HOA Accounting Services

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HOA Accounting Services HOA Accounting Services provides bookkeeping services to Homeowners Associations to include monthly

🔐 October is Cybersecurity Awareness Month, so here's a quick tip: if a vendor emails asking you to update their bank ac...
10/29/2026

🔐 October is Cybersecurity Awareness Month, so here's a quick tip: if a vendor emails asking you to update their bank account, pause before you pay.

Fraudsters love to impersonate vendors. Always confirm the change through a contact you already have on file, never through the email itself. One extra step can protect your community's funds.

⭐ PRO TIP: Let us handle it for you! Our processes are built to stop this, and we've caught phishing scams before any damage was done, even ones that fooled others.

🏦 PCS Spotlight: Banking & InvestmentsMeet Tony Sartorelli, our full-time Banking & Investment Liaison! 🏦 Tony works exc...
10/27/2026

🏦 PCS Spotlight: Banking & Investments

Meet Tony Sartorelli, our full-time Banking & Investment Liaison! 🏦

Tony works exclusively with our trusted partner banks, so he can bring you the latest rates, help lock in rates and terms, and handle the bank coordination for your board and manager.

Reach out to see today's rates! 👋

🏡 Happy Fun Fact Friday! Nearly 1 in 4 Americans lives in a community association. That's 78.1 million people in HOAs, c...
10/23/2026

🏡 Happy Fun Fact Friday!

Nearly 1 in 4 Americans lives in a community association. That's 78.1 million people in HOAs, condos and co-ops across the country.

And behind those communities are the community managers and volunteer boards who keep them running, from budgets and meetings to the everyday questions most homeowners never see. Here's to all of you! 👏

Our partners told us what would make their days easier, and we listened! Meet PCS, our new Premium Client Solutions Team...
10/22/2026

Our partners told us what would make their days easier, and we listened!

Meet PCS, our new Premium Client Solutions Team!

🎉 À la carte services for managed, self-managed, and on-site communities, including a full-time banking and investment liaison (welcome, Tony Sartorelli!), licensed insurance services, budget services, custom workflows, and client admin support.

We'll spotlight each one over the coming weeks, so stay tuned! 👋

📊 It's budget season, and here's one step HOA boards shouldn't skip.Before you approve next year's budget, pull out your...
10/15/2026

📊 It's budget season, and here's one step HOA boards shouldn't skip.

Before you approve next year's budget, pull out your most recent reserve study and compare it to what's actually in the budget.

It's easy to keep assessments flat to make homeowners happy this year. But underfunded reserves have a way of catching up with a community. When that roof, paving project or pool resurfacing comes due, the gap often turns into a special assessment, and nobody wants to deliver that news.

A quick check before you vote:
✅ Pull your most recent reserve study
✅ Compare planned contributions to its recommendations
✅ Ask what happens if a major component needs replacing early

A little planning now saves your homeowners a big surprise later.

Congratulations to Jennifer Deleon on her promotion to Senior Accounts Payable Specialist🎉Jennifer only joined our team ...
10/11/2026

Congratulations to Jennifer Deleon on her promotion to Senior Accounts Payable Specialist🎉

Jennifer only joined our team a couple of months ago. She was a referral who had extensive experience in the industry. Referrals are always going to sound good but that doesn't mean that they are going to be a fit for every organization. Jennifer came in and exceeded our expectations.

She was able to jump in and handle clients quickly and meet our response time promise by 100% right away. Her knowledge, experience, communications and attitude are what we look for to best service our clients.

Congratulations, Jennifer. We can't wait to see what is next!

Last week the HOAAS team took a break and traded spreadsheets for game day. We got together for a baby shower edition of...
10/01/2026

Last week the HOAAS team took a break and traded spreadsheets for game day. We got together for a baby shower edition of Coworker Clash with Confetti to celebrate two pieces of very happy news: Rhode and Whitney are both expecting! 🍼🍼

Four teams went head to head:

🧟‍♀️ The Mombies
🏆 Bjorn to Win
📊 The Reconciliation Rugrats (the accountants in us couldn't resist)
👶 Swaddle Squad

There was trivia, plenty of trash talk, and prizes for the winners. Mostly there was a lot of laughing together, which a remote and spread-out team doesn't get to do often enough.

Congratulations to Rhode and Whitney. We're so excited for you both and your growing families.

Time like this is how we stay connected as people, and it shows up in the work. We came back to our desks recharged and ready to take great care of the associations we serve. ❤️

Congratulations to Jackie Looney on her promotion to Staff Accountant II! 🎉When Jackie joined our GL team, she mastered ...
09/30/2026

Congratulations to Jackie Looney on her promotion to Staff Accountant II! 🎉

When Jackie joined our GL team, she mastered the Staff Accountant I role quickly and kept building from there. She's grown into this next step through steady, consistent work, and it shows every day.

What stands out most is her accountability. She holds herself to a high standard and brings the team along with her. She's precise, manages her time well, and is always ready to help a teammate who needs a hand. When new responsibilities come her way, she takes them on with confidence and delivers work we can count on.

Congratulations, Jackie. This one is well earned.

Happy HOAASiversary, Bre! 🎉Today we celebrated 13 years with Bre Baker on the HOA Accounting Services team, currently as...
09/24/2026

Happy HOAASiversary, Bre! 🎉

Today we celebrated 13 years with Bre Baker on the HOA Accounting Services team, currently as a Senior Staff Accountant, Budget Guru and Corporate Billing Reviewer. Bre has been consistent with her motivation, support for the team, growth in different departments and support of her team.

We are very fortunate to celebrate another year with Bre, as she is a superstar employee and person 🤩 We are looking forward to celebrating many years together in the future!

Congratulations, Quennie! 🎉We're thrilled to announce Quennie's promotion to Staff Accountant I!Quennie joined our team ...
09/15/2026

Congratulations, Quennie! 🎉

We're thrilled to announce Quennie's promotion to Staff Accountant I!

Quennie joined our team bringing 8+ years of experience as a CPA, and we're so glad her talent and dedication have earned her this well-deserved step forward. This promotion reflects not just her technical expertise, but the hard work and commitment she's shown every day.

Congratulations, Quennie! We're lucky to have you on the team! 🙌

Address

421 Broadway Suite 644
San Diego, CA
92101

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

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