HOA Financial Management in Santa Clara, CA.

Transparent, Accurate & Trusted Financial Oversight for Your Community

Take Control of Your HOA’s Financial Future

Managing the financial health of an HOA requires precision, transparency, and deep understanding of California regulations. At PMI SouthBay, we specialize in providing comprehensive HOA financial management services for communities across Santa Clara County.

From annual budgeting to daily dues processing, our systems and accounting experts help your board make sound financial decisions while staying fully compliant and audit-ready. We reduce financial risk, simplify board responsibilities, and give homeowners confidence in how their dues are being managed.

Our HOA Financial Management Services

• Budget Planning & Reserve Forecasting

  We help your board develop a well-structured annual budget that balances current needs with future planning. Our team also assists in coordinating reserve studies to ensure long-term infrastructure and capital project readiness.

• Dues Collection & Accounts Receivable

  We streamline dues collection through secure online payments, automated reminders, and clear account tracking. By leveraging tools like Axela, we've helped HOAs reduce delinquencies by up to 40%, improving cash flow without straining homeowner relationships.

• Expense Management & Accounts Payable

  We manage all vendor payments, reimbursements, and operating expenses—ensuring every invoice is tracked, paid on time, and reflected accurately in monthly reports.

• Monthly & Year-End Financial Reporting

  Each month, we deliver detailed financial statements including balance sheets, income statements, and budget-to-actual comparisons. These reports are board-ready and available anytime via our secure online portal.

• Audit & Tax Prep Support

  We work closely with your CPA or auditor to ensure smooth year-end closings, filing accuracy, and fast response to any financial compliance questions.

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