HOA Setup
Buildium Setup · Migration · Automation

We Set Up and Fix Your
HOA Systems — So Everything
Runs Smoothly

Buildium setup, migration, and automation for HOA boards and property managers. Less manual work. More time for what matters.

Book Your HOA Setup Call → View Services

Buildium Setup · QuickBooks Migration · HOA Automation · System Cleanup · Monthly Reconciliation

How it works

Four simple steps. From your first call to a fully running HOA system.

1

Book a Call

Free 30-minute discovery call. We review your HOA and recommend the right package.

2

Choose Your Package

Pick the setup that fits your HOA size. Sign the agreement and submit your 50% deposit.

3

Submit Intake Form

Complete our intake form with your HOA data. Your timeline starts the moment we receive everything.

4

We Build Your System

We configure Buildium, build your automations, and deliver a fully running HOA back office — guaranteed functional before handoff.

Our guarantee: We ensure your system is fully set up and functional before project completion. If something is not right, we fix it — no extra charge.

Transparent Pricing — No Hidden Fees

Starter Setup

from $800

Up to 100 units

Standard Setup

from $1,200

101–250 units

QB Migration

from $1,200

Any size

Monthly Reconciliation

from $149

Per month

50% Deposit

to Start

Balance on delivery

All prices in USD · Fixed quotes · See full pricing →

Managing your HOA shouldn't feel this chaotic

Most self-managed HOAs run on scattered spreadsheets, volunteer effort, and outdated tools. Sound familiar?

Endless spreadsheets

Dues tracked manually. Late fees calculated by hand. Hours lost every single month.

Financial fog

No clean reports. Growing delinquencies. Tax time becomes a nightmare.

Resident resentment

Owners feel out of the loop. Board members drown in complaints and emails.

Board burnout

Volunteers doing full-time admin work. Something breaks — or someone quits.

One person. Full back office.

Most HOAs hire a bookkeeper AND a software consultant separately. We do both — connected, streamlined, under one roof.

Your HOA's complete virtual admin

HOA Setup handles your software onboarding, accounting setup, workflow automation, and ongoing bookkeeping — all under one roof. We specialize in Buildium and other leading HOA platforms so you get a system that works from day one, without paying for two platforms or two contractors.

Already using QuickBooks? We migrate you fully into Buildium — one platform, cleaner books, lower cost.
Before We Start

Does your HOA have a Buildium account?

You will need a Buildium account before we can begin setup. The good news — Buildium offers a free trial with no credit card required. Sign up takes less than 5 minutes.

Start Free Buildium Trial →

14-day free trial · No credit card needed · We help you set it up

Dues collection automation
Built-in HOA accounting
Owner portal included
Late fee automation

Already have Buildium? Great — we can start right away. No account yet? Sign up free above then book your setup call.

We work best with HOAs like these

Self-managed HOAs

25–250 units. No full-time property manager. Volunteers running the show.

Spreadsheet survivors

You're tired of manual tracking and ready for real software that actually works.

QuickBooks → Buildium curious

You want one platform, not two. We do the entire migration for you.

This is NOT for you if:

You are a large professionally-managed community (500+ units)

You are looking for free DIY advice or a cheap quick fix

Your HOA has no financial records to work from

You are unwilling to move to Buildium or modern HOA software

You are on AppFolio, CINC, or Enumerate and want to stay there

Services that actually reduce your workload

Every service is designed for one outcome: less manual work for your board.

02

HOA Software Setup

From blank account to fully configured system — ready for owners on day one.

  • Buildium ready to use
  • Chart of accounts configured
  • Residents & units loaded
  • Bank integration live
03

HOA Bookkeeping

Your books stay clean every month. No more scrambling before board meetings.

  • Monthly dues reconciled
  • Delinquencies tracked
  • Bank rec done for you
  • Reports delivered monthly
04

Automation Setup

Set it once. It runs forever. Your board stops being the reminder service.

  • Dues reminders auto-send
  • Late fees auto-apply
  • Owner comms workflows
  • Violation notices templated
05

System Cleanup & Optimization

Already have software but it's a mess? We fix what's broken.

  • Full system audit
  • Messy data cleanup
  • Workflow fixes
  • Custom reports built

What HOA boards are saying

No fluff. Just what happens when a system actually works.

"Migrated our HOA from QuickBooks to Buildium in under 10 days — clean chart of accounts, dues automation live on day one, and monthly reports we can actually understand. Our treasurer went from 10 hours a month to almost zero manual work."

— Sarah T.

HOA Treasurer, 32 units · Florida

"We went from 15 spreadsheets to fully automated dues collection in under 3 weeks. Best decision this board ever made."

— Mark R.

HOA President, 92 units · Texas

"The automation alone saved our treasurer 8–10 hours per month. We should have done this years ago."

— Lisa C.

HOA Secretary, 36 units · California

Why work with HOA Setup?

We're not a general bookkeeper or a generic IT consultant. We exist specifically for HOA back-office work.

01

HOA-only specialization

Every client is an HOA or community association. We know your world.

02

Buildium-certified expertise

Not just the basics — advanced workflows most users never configure.

03

One point of contact

Systems setup AND bookkeeping under one roof. No coordinating between two contractors.

04

Remote-first, US-focused

Built for US self-managed HOAs and property management companies nationwide.

05

Built for automation

We set things up so they run themselves — less board burden every month.

06

Clean, scalable setup

Whether you manage 30 units or 300, your systems grow with you.

