HOA Simple Services
HOA Simple offers the following monthly, yearly, and financial only deliverables.
Monthly Services
- Managers report including:
- Financial reports
- Check register showing all checks written
- Accounts receivable with delinquent list
- Accounts payable
- Balance sheet
- Revenue and expense statement
- Budget to actual comparison
- Bank statements/reconcile reports
- Legal report
- HOA Simple task list
- Receive and account for assessments, checks, and direct deposit
- Send checks to pay bills
- Manage contracts for HOA
- Contractor management
- Site visits/walkthroughs once per month linked to task list
- Notifications to new owners
- Attend quarterly board meetings and supply minutes of meetings
Yearly Services
- Budget for following year
- 20 year reserve plan linked to budget
- Annual meeting notice, agenda, financials, and reports
- Additional electronic notices as necessary and paper notices as required by law
- Contract management
- Manage annual boiler, elevator, back flow, and fire inspections
- Manage annual review/audit and tax return
- State of Colorado annual report and HOA registration report
- HOA registration
Accounting Services*
- Managers report including:
- Financial reports
- Check register showing all checks written
- Accounts receivable with delinquent list
- Accounts payable
- Balance sheet
- Revenue and expense statement
- Budget to actual comparison
- Bank statements/reconcile reports
- Legal report
- Receive and account for assessments, checks, and direct deposit
- Send checks to pay bills
- State of Colorado annual report
- Additional flat rate services: budget preparation and annual meeting coordination
- Other services: available on a time and material basis
We strive to provide flexible service and welcome your feedback.
If you don’t find a service you are looking for, please contact us.