CASE STUDY DOWNLOAD
Board-Ready
Isn't Risk-Ready
Clean reports do not guarantee control. Download a real-world HOA bank reconciliation case study built to hold up during audits, resales, and operational transitions.
15% efficiency lift
Automation and standardisation reduced unreconciled-item follow-ups and improved throughput.
Accuracy you can defend
Second-level reviews and stronger auto-tick validation tightened reconciliation quality and accountability.
Month-end, on time
Timely posting aligned bank activity with cash-based financials to support clearer decisions.
Inside the case study
1,100+ HOAs • 200,000+ units • 200+ daily accounts
OHI supported a large-scale community management firm in Atlanta, Georgia, responsible for daily reconciliation of mid-volume accounts, validating auto-ticked entries, and posting all bank items within the month. The scope included reconciling 200 bank accounts daily and 400+ reserve bank accounts monthly, with controls designed to reduce open items, prevent statement mix-ups, and keep reporting consistent at scale.
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Schedule a call to review your current accounting operations and see exactly how to implement the operating playbook in your business.
