Work With Financial Experts Who Understand HOA Management

Clear proactive financial strategy for HOAs,
built around your community

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99%

Financials on time

< 24 hours

Average Response Time for Client Inquiries

100%

Compliance with state & federal HOA standards

5/5

Client Satisfaction Scores

How We Work

Step 1: Consultation Call
We start with a conversation to understand your business model, portfolio size, financial needs, current pain points, and reporting expectations from your boards. No obligation — just clarity.

Step 2: Custom Proposal
After reviewing your current systems and volume, we’ll prepare a custom service package designed to match your operations — and support your goals for growth and client satisfaction.

Step 3: Agreement & Kickoff
Once you’re ready, we formalize our partnership. Our team gets access to necessary accounts and management portals, and coordinates with your internal team to ensure a smooth transition.

Step 4: Onboarding & Clean-Up (If Needed)
We reconcile your books, clean up any past discrepancies, and create financial templates and systems that ensure consistency across all associations.

Step 5: Monthly Service & Ongoing Support
Every month, you’ll receive board-ready financial packages, reconciliations, and timely updates — plus proactive support for audits, budgeting, and financial consulting as you grow.

What Sets Us Apart

HOA Expertise

With over 20+ years in community management and finance, we understand the unique challenges HOAs face—and tailor our solutions accordingly.

CPA-Led Accuracy

Our team includes Certified Public Accountants who ensure your financials are compliant, audit-ready, and held to the highest standards.

Proactive Problem Solving

We use automation and analytics to catch issues early, helping communities stay ahead of financial trouble spots.

Responsive, Relationship-Driven Service

Clear communication and timely support are central to how we work—because trust is built through consistency.

Scalable, Cost-Effective Solutions

We offer efficient, reliable financial services that meet the needs of communities large and small—without excessive overhead.

End-to-End Support

From onboarding to reserve fund planning and fractional CFO services, we provide guidance at every step of your financial journey.

At City Books Financials, we believe that reliable financial management is the foundation of client trust and company growth.

We don’t just balance your books. We elevate your business.

Our Team

Meet the Team Behind Your Financial Success

Kevin Clark

Founder

James Bradley

Founder

Claire Riendeau

President

Ande Duda

Senior Strategy & Finance Advisor

Michelle Hunt

Accounting Director

Leo Pansoy

Account Manager

more about our team

Let’s Create Together

Let’s Build a Stronger Financial Foundation for Your Management Company

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