HOA Accounting & Bookkeeping Services

Efficient, transparent HOA accounting across San Diego—from assessments to financials, APS handles the back office without the overhead.

Request Proposal

(619) 375-2722

Why HOAs Choose APS for Accounting & Bookkeeping

Managing an HOA’s finances is complex, but it doesn’t have to be stressful. For over 40 years, APS has helped associations throughout San Diego stay fiscally organized and compliant by handling the time-consuming, detail-heavy work of accounting and bookkeeping.

We work with self-managed HOAs, on-site managers, and management companies alike. Whether you need a full accounting department or just targeted support, our services are fully customizable, so you only pay for what you need.

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WHAT WE OFFER HOA Accounting & Bookkeeping Services

Each of these services is available à la carte or as part of a full-service package.

Assessment Management

We help you streamline the assessment process with clear, cost-effective options. Options include:

Billing Statements
Credit Cards
ACH (Automatic Withdrawal)
Preferred Method: Payment Coupons

These personalized coupons are pre-printed with each owner’s info and mailed annually, cutting costs compared to monthly billing.

Collections

APS will act on delinquent accounts according to your HOA’s collection policy. We handle:

Automatic pre-lien notices
Lien filings (with board approval)
Pass-through of attorney and processing fees
Optional foreclosure initiation if required

Our goal is to maintain professionalism and compliance while minimizing conflict.

Bill Payments

We manage your recurring and one-time payments directly from your HOA’s checking or reserve accounts established in the association’s name.

Recurring bills (utilities, landscaping, trash, etc.) – paid automatically
Non-recurring bills (repairs, vendors, etc.) – paid with board approval

You decide who signs—APS, board members, or both.

Late Notices

We’ll send timely late notices to delinquent homeowners shortly after the grace period ends and apply late processing fees to cover administrative costs. Our system ensures nothing falls through the cracks.

Monthly Financial Statements

Every month, you’ll receive accurate, easy-to-read financial reports tailored to your HOA’s needs. Standard reports include:

Balance sheet
Income statement (month & YTD with budget comparison)
Check distribution ledger
A/R report with delinquency tracking

Need something custom? Just ask and we’ll build it.

Escrow Processing & Ownership Transfers

Buying, selling, or refinancing? We streamline the process with professional, fast-turnaround escrow support. Services include:

HOA document handling
Demand letters and financial statements
Lender questionnaires & certifications
Ownership transfer packages and welcome letters

Let’s Talk About Your HOA’s Needs!

From assessment billing to monthly financials, we’ll tailor our support so you can focus on your community, not your spreadsheets.

Request Proposal (619) 375-2722

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Flexible Support for Every HOA

We proudly serve:

Self-managed associations
On-site managed associations
Management companies
Commercial & residential HOAs
Condominium and townhome associations

Whether you need just accounting or full-service support, our team can help you focus on the community, not the spreadsheets. Request a proposal today or call us at (619) 375-2722.

About APS

Associated Professional Services (APS) has served HOAs across San Diego since 1980. We specialize in modular management support, giving you the resources of a full office without the overhead.

Our accounting and administrative services are trusted by hundreds of boards, developers, and property managers alike.

Request a Proposal

Fill out the form below and our team will be in touch to discuss your community’s needs. If you prefer to speak with someone directly, please call us at (619) 375-2722.