Take control of your HOA with our FREE 10-step self-management guide

Tired of paying full-service fees yet still chasing answers from your management company?

Our free eBook shows you how boards just like yours moved to self-management without drowning in extra work. In just 15 minutes you’ll have a roadmap on how to:

  • Transfer day-to-day control without disrupting owners
  • Set up bullet-proof financial processes using leading HOA software
  • Keep vendors, violations, and inspections running smoothly, minus the middle-man

Please fill out the form to get your free copy of the eBook.

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What You’ll Learn in the Guide

Thinking about self-managing your HOA or condo but unsure where to start? This guide breaks it all down into 10 practical, achievable steps – no jargon, no guesswork. Whether your board is just exploring the idea or ready to move fast, you’ll get a clear roadmap to help you take control with confidence, stay compliant, and avoid the common pitfalls that trip up first-time self-managed communities:

  • The champion strategy that rallies key trustees before the first vote
  • A side-by-side task matrix – what the board keeps, what Community Financials can handle, and what outside experts cover
  • A Show-Your-Savings worksheet to project monthly and annual cost reductions
  • 60-day transition checklist for notices, files, and homeowner emails
  • Tips for lining up vendors, inspections, and reserve studies without burning out volunteers

Why Community Financials?

For the same cost as the new TOPS SaaS version, Community Financials offers you advanced HOA management software (maintenance work orders, task management, violations, & ARC) plus a suite of support services. We handle everything, so you don’t have to.

Our full range of financial management services includes:

  • Budget preparation and management
  • Collecting owner dues
  • Paying association bills 
  • Financial reporting and reconciliation
  • Reserve fund management
  • Collections and delinquency tools

Our cutting-edge platform provides real-time access to financial data, communication tools, document management, and detailed reporting tools. Unlike TOPS, our system is designed for ease of use and new features homeowners and boards want.

Community Financials offers 5-star customer service from a team of experienced professionals. Your Board will work with a single point of contact with a Client Manager who is responsive and knowledgeable.

We ensure that your board and homeowners have clear, accessible financial information. Board members approve bills online prior to payment and homeowners may receive financial report excerpts to stay informed.  Our transparent processes foster trust through open communication and detailed reporting.