HOA Bookkeeping & Financial Management for Small Associations
Your board can stay involved without handling every financial task.
ClearBooks provides financial-only management for small HOA, condominium, and townhome associations across Texas and California. We handle the agreed financial administration while your board continues overseeing vendors, maintenance, and community operations.
Professional financial support for your volunteer board
For an association with 10, 20, or 30 homes, collecting assessments, processing invoices, reconciling accounts, and answering owner balance questions can become a substantial volunteer commitment.
ClearBooks gives your association an organized financial process and gives directors information they can use to make decisions.
What ClearBooks includes
Assessment administration: Owner account management, payment tracking, and visibility into outstanding assessments.
Vendor payments: Organized invoice processing and payments with board approval controls.
Account reconciliations: Reconciliation of association accounts as part of the financial administration process.
Monthly financial reporting: Financial packages that help directors review activity and understand the association’s financial position.
Budget support: Assistance preparing an annual budget around your community’s expenses and priorities.
Homeowner financial support: A point of contact for payment, statement, and balance questions.
Online access: Board and homeowner portals for relevant reports, account information, and payment tools.
Your proposal and management agreement define the final scope and any additional charges.
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ClearBooks may be a good fit if your board is comfortable coordinating vendors, handling maintenance matters, and leading the community—but wants professional support with financial administration.
If your board also needs help with homeowner communication, vendor coordination, and project tracking, explore our ClearOps and ClearCare management services.
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We prepare a custom proposal based on your association’s size, assessment schedule, invoice volume, reporting needs, and the condition of the records being transferred.
Your board should understand the recurring management fee, onboarding costs, and any additional service charges before making a decision.
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Tell us your association’s location, number of homes, current management arrangement, and the financial work your board wants help with.
We’ll discuss whether ClearBooks fits your needs and identify the records and transition steps needed to begin.