Routine bookkeeping & reporting
An agreed reporting cycle, organized transaction records and routine account reconciliation. We review the starting records and systems so the scope reflects the condition of the books.
HOA bookkeeping & financial support
HOA bookkeeping that helps your board look ahead.
Your financial reports should help explain how the association is running. OmniHOA brings management experience to routine bookkeeping, reporting and budget preparation, with a scope built around the support your board needs.
Free 30-minute consultation with Zach Daly · No obligation
Useful information for real decisions
The books and the budget belong in the same conversation.
A budget variance means more when someone understands the work behind it. Our role is to keep routine financial administration organized, bring questions into view and help the board connect current spending with the decisions ahead.
Assessments & payment coordination
Assessment billing, payment processing support, owner account records and visibility into outstanding balances. Collection decisions follow the association's approved process, with legal counsel involved when needed.
Budget preparation
Work through actual spending, recurring contracts, seasonal costs and planned work with the board. Build a proposed budget that explains the assumptions behind the numbers.
Notices & meeting support
Include preparation and coordination of budget materials, notices and meeting participation when useful. We agree on the process and schedule for your association, with counsel's guidance where needed.
Choose the support you need
Keep the local leadership. Share the financial workload.
If your board already coordinates vendors and community matters effectively, a focused financial engagement may be a good fit. We first review the records, systems and workload, then define the recurring services and any additional support.
Read our engagement terms →A clear starting point
Identify available bank statements, reconciliations, owner balances, current reports and unresolved questions before setting the ongoing scope.
Budget support with context
Connect the financial plan to maintenance, vendors and the association's operating calendar. Meeting preparation and attendance can be included.
Defined boundaries
Routine bookkeeping and financial administration are distinct from CPA, audit, tax, attestation and legal services. Those remain with qualified specialists. Historical cleanup and system migrations are scoped separately.
A closer look at our work
Financial information in an operational context.
Our redacted management report shows financial information alongside the association's open work. Use it to discuss the level of detail, frequency and format that would help your board.
Explore the sample reports →Before we talk
Good questions to ask.
Do you offer bookkeeping without full management?
We can consider a focused financial engagement when the association's needs, records and systems are a good fit. We confirm the division of responsibilities before proposing a scope.
Can you prepare the budget and join the budget meeting?
Yes. Budget preparation, coordination of the associated materials and notices, and meeting participation can be included. We agree on what is needed, the timeline and the fee as part of your engagement.
What if our books need cleanup?
We identify known gaps before taking on recurring work. Reconstructing historical accounting, migrating systems or resolving substantial opening-balance issues requires a separate scope and may require qualified accounting support.
Can you replace our CPA?
No. OmniHOA provides routine bookkeeping and financial administration. Your CPA and other qualified professionals remain responsible for audit, tax and other professional accounting services.
Let’s make the numbers more useful to your board.
Use a free 30-minute consultation to discuss the size of your association, your current reporting and the financial work you would like help with. You do not need to prepare documents for the first call.
Book a consultation
30 minutes · Google Meet · No obligation