Oklahoma HOA Consulting Services Provided with an Accounting-Only Contract

Web Portal

  • Establish web portal for use of owners and board members
  • Online payments
  • Real-time access to your account status


  • Dedicated Accounting Manager
  • Monthly Financial Statements (available online to all members)
    • Balance Sheet, Income/Expense Statements, Delinquency Reports, General Ledger, Budget Comparison Report, Check Register, and Copies of All Bank Statements
  • Annual Operating Budget Preparation
  • Year End Auditor Setup and Correspondence (when required)
  • Disbursement of annual 1099 reports to vendors
  • Vendor Payments
  • Receive Homeowner Payments (online or on paper)
  • Tax preparation available

Collection Services 

  • Some services are an additional minor cost but collected from the individual homeowner who is delinquent 
  • Delinquency Letters
  • Demand Letters
  • Lien Filings
  • Release of Liens
  • Attorney Correspondence
  • Appearances in court (additional charges may apply


  • Attendance at two meetings per year to present budget and financial statements

Vendor Management

  • Development of Preferred Vendor List
  • Verification of Vendor Insurance Policies and W-9 statuses
  • Vendor Check Disbursement
  • 1099 Disbursement

Homeowner Communication

  • Association Attorney Correspondence on collection issues
  • Home Resale Coordination
  • Homeowner Disclosure Statements
  • New Resident Welcome Letter
  • New Resident Information Package
  • Phone calls returned within 24 hours
  • Email Communication, returned within 24 hours

Files Maintenance

  • Maintain Financial Books and Records for Association, Homes and Lots

Board Assistance

  • Legal updates through the association’s attorney
  • Setup and enforcement of Internal Cash Controls