Get the books organized
Bookkeeping, bank reconciliations, homeowner billing and vendor invoice management help the board work with current records and approved payments.
A useful first conversation
Request a consultation.
Learn how Keith can help your HOA, outline your needs, then request a free consultation. No service commitment is required.
Step 1 of 3: Learn about the services
For HOAs with 200 or fewer households that need professional accounting support without a full-service management firm. Service availability is confirmed by driving distance from Fort Collins.
Understand the financial picture
Monthly reports, budgets, reserve forecasts and Executive Summary Reports explain results, highlight questions and help the board plan upcoming expenses.
Prepare for what comes next
Year-end support, homeowner meeting presentations, attorney coordination and administration of HOA-approved investments help the board manage deadlines and keep funds available when needed.
Keith will discuss the work your association needs, what remains with the board, any initial cleanup, and the scope and fee before services begin.
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