Accounting & Insurance Services
Financial Management.
Built for Community Associations.
Your community's financial health and protection — handled by experts who know Florida HOA law inside and out. Our team of CPAs, Certified Fraud Examiners, and licensed accountants brings deep HOA-specific experience to every client community — giving boards the clarity they need and owners the accountability they deserve.
Accounting & Insurance Services
We go well beyond basic bookkeeping. Through an internal separation of duties, dedicated specialists handle specific functions — accounts payable, accounts receivable, collections, billing, and estoppels — independently. This structure enhances accuracy, speeds up processing, and reduces the risk of error or fraud.
Our local presence across the Tampa Bay area — offices in St. Petersburg, Sarasota, and Pasco County — means you always have a real person available, not a call center.
Accounting Plus®
You Handle the Association. We Do the Rest.
For self-managed communities or associations that want professional financials without changing their entire management structure, Accounting Plus® delivers CPA-level services on your terms. Plans include the following perks.
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Fraud Protection
We employ the only Certified Fraud Examiner among community association management companies in Florida. Our proactive strategies are designed to detect and prevent fraudulent activity before it impacts your association — protecting the integrity of your finances at every level.
Secured Daily Bank Reconciliation (CyberGuard+)
Every transaction is reviewed daily. Any discrepancies are caught and corrected quickly, giving your board reliable, up-to-date financial data at all times. This is a level of oversight most management companies simply don't offer.
Advanced Cybersecurity
Your association's financial data is protected with encrypted storage and secure transaction processes. From daily monitoring to secure access controls, we treat your information with the same care we'd want for our own.
A Personalized Association Website
Every Accounting Plus® community receives a custom-built website tailored to its specific needs — featuring online payment options, document access, association calendars, and more. It's designed to improve the homeowner experience and strengthen community engagement, all under your association's own branding.
Insurance Services
Right-Sized Coverage for Your Community
Proper insurance is one of the most consequential — and most commonly misunderstood — responsibilities a board carries. Through our relationship with Palm Insurance Management, a leader in Florida community association insurance, we help boards secure coverage that is right-sized, competitively priced, and backed by stable carriers.
Palm's team meets with boards directly, conducts thorough coverage reviews, and prioritizes making sure every community is properly protected — not just checking a box.
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Coverage available:
- Property
- General Liability
- Directors & Officers
- Fidelity Bond
- Difference in Conditions
- Flood
- Umbrella
- Workers Compensation (including Volunteer Coverage)
- Automobile
- Glass
HURRICANE & DISASTER PREPAREDNESS
You should never be left wondering if you are covered or not.
Florida communities face unique risks — and preparation matters. Every association should have a documented Hurricane Preparedness Plan, reviewed and approved by the board before the June 1st start of storm season. Our partner Palm Insurance Management helps communities build, review, and implement these plans, and ensures the right coverage is in place before a storm arrives.
Annual marketing across all lines of coverage to ensure competitive rates
Annual budget estimates for insurance line items
Annual Community Loss Control Survey
24/7 claims assistance
Community disaster and hurricane preparedness planning
AREAS OF CHANGE
Ready to Get Started?
Whether you're evaluating a new management partner, exploring Accounting Plus® as a standalone service, or want a second opinion on your association's current insurance coverage — we're here to help.
Financial Certainty
You know what the numbers say—and why they changed.
- Monthly financials are reconciled and delivered on time
- Variances are explained before meetings—not during them
- Budgets are built with real assumptions, not guesswork
- Board packets are prepared so you walk in ready, not catching up
No more flipping through reports trying to connect the dots.
Compliance Relief
Deadlines are tracked. Processes are documented. Nothing gets missed quietly.
- Required notices and filings are scheduled and verified
- Financials and records are maintained in audit-ready format
- Workflows are documented so decisions are consistent—not improvised
- Your board isn’t relying on memory or last-minute checks
In Florida, small misses turn into big problems. We make sure they don’t happen in the first place.
