HOA Accounting
HOA accounting services for Austin boards
Monthly financials your board can read, vendor invoices processed in 1.8 days on average, and an accounting team you can book time with.
The number to know
1.8 days: how long a vendor invoice waits on us
That's the average from the day an invoice lands to the day our accounting team processes it. Invoices get worked daily by a local team, so vendors get paid and your board isn't chasing anyone.
A month of your association's money, step by step
Here's what happens behind the scenes, and what lands in front of your board.
Invoices come in
Vendor bills reach our accounting team and get processed daily, 1.8 days on average.
Your rule applies
Your board decides how much approval it wants: all invoices, only some, or none. We set up the workflow around that.
The board gets a weekly summary
Invoices received, payments made and other key statuses arrive every week, with a flag on budget items running over.
The monthly report closes it out
A full report with all bank statements and invoices, fully reconciled. Homeowners get an abridged summary too.
Your association. Your money. Your approval rules.
Approve as much or as little as you like
Some boards sign off on every invoice. Others only on the big ones. Some hand it all to us. Every setup works.
Alerts on large collections
When a large collection account payment comes in, the system alerts board members on its own, so good news doesn't wait for the monthly packet.
Time with the people who keep your books
Board members can schedule time directly with our accounting leaders to review reports or talk through long-term financial planning.
October service · $2,400
October service · $3,000
Under the board's $1,000 limit · $300
Illustration — sample data
Where did last month's money go? You can see it before the meeting.
Your board has access to the financial information it needs, in reports you can read without an accounting degree.
Illustration — sample data
Full monthly reports
Complete association reports with all bank statements and invoices, fully reconciled.
Visual dashboards
Your financials broken into easy-to-read charts, updated in real time.
Real-time bank balances
Check association balances the moment you wonder, without logging in to several applications.
A monthly summary for homeowners
An abridged financial report goes to the whole community, so owners hear it from you first.
Filings and budgets, on the calendar
The unglamorous work that keeps an association in good standing.
Federal and state taxes
Prepared and filed for your association each year.
Secretary of State filings
Required state filings submitted for your association.
Budgets built with your manager
Our accounting team works with your HOA management team to build a planned budget for each operating year.
What boards ask us about accounting
Do we have to approve every invoice?
No. Your board sets the rule: all invoices, some of them, or none. We adjust it whenever you want.
Can we see our balances between meetings?
Yes. Board members can view bank balances in real time without juggling logins.
Who do we talk to about the budget?
Our accounting leaders. Board members can schedule time with them to review reports or plan ahead.
What does it cost?
Pricing is custom to your community. Request a proposal and we'll put numbers on it.
Related: HOA Technology · Work Order Management · Project Management
Want to see your books the PS way?
Tell us about your association and we'll put together a proposal. Questions first? Call (512) 251-6122.
Request a Proposal