Simple, straightforward pricing for everything your community needs.
Join the multiple communities that have streamlined their finances and have made life easier with The Savvy HOA.
Basic
Your board management tool. Perfect for self-managed HOAs needing a new software-
Comprehensive Dashboard
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Centralized Document Repository
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Financial Oversight & Reporting
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Pay your Vendors Quickly & Efficciently
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Access to Homeowner Resource Center
Premium
A hybrid self-managed solution. Best for those that are looking to alleviate the day-to-day of HOA management-
Comprehensive Dashboard
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Centralized Document Repository
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Financial Oversight & Reporting
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Communication Tool Between You & Your Neighbors
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Investment Monitoring & Tracking
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Pay your Vendors Quickly & Efficiently
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Access to Homeowner Resource Center
Full-Service
Everything in Basic & Premium Plus-
Full-Service Management
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Administrative Services
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Full integration with your Community
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Property Inspections
*Compliance View is available for all of our plans
Get the Support You Need to Self-Manage Your HOA.
Cost savings, expert guidance.
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.
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.
Experienced Accountants.
Our accountants know the HOA world and have decades of experience in the industry.
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.
SUPPORTED BY TOP HOA SOLUTIONS:
Manage Tasks
Easy Bookkeeping
Accurate Reports
Why The Savvy HOA is a copilot while you're in the driver's seat?
Here are some ways The Savvy HOA addressed concerns from fellow board members.
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.
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.
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.