Simplified
(Complete Accounting)
Simplified Pro
(Remote Management)
Accounting & Financial Services
Monthly Financial Reports
AP/AR Management
Bank Balance Monitoring
Bank Daily Reconciliation
Budget Support
Delinquency Tracking
Vendor Payments
Reserve Transfers & Account Setup
Fraud Protection
Board & Homeowner Support
Fast Support Response
Transition/Onboarding Support
Board Training
Vendor Setup
Resale and Refinance
Technology & Communication
Customized Board Portal
Free Online Payments
Mobile-friendly Access
Homeowner Communication Tracking
Community Calendar
Online Document Storage
24/7 Accounts Oversight
Access to Other Services
Special Assessment
Annual Tax Filings
Election Coordination
Insurance Review
Reserve Study Coordination
Loan Processing
State Filing Support
No Fees For:
- Monthly Bank Fee
- Board Resources
- Board Questions/Support
- Online Portal
Find more about our services in detail below:
We provide complete, transparent financial services tailored for HOAs.
Accounts Receivable
- Process online and lockbox payments
- Apply late fees, send notices, and manage delinquencies
- Coordinate with collections and apply fines/violations to accounts
Accounts Payable
- Paperless invoice submission
- Dual board approval for all payments
- Daily processing of vendor invoices via check or ACH
- Quick resolution of vendor payment inquiries
Financial Reporting
- Monthly financial reports (balance sheet, income/expense, delinquencies)
- Cash, modified cash, or accrual accounting
- Year-end prep for CPA/auditor
- Federal tax filings and 1099s (vendor fee applies)
Secure, compliant, and transparent banking services.
- Separate operating and reserve accounts
- Daily bank reconciliations
- Secure lockbox processing
- Positive Pay & dual-approval transfers for fraud prevention
- Encrypted payment data
- Monthly bank statements included in reports
Helping your board stay compliant and protected.
- File & renew annual state business filings
- Maintain vendor insurance certificates
- Assist with HOA insurance renewals/referrals
- Enforce rules via notices, warnings, and fines
- Maintain accurate owner rosters
- Review governing documents for compliance
- Conduct criminal background checks on employees
- Maintain professional liability and fidelity insurance
Fast, accurate handling of ownership changes and lender requests.
- Provide demand statements to title & escrow
- Complete resale certificates, lender questionnaires, and disclosures
- Set up new owners in the system and portal
- No HOA fees for these services (third-party fees may apply)
Secure digital access for homeowners and boards.
- Custom-built, hosted online HOA portal
- Owner access to balances, history, and community docs
- Board access to financials, bank data, and reports
- Centralized record-keeping for easy transitions
- Online payments: e-check, auto-debit, credit card, or mailed check
We support your board beyond the numbers.
Board Support & Training
- Video guides, blogs, and how-tos
- Ongoing guidance for finance, compliance, and HOA operations
Optional Services (Available on Request)
- Special assessment or loan processing
- Vendor insurance compliance
- Reserve study coordination
- Election coordination
- Architectural reviews & compliance
- Violation enforcement
- Insurance review
- Payroll processing
- Additional 1099 filing support
“We used to chase down our old manager to get a response. With HOA Simplified, everything is fast, clear, and handled without surprises. It’s night and day.”
-11 Unit Condo-
-11 Unit Condo-
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