Our Services
Ideal Bookkeeping provides remote financial management services to community associations throughout Utah, Nevada & Idaho. You might be surprised to find that switching to Ideal Bookkeeping can save your community thousands in yearly management fees.
Find out why communities have chosen us to handle their bookkeeping needs virtually. Our remote package offers professional, accurate and experienced financial management for those communities who are ready to outsource their bookkeeping needs. Whether you’re looking to reduce costs or simply improve your financial management service, Ideal Bookkeeping is here to help.
Financial Management
Our objective is to comprehensively display the financial standing of your community so the Board has an understanding of what may need to be updated to meet financial goals.
- Accurate up-to-date Financials
- Financial Understanding & Training
- Consulting for Financial Improvement
Back Office Services
Our remote Management Service offers a hybrid approach for self-managing board members with the support of a professional company:
- Creation and/or updates of HOA forms
- Assistance with community mailings and informational community emails
- Meeting attendance via zoom to generate meeting minutes and/or audio recordings
- Interaction with title companies to provide information and coordinate property transfers
Collections Processing
We will strive to mitigate accounts receivable issues by:
- Consistent follow up on delinquent accounts
- Monitoring accounts in collection to ensure processes are moving forward at a reasonable pace
- Offering payment plans when appropriate and with Board approval
Bill / Invoice Payments
Every bill paid, on time. Board members can view and approve every bill from any device.
- Invoice processing weekly to ensure on-time payments
- Simple automated processes for Board to review invoices and approve payments online
- Check stock supplied by IDEAL saving the client money
Communication
Ideal Bookkeeping ensures that we keep your owners informed and engaged. We provide 24/7 access to information and work quickly to notify the board if an issue arises.
- Prompt email and phone call responses
- Homeowners can access their accounts via online portal 24/7
- Board members/management have access to the community’s records 24/7
- Newsletters are an option to keep your community members in-the-know
Remote HOA Consulting
Our HOA remote management service provides most of the features of full service for less than the cost of traditional management.
- Assisting self-managed communities with law compliance
- Offering suggestions/solutions for community concerns
- Help with vendor searches and project planning