HOA Simplified
equips homebuilders with

CPA-led budgeting, reserve planning, and reporting to build a strong HOA foundation

Preparation of bylaws, disclosures, and budgets—so your team can focus on sales

Clear timelines and communication plans to hand off the HOA without any delays

Financial Preparation

Regulatory‑ready HOA budget package: formatted for public‑report approval and turned
around quickly after cost data arrives.
Bank & reserve account activation: open operating and reserve accounts, configure signer
controls, and sync them with escrow schedules so funds move on the first closing.
- Automated assessment pipeline: deploy dues billing, online payment portals, and
  A/R tracking so cash collection runs itself.
Transparent monthly financials: board‑grade statements, variance reports, and working‑capital
schedules issued from day one.
Tax & audit safeguards: handle year‑one filings, keep the general ledger clean, and model reserve contributions to protect the association long‑term.

HOA Governance and Formation

Draft or refine governing docs: CC&Rs, bylaws, rules, and maintenance matrices tailored to
your community’s footprint and regulatory standards.
- Assemble public‑report disclosures: complete budgets, policies, and narrative sections
  so sales can open on schedule.
File entity paperwork & secure insurance: state filings, EIN setup, and master coverage
bound before the first closing.
Lock in vendor agreements: landscape, utilities, and essential services negotiated
and coordinated from day one.

Turnover Support

Board orientation call + resource kit: walkthrough of budgets, vendor oversight, and first‑year
milestones, plus downloadable templates.
Professional moderation: host the turnover meeting, record minutes, certify vote counts, and
deliver a complete meeting file to the new board.
Deliver homeowner onboarding kits: welcome packets, fee schedules, and portal access that
cut call volume from day one.
- Schedule check‑ins: ensure the board stays on course and your reputation stays intact.

Why Developers Choose HOA  Simplified

We focus exclusively on communities under 100 homes, ensuring executive-level attention and accelerated timelines for every project.

Budgets, reserve forecasts, & compliance packages are prepared and reviewed by licensed CPAs, giving lenders and regulators complete confidence.

A seamless, step-by-step process with moderated meetings, and bank transfers—letting you walk away with no post-turnover issues.

Ensure your next small‑scale development launches on solid financial & operational footing.