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Accounting that
protects your
business.

Bad financials cost you clients. City Books is the outsourced accounting firm built exclusively for community association management company owners. Your books will never be the reason a community fires your firm.

Schedule a call See what we do
980-300-7036
100%
Community association management companies only. No other industry.
Zero
Missed board deadlines. Not one.
Built to scale
From a startup portfolio to an established firm managing hundreds of communities.
The real risk

Bad books cost you contracts.

When a board loses confidence in the financials, they start looking for a new management company. Inaccurate reporting, missed deadlines, and disorganized records are at the top of that list. We built City Books to take all three off the table.

01
Late financials lose contracts
When a board votes to switch management companies, bad or late financials are near the top of why. We close the books before your deadline, every month.
02
Growth exposes accounting gaps
Adding communities without scalable accounting creates errors that stack up. Our systems are built to grow with your portfolio without creating new problems.
03
Generalist CPAs get community associations wrong
Reserve fund accounting, assessment cycles, special assessments. Most CPAs get this wrong or learn it on your dime. We do this and nothing else.
Everything your
books need.
Services
01  ·  CORE

Monthly Financial Packages

Complete financials for every community you manage, delivered before every board meeting. Your staff stops chasing the accountant. Your boards stop questioning the numbers.
Balance Sheet · Full Detail
Profit & Loss · Month + YTD
A/R Aging Summary
Bank Reconciliation
RES: Reserve Fund Activity
02  ·  CORE

Community Association Budgeting & Forecasting

Budgets built to hold up under board scrutiny. Accurate reserve fund modeling and assessment rate analysis that protects your communities and your contract.
Operating Budget Preparation
Reserve Fund Contribution Analysis
Assessment Rate Modeling
Special Assessment Planning
03  ·  COMPLIANCE

Audit & Tax Readiness

We keep your books audit-ready year-round. When the auditor shows up, everything is already organized. No scramble, no surprises.
Audit Preparation & Support
1099 Preparation & Filing
State Compliance Monitoring
External Auditor Coordination
04  ·  ADD-ON

Fractional CFO Support

For owners who are building something. Financial modeling, growth planning, and strategic input that helps you scale without the accounting becoming a problem.
Board Financial Presentations
Vendor & Contract Analysis
Long-Range Financial Planning
Portfolio Growth Strategy
The deliverable

The package that
keeps you retained.

Boards renew with management companies that make their job easy. Every package we produce is formatted for board-level clarity. Clear, readable, ready to present.

CITY BOOKS LLC · MONTHLY FINANCIAL PACKAGE
JUNE 2026
P&L Profit & Loss · Month + YTD
BST Balance Sheet · Full Detail
REC Reconciliation Summary
A/R Accounts Receivable Aging
Why City Books

Built for
your business.

City Books was built for one type of client: management company owners who are serious about protecting and growing their portfolio. Our CPA does not moonlight in retail or construction. Community associations are all we do.

Meet the team
Protects your contracts
Accurate, on-time financials are your best defense against community turnover. We make sure the books are never a reason a board starts shopping for a new management company.
Scales with your growth
Whether you manage a small portfolio or hundreds of communities, our systems hold up. No catch-up periods, no errors stacking up across your portfolio.
Reduces your staffing burden
Outsourcing to City Books means no payroll overhead, no training costs, and no time spent managing an internal accounting team. We can support a single bookkeeper’s workload or replace an entire accounting department.
Audit-ready, always
We keep your books audit-ready year-round. When the auditor arrives, everything is already in order. Clean records also signal to boards that they are in good hands.
The team

Accounting specialists
built only for community associations.

City Books exists because too many management companies were losing communities for the wrong reason. Not their service, but financials that were late, wrong, or too confusing for a board to follow. That is what City Books fixes.

See what we do →
Meet the team

The people behind
every set of books.

