Professional financial management for HOA and Condominiums in Florida.
We provide accounting and financial solutions that comply with Florida statutes (Ch. 720/718) and build trust in your community.
Clear, accurate financial information, always available.
Monthly financial statements
Delivered by the 10th business day of each month.
Weekly cash flow monitoring
Ongoing oversight of income, expenses, and reserves.
Budget tracking
Actual vs. budget variance reporting.
Special assessment accounting
Dedicated sub-ledgers for full transparency.
Financial controls & fraud prevention
Segregation of duties, dual-approval, and more.
Board financial support
A dedicated accountant at every meeting.
From first call to full go-live.
Discovery call
Needs assessment, 30 minutes.
Proposal & engagement letter
Package recommendation and indicative pricing.
Bank & data migration
Weeks 1–2: bank, document, and data setup.
Parallel test month
Weeks 3–4, with a board walkthrough.
Full go-live
Monthly reporting cadence begins.
A package for every size of association.
Indicative pricing; confirmed after a discovery call.
Essential
- Monthly financial statements
- Cash flow monitoring
- Special assessment as add-on
- Board support via email
Professional
- Everything in Essential
- Special assessment included
- Full financial controls
- Monthly board meeting attendance
Enterprise
- Everything in Professional
- Full controls + on-site
- Dedicated CPA
- Scoped individually
Schedule your free 30-minute discovery call.
Tell us about your association — unit count, current setup, and what's on your board's mind. We'll follow up with a clear proposal.