Welcome to HOA Assist
HOA Assist is dedicated to ensuring each client is provided with accurate monthly financials while remaining a resource when questions arise. HOA Assist is committed to empowering Boards & homeowners through educational content, which is paramount to our purpose to empower and provide cost-effective tools for Associations to succeed.
Read more about our story below.
Meet the Team
Our team is a collection of individuals who are passionate about helping self-managed HOA's and have decades of experience in the industry.
Read their bios below to learn more.
Frequently Asked Questions
2 / What documents does HOA Assist need to get set up as a client?
Articles of Incorporation, Tax ID Number, Homeowner List, Past Financials and current budget.
3 / How are invoices for the association paid?
Other than utilities and insurance must be approved by the association board before HOA Assist pays them. Invoices are approved through the website portal or app, powered by Appfolio.
4 / When can clients expect to receive their monthly financials?
Monthly financials are uploaded each month at a date chosen by the HOA Assist Accounting team, unless directed by the client with a specific date desired.
5 / What banking options are available to HOA Assist clients?
Operating and Reserve accounts are initially set up through First Citizen's Bank (FCB) for all clients. An Association can request to have their reserve and investment funds held at any bank of their choosing. Please email us at firstname.lastname@example.org to find out more.
6 / How do clients pay their association dues?
By using the website portal powered by Appfolio, clients can submit payments using a credit card, e-check, bill pay through their own personal bank or coupons with a personal check. Questions? Contact us at 855-952-8222.
8 / How do HOA Assist clients receive resale disclosure documents?
HOA Assist uses CondoCerts to transfer resale disclosure documents, dues, current letters and more. Condocerts can be accessed here or through our Get Documents page on our website.
9 / Does HOA Assist facilitate vendor relationships?
HOA Assist does not facilitate vendor relationships outside of issuing payments upon approval by the Board.
10 / Does HOA Assist offer collection services?
The Board of Directors is the main point of contact with the attorney of their choosing, however, HOA Assist team members can provide ledgers for any delinquent homeowners in the community to the Board upon request. In addition, HOA Assist can place a stop payment on any delinquent homeowner upon request by the Board. Please send these request to email@example.com.
11 / Does HOA Assist offer printing services?
HOA Assist can facilitate most printing requests at an additional charge upon request by an association board. Examples of such are annual meeting notices, budget mailings, newsletters, etc. A board should send HOA Assist the documents they would like printed , a proof is then created and sent back to the client to review. Once approved, the documents will be scheduled to be mailed out.
Unless directed by the Board for a specific printing project, no additional printing charges are billed back to the Association by HOA Assist except the costs related to paying vendors, welcome letters, and statements sent to homeowners. Any specific printing requests can be sent to firstname.lastname@example.org.
12 / Does HOA Assist take homeowner calls?
HOA Assist can provide a homeowner with their ledger upon request, however, the Association's portal powered by Appfolio is the primary communication tool for homeowners and board members.
13 / Does HOA Assist oversee an association's audit, reviews, and/or taxes each year?
HOA Assist can provide the Board/CPA of their choosing with financials to conduct an audit, review, or taxes upon request. Please send these requests to email@example.com.