James Bradley, MBA LCAM, Co-Founder of City Books
James Bradley, MBA, LCAM
Co-Founder
James Bradley is a seasoned financial strategist based in Charlotte, NC, with extensive expertise in banking, association management, and strategic advisory. Currently serving as Principal-In-Charge and Chief Strategist at Black Box Advisory, James specializes in guiding businesses through growth strategies, strategic acquisitions, and revenue optimization. His background includes leadership roles with BB&T Association Services (now South State Bank Association Prime), where he directed regional strategies and client relations across North Carolina, South Carolina, and Georgia. With additional experience as a land-use planner and previous ownership of an association management firm, James brings a multifaceted perspective and deep financial acumen to his role.
Kevin Clark, MBA, Co-Founder of City Books
Kevin Clark, MBA
Co-Founder
Kevin Clark is the co-founder of City Books, bringing deep experience in both corporate finance and community association management. With an Executive MBA and a successful exit from a full-service management company, he understands the operational and financial challenges community associations face. Known for his strategic mindset, integrity, and commitment to client success, Kevin leads City Books with a focus on clarity, trust, and value-driven service. He's passionate about building strong teams, mentoring others, and creating financial systems that empower communities to thrive.
Jarrett Tran, PCAM, Partner at City Books
Jarrett Tran, PCAM
Partner
Jarrett Tran, PCAM, is a Partner at City Books with 19 years of experience as a practitioner in community association management. For the past four years, he has served the industry as a Senior Account Executive, focused on AP automation, vendor payment modernization, and fraud mitigation for management companies. Jarrett brings a consultative, operator's perspective to City Books, having sat on both sides of the table as a practitioner and a trusted vendor partner to management companies nationwide.
Claire Riendeau, President and Co-Founder of City Books
Claire Riendeau
President
Claire is the President and Co-Founder of City Books, bringing over 13 years of experience in the Charlotte real estate market. Formerly the owner of PMI Queen City, a successful community association management company, Claire has built a career on deep industry knowledge, entrepreneurial drive, and a commitment to client service. Known for her strategic thinking and approachable leadership style, she balances her professional life with a love of travel, especially to Europe, exploring new restaurants, hiking, and diving into a good book.
Ande Duda, CPA, Sr. Advisor Strategy and Finance at City Books
Ande Duda, CPA
Sr. Advisor, Strategy & Finance
Ande Duda, CPA, brings decades of experience in enterprise risk management, financial accounting, corporate audit, and mergers and acquisitions. He is a Certified Public Accountant and is certified in Mergers and Acquisitions, with a career spent leading risk management strategy and audit functions for large organizations. Ande holds an MBA in Accounting from Eastern University, graduated summa cum laude, and a Bachelor of Business Administration in Accounting from Kutztown University of Pennsylvania. He brings that same rigor and strategic discipline to City Books, helping ensure the firm's financial practices meet the highest standard of accuracy and accountability.
Leo Pansoy, Accounting Manager at City Books
Leo Pansoy
Accounting Manager
Leo Pansoy is City Books' Accounting Manager, bringing hands-on experience across the full range of accounting operations from bookkeeping and tax preparation to cost processing and financial analysis. He holds a Bachelor of Science in Accounting Technology from Carlos Hilado Memorial State University and has spent his career sharpening his focus on the details that keep a set of books accurate and audit-ready. Leo works closely with the City Books team to ensure every client's financials are handled with precision and care.
Allison Whittle, Business Development Representative at City Books
Allison Whittle
Business Development Representative
Allison Whittle is City Books' Business Development Representative, focused on expanding outreach, building a qualified pipeline, and establishing City Books' presence within community association management networks. Her background includes over a decade in program and product management at Herman Miller, where she worked closely with suppliers, manufacturers, and clients to bring new products to market, experience that now informs how she builds relationships with prospective community association management company partners. Allison holds a Bachelor's degree in Business and Finance from the University of South Carolina, and focuses on converting early conversations into lasting client partnerships for City Books.
From our
clients.
Client Results
City Books provides us financials with a great turnaround time. They meet their obligations, which helps us meet ours with the board. Our board members are able to review financials before meetings and give more complete treasurer's reports. It's made a real difference.
Angel Martinez President · Harrison Lear Community Management
City Books' professionalism and commitment to excellence have made them an indispensable partner to my business. I wholeheartedly recommend their services for any company seeking top-notch bookkeeping and accounting support.
Jim Bell Owner · PMI Phoenix Valley
Our financials are completed promptly, eliminating the issues we used to face with delays and complaints. I truly appreciate their responsiveness and the quick action they take on our requests. Our board members are much happier now.
Jim Kraut Keys-Caldwell, Inc.
Get started

Stop losing communities
over your books.

One call. We'll show you how it works, what onboarding looks like, and what your communities get every month.

Schedule a call
Common questions

Frequently asked questions.

What exactly does City Books do?

City Books is an outsourced accounting firm that works exclusively with community association management companies. We handle monthly financial packages, reserve fund accounting, assessment tracking, and audit-ready bookkeeping, so your management company never loses a community over late or inaccurate financials. We do not serve any other industry.

Is City Books a CPA firm?

City Books is an accounting services firm, not a CPA firm. We do have a Certified Public Accountant on staff: Ande Duda, CPA, a Managing Partner who brings decades of experience in enterprise risk management and corporate audit. Our CPA works exclusively in community association accounting and does not serve retail, construction, or any other sector.

Who does City Books work with?

We work exclusively with community association management companies, from owner-operators managing a small portfolio to established firms overseeing hundreds of HOAs and condo associations. If you are a management company owner who needs accurate, on-time financials delivered without building an internal accounting team, City Books was built for you.

Why outsource to City Books instead of hiring in-house?

Outsourcing to City Books eliminates payroll overhead, training costs, and the burden of managing an internal accounting team. Our systems scale to support any portfolio size, whether you need to supplement existing staff or replace an entire accounting department. Your books stay audit-ready year-round, so when a board requests records or an auditor arrives, everything is already in order.

Does City Books handle reserve fund accounting and special assessments?

Yes. Reserve fund accounting, assessment cycles, and special assessments are core to what we do. These are the areas where generalist accountants most often make costly mistakes. Because community associations are all we do, our team is trained specifically for these requirements and does not learn on your dime.

Does City Books work with management companies across the United States?

Yes. City Books serves management companies across the entire United States. Our services are delivered remotely, so we can work with management companies regardless of where they are located.

How do I get started with City Books?

The easiest way is to schedule a 30-minute call where we will walk through how City Books works, what onboarding looks like, and what your communities receive each month. You can schedule directly at calendly.com/allison-citybooksfinancials or request a callback through the site.