A More Consistent CPA Process Across Your HOA Portfolio

Villard CPA Group works with management companies to coordinate annual financial reviews, audits, and tax returns for the associations they serve.

Each association remains a separate client and engagement. Our process is designed to make coordination more organized and predictable across the portfolio.

One Management Company. Many Associations. Different Deadlines.

Management companies often coordinate CPA engagements across associations with different fiscal year-ends, accounting records, board expectations, and service requirements.

Inconsistent requests and unclear follow-up can create unnecessary work for community managers and accounting teams.

Our goal is to provide a more repeatable process without treating every association as though it were identical.

Designed for Consistent Coordination

Defined Request Process

Request lists are organized by service and association.

Clear Primary Contacts

Questions are directed to the appropriate manager, accountant, board member, or other designated contact.

Visible Outstanding Items

Incomplete items and unresolved questions are identified clearly.

Consistent Communication

The process and communication rhythm remain familiar across recurring engagements.

Association-Level Independence

Each engagement is performed for the individual association in accordance with applicable professional responsibilities.

A Firm That Can Work Across Multiple Associations

We work with management companies that coordinate services for a small number of associations as well as larger portfolios.

The objective is not simply to handle more engagements. It is to provide a consistent standard of communication and execution for every association involved.

What Initial Coordination May Include

When beginning a relationship with a management company, we may discuss:

Association portfolio and fiscal year-ends
Current review, audit, and tax requirements
Proposal timing
Preferred communication channels
Accounting department responsibilities
Document collection process
Board communication expectations
Recurring annual scheduling

Clear Roles and Professional Independence

The homeowners association is the client.

We frequently coordinate the engagement through the association’s management company, but our professional responsibilities, reporting, and independence remain with the association.

This distinction helps protect the integrity of the engagement while allowing the process to operate efficiently.

Discuss Your Association Portfolio

Tell us about the associations you manage, their fiscal year-ends, and the services they typically require.