Florida HOA & Condo
Financials-only, for boards who run their own show.
Monthly bookkeeping, AR, AP, bank reconciliation, and clean financials — without giving up your management. For self-managed associations and partial-service contracts.
Free for boards. We only get paid when a provider decides to follow up.
Tell us your setup
Current arrangement, services needed, AR volume, software preference, and timing. Two minutes.
We match you to providers
Bookkeepers, CPA firms, and partial-service management companies that already serve associations like yours.
You hear from up to three
Matching providers reach out within 24 hours. You pick. We never see the engagement letters.
For boards who like running the place.
A lot of Florida associations don't actually need full management — they need someone competent to handle the books so the volunteer treasurer isn't reconciling at midnight. That's what this is for.
Common questions
Is there any cost to me as a board member?
No. The matching service is free for boards. Providers in our network pay a per-lead fee only when a board they hear from is a real fit and they decide to follow up. You never see the line item; the provider absorbs it as a customer-acquisition cost.What is “financials-only” vs. full management?
Financials-only is bookkeeping and reporting — monthly bank reconciliations, AR (assessment billing + collections), AP (vendor payments), 1099 prep, and a clean set of financials each month. Full management adds CAM-licensed operational work: governance support, vendor procurement, owner correspondence, meeting prep, and on-site presence. Financials-only is the right tier when your board already runs operations and just wants to stop fighting with QuickBooks at 11 PM.Can I keep my own management firm and just use this for the books?
Yes — that's actually the most common scenario. Many small Florida management companies sub-contract the books out because they don't have a CPA on staff. We route to providers who are explicitly comfortable being a back-office partner to your existing management or to your board directly. You stay in control of the management contract; the financials provider just handles the ledger.Will the provider work with my existing accounting software?
Most providers support TOPS, AppFolio, Buildium, Caliber, and CINC out of the box. Some are software-agnostic and work in whatever the association already has, including QuickBooks Online. Pick your software preference in the form — if you have no preference, the providers will tell you what they recommend and why. There is a real productivity difference between association-purpose-built software and generic accounting tools at any meaningful unit count.How long does a transition take?
For a clean handoff from one provider to another, plan on 30 to 45 days end-to-end: data migration in the first two weeks, parallel run for one cycle to catch reconciliation gaps, then full cutover. Self-managed associations moving off DIY books take a little longer — usually 45 to 60 days — because the new provider has to clean up the prior year's chart of accounts before the run-rate work starts.What financial reports come standard?
At minimum: a monthly income statement vs. budget, balance sheet, AR aging, AP aging, bank reconciliation, and a year-to-date check register. Most providers also bundle a board-friendly executive summary that flags variance lines and reserve interest. Annual deliverables typically include the year-end close, draft 1099s, and a clean handoff package for your auditor or tax CPA. The matched providers will tell you their exact standard package and what's available as a paid add-on.