HOA & Condo Accounting Services
Comprehensive HOA and condo accounting services for community associations. From budget preparation to compliance—we handle it all so you can focus on your communities.
Why HOA Managers Choose Us
Solving unique industry challenges
Fragmented Customer Base
Streamlined multi-community accounting
Thin Profit Margins
Cost-effective offshore solutions
Staffing Difficulties
500+ dedicated accountants ready
Average cost savings
40-60%
Years Serving Real Estate
HOA Clients Across North America
Units & Doors Covered
Team of Experts
Serving 5 of the Top 50 HOA Firms
Sq Ft Delivery Center
HOA & Condo Accounting Services We Provide
We help HOAs maintain accurate financial records, track expenses, and ensure budget compliance through focused, practical support for your communities and internal team.
HOA Financial & Accounting Services
Accurate records, reporting, and planning.
- Budget preparation and financial planning.
- Managing accounts payable & receivable.
- Bank reconciliations and financial reporting.
- Reserve fund tracking and capital planning.
- Annual audit preparation and compliance support.
- Digital accounting tools like QuickBooks, Microsoft Dynamics, and Excel.
Compliance, Reporting, and Analysis
Keep boards and regulators informed.
- Preparation and submission of tax compliance forms, including Franchise Tax Form 05-102 PIR & Form 802.
- Assistance with Registered Agent changes (Form 401) and Colorado Periodic Reports.
- Filing and transferring necessary documents to state agencies.
- Responding to IRS and state notices to ensure regulatory adherence.
- Data management and compliance tracking using Power BI, Smartsheet, ClickUp, and Vantaca.
HOA Closing & Resale Certificate Services
Accurate data for every transaction.
- Processing Resale, Builder Sale, and Refinance Letters.
- Verifying ledger balances, association rules, and outstanding dues through Vantaca.
- Coordinating with property managers, attorneys, and title companies for smooth transactions.
- Managing compliance details, board-specific guidelines, and financial obligations for HOA communities.
Property Management & Community Support
Operational support for onsite teams.
- Property performance monitoring, including budget tracking and financial evaluations.
- Vendor and maintenance coordination for timely service delivery.
- Lease and compliance management to enforce HOA rules and ensure regulatory compliance.
- Community engagement and resident relations to enhance homeowner satisfaction.
- Property inspections and ongoing evaluation of management performance.
HOA Accounting Engagement Models
Every HOA management company has unique needs. We offer flexible engagement models designed to scale with your growth—whether you need dedicated support or project-based assistance.
AP Specialist
Streamlined payables processing
- Invoice processing & vendor management
- Payment scheduling & approval workflows
- Monthly expense reporting
Bank Reconciliation
Accurate financial alignment
- Multi-account reconciliation
- Discrepancy identification & resolution
- Real-time balance verification
Community Accountant
Complete community financial oversight
- Full financial statement preparation
- Budget development & variance analysis
- Board reporting & owner communications
Senior Community Accountant
Strategic financial leadership
- Complex financial analysis & forecasting
- Compliance & audit preparation
- Team training & process optimization
HOA & Condo Accounting Software We Use
High expertise across leading real estate accounting (property, construction and fund accounting), property management, investment analysis and leasing software used in USA.
Specialized HOA Expertise You Can Trust
HOA and condo management companies face unique challenges—fragmented customer bases, thin margins, and staffing difficulties. Our specialized services address these needs efficiently with expertise in residential real estate accounting. See our best practices for HOA accounting and practical tips on reserve fund management.
Proficiency in Vantaca, StrongRoom, and major HOA platforms.
Nationwide coverage: California, New York, Texas, Colorado & more.
Team includes CPAs, MBAs, and experienced property accountants.
Not sure whether to outsource? Read 6 reasons to outsource HOA accounting.
Get Started NowOur Proven Process
Discovery & Assessment
We analyze your current workflow, software, and pain points.
Custom Team Assembly
Handpicked accountants matched to your specific needs.
Seamless Onboarding
Two-week structured training on your systems and procedures.
Ongoing Excellence
Continuous quality checks, reporting, and optimization.
Certified & Secure
Trusted by Leading HOA Managers
"OHI has been instrumental in streamlining our accounting operations across all 70 communities we manage. Their expertise in HOA-specific challenges has significantly improved our efficiency."
Community Association Management Company
Aurora & Louisville, Colorado • 70 Communities
"As the highest-rated management firm in Los Angeles, we needed a partner who understands condo buildings. OHI delivers consistent, accurate financial reporting every time."
Leading HOA Management Firm
Los Angeles, CA • Since 2000 • Condo Specialist
Free Resource
Download the HOA Financials, Reporting & Checklist
Get a practical checklist your team can use to organize HOA financials, track reporting tasks, and keep every close accurate and on schedule.