Our Services
OUR APPROACH
Flexible management, built around your board.
Some boards simply need the financial side handled correctly. Others are ready to hand off the day-to-day work of running the association. Clearcrest offers three levels of support so your community can get the help it needs without paying for services it doesn't.
01
Financial Management
ClearBooks
Professional financial management without handing over your entire association.
For boards that prefer to stay involved in the day-to-day operation of their community, ClearBooks takes the financial administration off your board's plate.
We handle assessment administration, vendor payments, owner accounts, reconciliations, monthly reporting, and budget support while keeping your board informed and in control. You get organized financial processes and a clear picture of where your association stands without paying for operational services you do not need.
BEST FOR
Self-managed and hands-on boards that want professional financial administration while continuing to manage vendors, projects, compliance, and general homeowner matters themselves.
WHAT’S INCLUDED
Assessment Administration
Simple payment options for homeowners with real-time assessment and receivable visibility for your board.
Accounts Payable
Organized invoice processing and vendor payments with clear approval controls and board visibility.
24/7 Financial Visibility
Access current financials, reports, invoices, and account activity through your board portal anytime.
Monthly Financial Reporting
Clear, organized financial packages designed to help your board understand the numbers, not just receive them.
Delinquency & Owner Account Tracking
Up-to-date balances and organized account histories help smaller associations stay ahead of unpaid assessments.
Budget Preparation & Planning
Practical annual budgets built around your community's actual expenses, contracts, and upcoming needs.
Homeowner Financial Support
Homeowners come directly to Clearcrest with payment, balance, statement, and account questions instead of your board.
Board & Homeowner Portals
Professional online tools give boards financial visibility and homeowners one place for payments, accounts, and association resources.
02
Community Operations
ClearOps
Professional support for the work that happens between board meetings.
For boards that can make the decisions but need someone to carry them forward, ClearOps combines professional financial management with the day-to-day administrative support required to keep a community running.
Clearcrest coordinates vendors, tracks projects and action items, supports homeowner communication, assists with compliance and collections, and helps keep board priorities organized. Your board remains in control of the association while gaining a management partner to handle the work that should not fall on volunteer directors.
BEST FOR
Boards that are comfortable leading their community but are tired of chasing vendors, tracking unfinished tasks, fielding routine homeowner questions, and carrying the association's administrative workload themselves.
WHAT’S INCLUDED
Everything in Financial Management
ClearOps includes the financial administration, reporting, assessment management, homeowner financial support, and online access provided through ClearBooks.
Vendor Coordination
We serve as the point of contact for association vendors, coordinate ongoing services, and help keep open vendor issues from becoming another board member's job.
Project & Action Item Management
Open projects, board decisions, and outstanding tasks are tracked between meetings so priorities keep moving after the board makes a decision.
Maintenance & Service Requests
Homeowner and common-area service requests are organized, routed, and tracked so the board does not have to coordinate every issue itself.
Homeowner Communication
Homeowners have a professional point of contact for routine association questions and requests instead of relying on volunteer board members for answers.
Compliance Administration
Clearcrest helps manage the administrative side of your association's compliance process, including tracking issues, communicating with homeowners, and keeping records organized.
Board Meeting Support
We help prepare for board meetings, organize the information directors need, document action items, and keep decisions moving after the meeting ends.
Community Records & Organization
Important association records, documents, communications, and ongoing matters stay organized in one management system rather than scattered across board members' inboxes and personal files.
03
Full-Service Management
ClearCare
Comprehensive management for boards ready to hand off more.
ClearCare is built for boards that want a management partner involved in both the day-to-day operation of the association and the bigger picture.
We combine financial management and community operations with more proactive board support, planning, vendor and project oversight, and guidance on the issues facing your community. Your board continues to make the decisions while Clearcrest helps bring the information, organization, and management support needed to make those decisions confidently.
BEST FOR
Boards that want to spend less time managing the association themselves and more time providing direction, making decisions, and serving their community.
WHAT’S INCLUDED
Everything in Community Operations
ClearCare includes the financial management, homeowner support, vendor coordination, compliance administration, and day-to-day operational support provided through ClearOps.
Proactive Board Support
We help your board identify priorities, organize upcoming decisions, and prepare for what is ahead instead of only responding when something becomes urgent.
Vendor & Contract Oversight
Clearcrest helps evaluate proposals, coordinate vendors, track contracts and renewals, and give your board the information it needs to make informed vendor decisions.
Major Project Coordination
For larger association projects, we help organize proposals, communication, scheduling, documentation, and ongoing coordination so the board has a clear picture of where the project stands.
Financial Planning & Budget Strategy
We look beyond monthly bookkeeping to help your board understand spending trends, upcoming expenses, reserve needs, and the financial impact of community decisions.
Board & Governance Support
Clearcrest helps boards stay organized around meetings, association responsibilities, governing documents, policies, and recurring administrative requirements.
Community Planning
Maintenance needs, contracts, projects, financial priorities, and board objectives are brought together into a more organized plan for the community rather than being handled as disconnected issues.
Management Continuity
Your association's priorities, open items, records, and decisions stay organized within the management process so the board is not rebuilding institutional knowledge every time leadership changes.
Not sure which level of support fits your community?
Every association operates differently. Tell us how your board works today, where you're spending the most time, and what you'd like to hand off. We'll recommend the level of support that makes sense for your community.