delivered within the first week of every month—guaranteed. With electronic bank access, we can have reports ready in just days. No more waiting until the 20th to see where you stand.
⚠️ Who’s Really Watching Your Money?
When your property management company handles both operations AND your books, who’s checking their work? Who’s protecting your community from errors, conflicts of interest, or worse?
🔍 Independent oversight isn’t optional—it’s essential
The Hidden Risk Most HOAs Ignore
Most HOAs bundle their bookkeeping with property management services—it seems convenient, even cost-effective. But this creates a serious problem: no checks and balances.
When the same company manages your property, pays your bills, and keeps your books, you’re relying entirely on them to police themselves. There’s no independent verification, no outside oversight, and no one asking the hard questions.
48%1
of HOA fraud cases involve property managers or board members with unchecked financial access
6 Reasons to Separate Your Bookkeeping
Protect your HOA with independent oversight and stronger financial safeguards
1. True Checks and Balances
When the same company manages your property and your books, no one is verifying their work. Independent bookkeeping introduces a crucial layer of accountability.
2. Eliminate Conflicts of Interest
Some management firms steer HOAs toward preferred vendors. Independent bookkeeping ensures financial decisions remain unbiased and free from hidden incentives.
3. Fraud Prevention & Detection
Fraud becomes far harder when financial duties are separated. Independent bookkeepers serve as watchdogs—catching issues long before they escalate.
4. True Cost Transparency
Independent reporting makes it easier to spot inflated charges, duplicate payments, or questionable vendors. Transparency drives better financial decisions.
5. Objective Financial Advice
Without ties to vendors or management decisions, an independent bookkeeper offers purely objective financial analysis aligned with the board’s best interests.
6. Better Audit Results
Strong internal controls lead to smoother audits, clearer documentation, and higher trust with lenders and insurers.
Bundled vs. Independent Bookkeeping
See the difference at a glance
| FEATURE | BUNDLED WITH PM | INDEPENDENT |
|---|
| Independent oversight of transactions | ✗ | ✓ |
| Unbiased vendor payment review | ✗ | ✓ |
| Separation of duties (fraud prevention) | ✗ | ✓ |
| Objective cost analysis | ⚠ | ✓ |
| Checks and balances on management company | ✗ | ✓ |
| Third-party verification for audits | ✗ | ✓ |
| Board liability protection | ⚠ | ✓ |
| Conflict of interest elimination | ✗ | ✓ |
The Real Cost of Financial Protection
Put $600/month in perspective—it’s an investment that pays for itself
Independent Bookkeeping & Oversight
$600/month
$7,200 per year
Complete independent bookkeeping, financial oversight, and peace of mind— continuous protection for your community’s funds.
CPA Audit (Annual)
$5,000 – $12,000
Only reviews past activity; finds issues after the fact.
Average HOA Fraud Loss
$50,000 – $250,000
Often unrecoverable.
Roof Replacement
$50,000 – $150,000+
Major capital expense.
Landscaping (Annual)
$18,000 – $40,000
Recurring yearly cost.
Your monthly bookkeeping fee is tiny compared to the financial risks it helps prevent.
🛡️ Think of It This Way:
For about $20 per day, your HOA gets year-round financial oversight— far less than landscaping, pool service, or even minor repairs.
One prevented overbilling of just $1,000 pays for nearly two months of service.
A single fraud case can cost $50,000–$100,000— equal to 7–14 years of independent bookkeeping.
Even if nothing ever goes wrong, you still gain transparency, accuracy, cleaner audits, and stronger financial credibility.
💡 The Bottom Line: $600/month is negligible insurance for protecting hundreds of thousands—or even millions— in community assets. It isn’t an expense—it’s the smartest risk-management decision your board can make.
Ready to Add a Layer of Financial Protection?
Let’s discuss how independent bookkeeping strengthens your community’s financial health and reduces risk.
23 Broward
351 S. Cypress Road, Pompano Beach, FL, 33060