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HOA Accounting Services

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San Diego, CA
HOA Accounting Services

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HOA Accounting Services provides bookkeeping services to Homeowners Associations to include monthly

10/15/2026

📊 It's budget season, and here's one step HOA boards shouldn't skip.

Before you approve next year's budget, pull out your most recent reserve study and compare it to what's actually in the budget.

It's easy to keep assessments flat to make homeowners happy this year. But underfunded reserves have a way of catching up with a community. When that roof, paving project or pool resurfacing comes due, the gap often turns into a special assessment, and nobody wants to deliver that news.

A quick check before you vote:
✅ Pull your most recent reserve study
✅ Compare planned contributions to its recommendations
✅ Ask what happens if a major component needs replacing early

A little planning now saves your homeowners a big surprise later.

10/11/2026

Congratulations to Jennifer Deleon on her promotion to Senior Accounts Payable Specialist🎉

Jennifer only joined our team a couple of months ago. She was a referral who had extensive experience in the industry. Referrals are always going to sound good but that doesn't mean that they are going to be a fit for every organization. Jennifer came in and exceeded our expectations.

She was able to jump in and handle clients quickly and meet our response time promise by 100% right away. Her knowledge, experience, communications and attitude are what we look for to best service our clients.

Congratulations, Jennifer. We can't wait to see what is next!

10/01/2026

Last week the HOAAS team took a break and traded spreadsheets for game day. We got together for a baby shower edition of Coworker Clash with Confetti to celebrate two pieces of very happy news: Rhode and Whitney are both expecting! 🍼🍼

Four teams went head to head:

🧟‍♀️ The Mombies
🏆 Bjorn to Win
📊 The Reconciliation Rugrats (the accountants in us couldn't resist)
👶 Swaddle Squad

There was trivia, plenty of trash talk, and prizes for the winners. Mostly there was a lot of laughing together, which a remote and spread-out team doesn't get to do often enough.

Congratulations to Rhode and Whitney. We're so excited for you both and your growing families.

Time like this is how we stay connected as people, and it shows up in the work. We came back to our desks recharged and ready to take great care of the associations we serve. ❤️

09/30/2026

Congratulations to Jackie Looney on her promotion to Staff Accountant II! 🎉

When Jackie joined our GL team, she mastered the Staff Accountant I role quickly and kept building from there. She's grown into this next step through steady, consistent work, and it shows every day.

What stands out most is her accountability. She holds herself to a high standard and brings the team along with her. She's precise, manages her time well, and is always ready to help a teammate who needs a hand. When new responsibilities come her way, she takes them on with confidence and delivers work we can count on.

Congratulations, Jackie. This one is well earned.

09/24/2026

Happy HOAASiversary, Bre! 🎉

Today we celebrated 13 years with Bre Baker on the HOA Accounting Services team, currently as a Senior Staff Accountant, Budget Guru and Corporate Billing Reviewer. Bre has been consistent with her motivation, support for the team, growth in different departments and support of her team.

We are very fortunate to celebrate another year with Bre, as she is a superstar employee and person 🤩 We are looking forward to celebrating many years together in the future!

09/15/2026

Congratulations, Quennie! 🎉

We're thrilled to announce Quennie's promotion to Staff Accountant I!

Quennie joined our team bringing 8+ years of experience as a CPA, and we're so glad her talent and dedication have earned her this well-deserved step forward. This promotion reflects not just her technical expertise, but the hard work and commitment she's shown every day.

Congratulations, Quennie! We're lucky to have you on the team! 🙌

09/08/2026

🎉 Congratulations to Arely on her promotion to AP Team Lead!

Arely joined HOAAS with strong experience already under her belt, and it showed from day one. She picked up our processes quickly, earned the trust of her teammates, and has quietly been leading from within long before the title caught up with her.

We're proud to make it official. Congratulations, Arely! We are excited to see what's next for you and the team!

08/26/2026

🎉 Happy 2-Year HOAASiversary, Connie! 🎉

Today, we celebrate Connie Garbutt on her 2 year anniversary with the company! As Accounts Receivable Specialist, she facilitates billing and notice arrangements for homeowners, provides customer service to our Board members, managers and members and more! Connie brings a positive, solution driven attitude to the team. When challenges arise, she approaches them with a problem solving mindset and focuses on finding thoughtful, practical solutions. She consistently looks out for the best interests of the entire team and is always willing to step in, support others, and help move things in a positive direction.

We are thankful to have her as part of the team and an essential part of our success! Here’s to many more years of growth and achievements together. 🥂

08/25/2026

🎉 Happy 15-Year HOAASiversary, Jamie! 🎉

This week, we celebrated Jamie Ryan's on her 15 year anniversary with the company! As Vice President and Staff Accountant Lead, she works with the executive team to roll out initiatives, work on improvements for the company, lead and manage our team of Staff Accountants providing financials to associations. She also works on financials on a monthly basis to include conversions of new clients. Jamie is known for being knowledgeable, kind, supportive and always receiving positive feedback from her team and clients.

We are thankful to have her as part of the team and an essential part of our success! Here’s to many more years of growth and achievements together. 🥂

07/29/2026

Is Your Reserve Study Telling You the Truth? 🏘️

Picture a retiree on a fixed income opening a letter from her HOA. Inside is a special assessment she can't pay. Not $500. Thousands. And there's no plan B, because the money that should've been set aside for the roof and the roads just isn't there.

That's the nightmare version of underfunded reserves. And it doesn't happen overnight.

Here's what most boards miss: a reserve study is only as honest as the numbers feeding it. If the books are behind, or nobody's reconciled the reserve account in months, the study is built on guesses. It'll tell you what you want to hear — until the roof fails and reality shows up as a surprise fee.

So how does a healthy association avoid that surprise? Two habits:

✅ Accurate books every month — not a year-end scramble. Current, reconciled reserve balances mean your board sees trouble coming years out, not weeks out.
✅ Separation of duties — the person tracking reserve money shouldn't be the same person who can spend it or approve the spending. That's the check that catches a reserve fund quietly being tapped for operating expenses.
None of this is fancy. It's clean books, on time, with someone independent watching the account.

📋 Three questions to ask at your next board meeting:

1️. When was the reserve account last reconciled — and are those numbers in our reserve study?
2️. Is anyone reviewing reserve activity who isn't the same person handling the money?
3️. If a big repair hit next year, do the reserves actually cover it, or would owners get a bill?

Retirees on fixed incomes shouldn't get blindsided by a fee they can't pay because nobody was watching the reserves. Ask the questions now, while there's still time to fix it.

👉 Questions about your association's reserve reporting? Send us a message.

Address

421 Broadway Suite 644
San Diego, CA
92101

Opening Hours

Monday	9am - 4:30pm
Tuesday	9am - 4:30pm
Wednesday	9am - 4:30pm
Thursday	9am - 4:30pm
Friday	9am - 4:30pm

Website

http://www.hoa-accounting.com/

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