Our Story

Dedicated Financial Services for Associations

At City Books Financials, we specialize in tailored accounting services for Homeowners Associations—bringing clarity, compliance, and confidence to community finances.

City Books was founded by former management company owners who understand the daily pressures of HOA operations. We understand the day-to-day and we’ve lived the challenges—complex accounting systems, board expectations, staffing limitations—and we built this company to solve them from the inside out.

City Books Financials was founded with one mission:

To bring professionalism, transparency, and reliability to the financial side of HOA management.

We saw a gap — management companies were burdened by complex accounting requirements, endless reconciliations, and rising expectations from boards — and not enough specialized support existed.
So, we built a company that understands the industry’s demands and delivers the solutions you need to grow with confidence.

Today, we proudly partner with management companies of all sizes, helping them simplify financial processes, strengthen board trust, and free their teams to focus on serving communities.

OuR Mission

At City Books Financials, our mission is simple:

To empower HOA management companies with clear, accurate, and actionable financials, month after month.

Accuracy First

Every number matters. We deliver detailed, reliable financials that management companies and their boards can trust without second-guessing.

Client-Centric Service

Your success drives everything we do. We customize our support to fit your company’s structure, goals, and growth stage — not the other way around.

Reliability You Can Count On

Deadlines, board expectations, and financial compliance aren’t optional — and neither is timely delivery. We pride ourselves on being the financial partner you can consistently rely on, month after month.

Partnership Mentality

We aren’t just vendors — we’re part of your extended team. We work with you proactively to make sure your financial foundation supports your long-term success.

OUR VALUES

The Principles That Guide How We Work With You

Team Players
We show up for each other and succeed together.
Radical Candor
We communicate openly, directly, and respectfully.
Learned Mentality
We stay curious, adaptable, and committed to growth.
Quality People
We surround ourselves with character, competence, and care.
Integrity
We do what’s right—consistently and without compromise.
Add Value
We aim to leave every person, project, and partnership better than we found it.tently and without compromise.
OUR TEAM

The Team Behind Your Financial Success

Our passionate and dedicated team brings together a diverse range of skills and expertise with over 20+ years in the HOA space to deliver exceptional results. From creative visionaries to meticulous strategists, we work seamlessly together to meet and exceed our clients’ expectations.

Kevin Clark

Co-Founder

Kevin Clark is the co-founder of City Books, bringing deep experience in both corporate finance and HOA management. With an Executive MBA and a successful exit from a full-service management company, he understands the operational and financial challenges HOAs 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.

James Bradley

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 impressive 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, helping organizations achieve sustained success and operational excellence.

Claire Riendeau

President

Claire is the President and Co-Founder of City Books Financials, bringing over 13 years of experience in the Charlotte real estate market. Formerly the owner of PMI Queen City, a successful HOA 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

Senior Strategy & Finance Advisor

Leo Pansoy

Accounting Manager

Michelle Hunt

Accounting Director


We believe financials should empower your leadership, not slow it down. If you’re ready for expert-backed, responsive accounting that meets the real needs of your HOA or management company, we’re ready to work with you.

Let’s Make Your Financials an Asset,
Not a Headache.

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