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FAQ’s
What services does a financial services firm like The HOA Controller Offer?
We have proven recipe for executing the tasks required by associations for its members, consistently done, on an ongoing basis.
- Owners change, boards change, vendors change…but The HOA Controller does not.
- The board liability for carrying out the tasks and management of an HOA is extraordinary – you should not worry about the accounting aspects. We are insured and bonded – giving you peace of mind that your bookkeeper or neighbor is not going to make errors or accidentally pay their landscaper with HOA funds
- Time is valuable and when it comes to our busy lives – most HOA members don’t have the time to fit in more “have tos” – we take that out of the equation so you can simply have your meetings
- Expertise: We are Quickbooks experts. It is often thought that anyone can run Quickbooks but it truly does require some accounting education. We have encountered many intelligent clients that have not been able to keep their QB file accurately
- We are available to Zoom into your HOA meetings and provide an objective outside party opinion, work and overall advice on a variety of issues
What kind of businesses does The HOA Controller help?
- We focus on Owners associations that are too small for a management company
There are many reasons your company might consider hiring an outsourced Controller to help you decide, here are common scenarios your company might experience:
- You realize a CPA firm is costing too much
- You don’t want to have to use multiple people to accomplish your accounting – bookkeeper, accountant/CPA
- You and your colleagues are busy running your own businesses or attending to demanding jobs – you want your load lightened
- Life is short – if I can minimize my “have tos” I have more free time to do things I enjoy!!
How long is the onboarding process?
Generally we can onboard a new client within 1 hour on the phone. Steps include:
- The migration of their Quickbooks file or starting a new one
- Accessing bank statements and the bank bill pay system ONLY. No transfer ability or movement of funds ability, but we do need a bank login so we can review and create ACH transactions for vendors
- Creating an owners association email address or accessing one that we can use effectively
What if we don’t like the service?
Since we onboard for free, if the service is not as expected, we charge 1 month service fee to exit our program. We are confident in the services and have excellent feed back from existing clients – but if need be – we are happy to allow an easy exit.
Schedule a call to discuss your association’s needs:
Please fill out our contact form to schedule a date and time for a consultation. We truly look forward to hearing from you. Inquire Here.