We set up, automate, and run your HOA back office — bookkeeping, software, workflows — so your board can stop volunteering for accounting duty.
Buildium Setup · HOA Bookkeeping · QuickBooks → Buildium Migration · Workflow Automation
Most self-managed HOAs run on scattered spreadsheets, volunteer effort, and outdated tools. Sound familiar?
Dues tracked manually. Late fees calculated by hand. Hours lost every single month.
No clean reports. Growing delinquencies. Tax time becomes a nightmare.
Owners feel out of the loop. Board members drown in complaints and emails.
Volunteers doing full-time admin work. Something breaks — or someone quits.
Most HOAs hire a bookkeeper AND a software consultant separately. We do both — connected, streamlined, under one roof.
HOA Setup handles your software onboarding, accounting setup, workflow automation, and ongoing bookkeeping — all under one roof. We specialize in Buildium and other leading HOA platforms so you get a system that works from day one, without paying for two platforms or two contractors.
25–150 units. No full-time property manager. Volunteers running the show.
You're tired of manual tracking and ready for real software that actually works.
You want one platform, not two. We do the entire migration for you.
Not a fit if: You're a large professionally-managed community (500+ units) or unwilling to move to modern HOA software. We're honest about who we can help best.
Every service is designed for one outcome: less manual work for your board.
Stop paying for two platforms. We move your data so you have one source of truth.
From blank account to fully configured system — ready for owners on day one.
Your books stay clean every month. No more scrambling before board meetings.
Set it once. It runs forever. Your board stops being the reminder service.
Already have software but it's a mess? We fix what's broken.
No fluff. Just what happens when a system actually works.
They migrated us from QuickBooks to Buildium in 2 weeks. For the first time in 3 years, our board actually understands the financials.
— Sarah T.
HOA Treasurer, 48 units · Florida
We went from 15 spreadsheets to fully automated dues collection in under 3 weeks. Best decision this board ever made.
— Mark R.
HOA President, 92 units · Texas
The automation alone saved our treasurer 8–10 hours per month. We should have done this years ago.
— Lisa C.
HOA Secretary, 36 units · California
We're not a general bookkeeper or a generic IT consultant. We exist specifically for HOA back-office work.
Every client is an HOA or community association. We know your world.
Not just the basics — advanced workflows most users never configure.
Systems setup AND bookkeeping under one roof. No coordinating between two contractors.
Built for US self-managed HOAs and property management companies nationwide.
We set things up so they run themselves — less board burden every month.
Whether you manage 30 units or 300, your systems grow with you.
Straight answers. No sales speak.
A bookkeeper just does data entry. We set up the entire system so it runs itself — software, automation, workflows, AND ongoing books. One person, full back office.
We migrate you fully into Buildium — one platform, cleaner books, lower cost. No more paying for two software subscriptions or doing double-entry.
Most HOAs are fully live in 7 days. We run a fast, structured process — as long as your team provides data on Day 1, we deliver by Day 7. No dragging it out.
No. We do the setup. We train your board. You follow the simple workflows we build. If you can send an email, you can run this.
Setup starts at $800. Fixed quotes, no surprises. Minimum engagement $800. Live in 7 days.
We specialize in Buildium and AppFolio. For other platforms, we'll be honest about whether we're the right fit before you commit.
Fixed quotes. No hourly billing. Live in 7 days.
Step 1 — One-Time Setup
Up to 50 units
One-time · Live in 7 days · Min. $800
51–150 units
One-time · Live in 7 days · Min. $800
Any size
One-time · Live in 7 days · Min. $800
Step 2 — 90-Day Guided Launch Retainer (Recommended)
After setup, your board will have questions as they learn the system. The retainer keeps us on call for 90 days so nothing stalls.
Pairs with Starter Setup
One-time · 90 days of support
Total with Starter Setup: from $999
Pairs with Standard Setup or Migration
One-time · 90 days of support
Total with Standard Setup: from $1,499
Optional — Monthly Reconciliation
We reconcile your books in Buildium each month and deliver a clean financial report. That is all — no admin, no owner contact, no collections.
Up to 50 units
51–150 units
Add-On Services
Document Digitization
Screenshots, scanned records & paper docs manually entered into Buildium. Quoted per batch — always approved before we start.
From $75 / batch
Year-End Financial Package
Full-year statements cleaned and organized for your CPA or tax prep.
$199 flat
Late Fee Audit & Cleanup
Months of missed or miscalculated late fees reconciled and corrected in Buildium.
$149 flat
System Cleanup
Already on Buildium but it is messy? Full audit and cleanup of an existing account.
$299 flat
Reserve Fund Setup
Reserve accounts, fund tracking and contribution schedules configured in Buildium.
$99 flat
Quarterly Health Check
We log in once a quarter, review your Buildium account and send a short report of findings and fixes.
$99 / quarter
* HOA Setup does not contact homeowners, follow up on delinquencies, or handle collections. We flag issues to your board and your board handles owner communications. This keeps our work clean and your HOA protected.
See exactly where your HOA is leaking time and money — before you spend a dime on software or services.
No spam. Unsubscribe anytime.
Let's map out exactly what your HOA needs — no pressure, no pitch. Setup starts at $800. Live in 7 days.
Book a Free 30-Min Systems Review →No commitment required · Fixed quotes · We'll tell you if we can help