Stay in the driver's seat and save costs to manage your HOA.

We empower HOAs with a turnkey self-service platform, premier banking solutions, tools, accounting, training, and consulting. Take control and save costs with our value-packed services.

Join our community of fans that live in a Savvy HOA.

Join our community of fans that live in a Savvy HOA.


Manage Tasks

Easy Bookkeeping

Accurate Reports

The Savvy HOA is your copilot while in the driver's seat.

Here are some ways The Savvy HOA addressed concerns from fellow board members.

Why we hired a professional company to handle our finances?

An HOA may hire a professional company, like The Savvy HOA, to prepare their financial statements for several reasons. Specialized companies ensure accuracy, compliance, and precision in financial reporting. Outsourcing this task allows the HOA board to focus on core responsibilities, while experts handle complex financial reporting.

Professional firms efficiently handle data gathering, reconciliation, and analysis, freeing up HOA resources. Outsourcing offers an unbiased perspective, reducing internal biases or conflicts of interest. Ultimately, engaging a specialized company provides accurate, compliant, and professionally prepared financial statements, instilling confidence in homeowners and stakeholders.

I have a CPA why do I need The Savvy HOA?

At The Savvy HOA, an experienced accounting analyst will work with your Board of Directors to assist in the financial reporting of the association. Their responsibilities include providing financial data analysis, budgeting, expense tracking, accounts payable and receivable management, and generating financial reports. The accounting analysts contribute to the day-to-day financial activities and reporting within the HOA, playing a supporting role in the financial operations of the HOA.

We believe that all HOAs should contract with a CPA to provide an independent audit of the association’s financial records, in accordance with the association governing documents, state or other regulatory requirements.

How The Savvy HOA Helped My HOA

The Savvy HOA is a virtual service that offers an easy-to-use and transparent system for HOA board of directors and homeowners to access community information, streamlining operations and increasing engagement.

The Savvy HOA portal allows convenient access to important documents, such as HOA records, financial statements, and meeting minutes. Additionally, virtual management streamlines administrative tasks like record-keeping, accounting, and financial management, saving time and reducing errors. With automation and digital tools, processes like dues collection and payment tracking are simplified. Overall, virtual services provide convenience, transparency, and efficiency, helping HOA boards effectively manage communities and meet homeowners’ needs.

The Savvy HOA provides transparent financial oversight and reporting, empowering board members to track income, expenses, and reserve funds, make informed decisions, and ensure accountability within the community.


Our comprehensive dashboard offers a centralized hub providing a user-friendly interface to streamline tasks such as financial reporting, communication, and document storage.

We have vehicles equipped with cameras that can be deployed to conduct comprehensive inspections of your community with easy access from our dashboard.

Our user-friendly communication tools empower board members to effortlessly make announcements and field questions, fostering transparent and efficient communication channels within the community.

The Savvy HOA offers a centralized document repository, enabling board members to securely store and access important documents, such as governing documents, meeting minutes, financial records, and community policies, with ease and convenience.


Let us simplify investment tracking for HOA boards. Our experienced accountants monitor bank earnings rates, manage primary banking relationships, propose solutions for balance limits, and provide easy access through your dashboard with optional alerts.

Power up your HOA with a Single Click

Discover how The Savvy HOA can benefit your HOA with powerful management tools.

What to expect with The Savvy HOA.

We empower HOAs with our turnkey self-service platform for premier banking solutions, tools, accounting, training, and consulting, enhancing community management.


Experienced Accountants

Our accountants know the HOA world and have decades of experience in the industry.

Tax Assistant and Filing

You don’t need large sums to start investing, start with any amount.

Powerful financial reporting

We take the stress out of reporting with our automated solutions and scheduled reporting.

Safe & Secure

Your books will be stored safely in our state-of-the-art system.

Here's what our fan's say

Frequently Asked Questions

What capabilities does The Savvy HOA offer?

The Savvy HOA offers a range of capabilities, including financial management, communication tools, document storage, and on-time vendor payments.

How does The Savvy HOA handle community documents?

The Savvy HOA  has an  centralized document repository that prioritizes data security and employs industry-standard encryption protocols, regular backups, and access controls to ensure the confidentiality and integrity of your HOA’s data.

Can The Savvy HOA assist with budgeting and financial reporting?

Absolutely! The Savvy HOA offers robust financial management reporting, allowing you to track expenses, and generate financial statements empowering you to make informed decisions for your HOA’s financial well-being.

How does The Savvy HOA enhance communication within the community?

The Savvy HOA offers communication tools such as community-wide announcements, and messaging facilitating seamless and transparent communication among homeowners and board members.