If you've been thinking about handing off your community's bookkeeping to a professional, there's never been a better time to get started.

We're excited to announce that PayHOA's bookkeeping service now has a dedicated in-app module — making it easier than ever to enroll, communicate with your bookkeeper, upload statements, and access your financial reports, all without leaving PayHOA.

Managing an HOA's finances is one of the most important — and most time-consuming — responsibilities a board takes on. Between reconciling accounts, categorizing transactions, preparing reports, and staying on top of tax filings, it adds up fast. Especially when you're a volunteer.

PayHOA's bookkeeping service pairs your community with a dedicated bookkeeper who handles your community's monthly financial work. It's a done-for-you service built directly into the platform you already use to manage your community.

Here's what's included each month: bank reconciliation, smart transaction categorization based on your specific chart of accounts, and a comprehensive report packet delivered to your portal — including a Balance Sheet, Profit & Loss, Budget vs. Actual, Accounts Aging Report, and more.

Flexible accounting methods. Whether your association uses cash or full accrual accounting, we work with whichever method best fits your community. Not sure which one you use? Your bookkeeper will help you figure that out during onboarding.

Personalized categorization. Your bookkeeper learns your association's unique patterns and categorizes transactions based on your specific chart of accounts — not a one-size-fits-all template.

Proactive communication. If something looks unusual, your bookkeeper reaches out before taking action. No surprises, just careful attention to your finances.

Complete transparency. Access your comprehensive monthly reports anytime through PayHOA — so you always know where your association stands financially.

Streamlined payment collection. Want to keep offering paper checks to your homeowners without having to collect them yourself? Our optional Lockbox service automatically handles deposits and ledger posting. And if you bank with Alliance Association Bank, Lockbox processing is free.

The bookkeeping module brings the entire experience into PayHOA. Here's what you can do once you're enrolled:

See your bookkeeper's details at a glance. Once a bookkeeper is assigned to your account, their contact information is displayed right in the module — including their phone number, email, and a direct link to schedule a call whenever you need to connect.

Upload bank statements with ease. For non-AAB bank accounts, you can upload your monthly bank statements directly to your bookkeeper from within the module. Just select the time period, upload the file, and it's sent. If your community banks with Alliance Association Bank, your bookkeeper already has direct access to your statements — no upload needed.

Access your reports in one place. Once your bookkeeper completes your monthly reports, the report packet appears in the Financial and Tax Documents section of the module. New packets are tagged so you can spot them right away, and date filters make it easy to find exactly what you're looking for as your report history grows.

Getting started is simple. Navigate to Other Tools > Bookkeeping to review the service's benefits, view frequently asked questions, and receive a personalized quote based on your organization's details.

When you're ready, click Get Started and walk through a short enrollment questionnaire. You'll provide your accounting preferences, service selections, and any prior financial statements to help your bookkeeper hit the ground running. The bookkeeping team reviews your details, assigns a dedicated bookkeeper to your account, and you're on your way.

For communities that need reports for prior periods, you can request backdated reports during enrollment and your bookkeeper will provide a personalized quote. And if you're a new PayHOA customer who hasn't set up recurring invoices or a chart of accounts yet, your bookkeeper can help with that too.

PayHOA offers a direct integration with Alliance Association Bank, providing several added benefits for associations using the bookkeeping service. Your bookkeeper has direct access to your bank statements — no manual uploads required — and AAB account holders are eligible for a 15% discount on their bookkeeping subscription fees. If you're interested in the AAB integration, you can indicate that during enrollment and a member of the AAB team will reach out to help you get set up.

To help you get started, we've prepared walkthrough videos covering the full bookkeeping experience:

Running a community is a big job. Your monthly financials shouldn't make it bigger.

With PayHOA's bookkeeping module, professional-grade financial management is built right into the platform your community already uses. Enroll once, and let your dedicated bookkeeper take it from there.

This is one more way PayHOA is making community management powerfully simple.