07

Guaranteed functional delivery

We ensure your system is fully set up and functional before project completion. Final delivery only happens when everything works. If something is not right, we fix it — no extra charge, no argument.

What HOAs ask before getting started

Straight answers. No sales speak.

Do you work with AppFolio?

Buildium is our specialty and the platform we know best. However, we are open to AppFolio projects on a case-by-case basis. If you are an AppFolio user, book a discovery call — we will be honest about whether we can help you, and if not, we will tell you upfront.

How is this different from hiring a bookkeeper?

A bookkeeper just does data entry. We set up the entire system so it runs itself — software, automation, workflows, AND ongoing books. One person, full back office.

What if we already use QuickBooks?

We migrate you fully into Buildium — one platform, cleaner books, lower cost. No more paying for two software subscriptions or doing double-entry.

How long does setup take?

Timelines vary by service: Starter Setup is 5–7 business days, Standard Setup 7–10, QuickBooks migration 10–15. All timelines begin once we receive your complete data — not on payment date. A detailed schedule is confirmed after your initial data review.

Do we need to be tech-savvy?

No. We do the setup. We train your board. You follow the simple workflows we build. If you can send an email, you can run this.

What does it cost?

Setup starts at $800. Fixed quotes, no surprises. Minimum engagement $800. Live in 7 days.

Do you work with any HOA software?

We specialize exclusively in Buildium.

Here is why: Buildium is the best fit for self-managed HOAs in the 25–250 unit range. It is powerful enough to automate dues, late fees, and financial reporting, but simple enough that volunteer boards can actually use it without a full-time manager.

What about AppFolio, CINC, or Enumerate?

We do not work with them. AppFolio is built for large professionally-managed communities (500+ units) and is overkill — and overpriced — for the HOAs we serve. CINC and Enumerate are solid platforms, but we are not experts in them. We would rather be honest than pretend.

If you are on another platform: We will tell you upfront if we can help. Often, the best answer is migrating to Buildium. If that is not right for you, we will say so — no hard feelings.

What it costs. No surprises.

Fixed quotes. No hourly billing. Timelines confirmed after data review.

1

Pick your setup

2

Add 90-day guided launch

7

Days to go live

System runs itself

Core Rule: All timelines begin once complete and accurate data has been received — not on the date of payment. Timelines may extend if data is incomplete or submitted late. A detailed schedule is confirmed after your initial data review.

Starter: 5–7 days  ·  Standard: 7–10 days  ·  Migration: 10–15 days  ·  Cleanup: 5–10 days  ·  Reconciliation: 5–7 days after month-end

Step 1 — One-Time Setup

Starter Setup

Up to 100 units

$800–$1,000

One-time · 5–7 business days · Min. $800

  • Buildium fully configured
  • Chart of accounts setup
  • Up to 100 units loaded
  • Bank account connected
  • Automation rules built
  • 1-hour board training
Get started →
MOST POPULAR

Standard Setup

101–250 units

$1,200–$1,800

One-time · 7–10 business days · Min. $1,200

  • Everything in Starter
  • Up to 250 units loaded
  • Advanced automation workflows
  • Late fee rules configured
  • Violation notice templates
  • 2-hour board training
Get started →

QB → Buildium Migration

Any size

$1,200–$2,000

One-time · 10–15 business days · Min. $1,200

  • Chart of accounts transferred
  • Opening balances set up
  • Clean data imported
  • Buildium fully configured
  • Board training included
Get started →

Step 2 — 90-Day Guided Launch Retainer (Recommended)

After setup, your board will have questions as they learn the system. The retainer keeps us on call for 90 days so nothing stalls.

Starter Retainer

Pairs with Starter Setup

$199

One-time · 90 days of support

  • Email support (2-day response)
  • Small fixes & adjustments
  • 1 monthly check-in call
  • Handoff guide & SOPs

Total with Starter Setup: from $999 ($800 + $199)

RECOMMENDED

Standard Retainer

Pairs with Standard Setup or Migration

$299

One-time · 90 days of support

  • Email support (2-day response)
  • Fixes, tweaks & re-training
  • 1 monthly check-in call
  • Handoff guide & SOPs
  • Workflow optimization review

Total with Standard Setup: from $1,499 ($1,200 + $299)

Optional — Monthly Reconciliation

We reconcile your books in Buildium each month and deliver a clean financial report. That is all — no admin, no owner contact, no collections.

Reconciliation Only

Up to 100 units

$149/mo
  • Bank reconciliation
  • Dues reconciliation
  • Delinquency flagged to board
  • Monthly financial report
  • No owner/tenant contact
  • No collections follow-up
Add to my plan →

Reconciliation Only

101–250 units

$249/mo
  • Everything in 50-unit plan
  • Up to 150 units covered
  • Vendor payment log
  • Board meeting report
  • No owner/tenant contact
  • No collections follow-up
Add to my plan →

Add-On Services

Document Digitization

Screenshots, scanned records & paper docs manually entered into Buildium. Quoted per batch — always approved before we start.

From $75 / batch

Year-End Financial Package

Full-year statements cleaned and organized for your CPA or tax prep.

$199 flat

Late Fee Audit & Cleanup

Months of missed or miscalculated late fees reconciled and corrected in Buildium.

$149 flat

System Cleanup

Already on Buildium but it is messy? Full audit and cleanup of an existing account.

From $299 — quoted after free audit

Reserve Fund Setup

Reserve accounts, fund tracking and contribution schedules configured in Buildium.

$99 flat

Quarterly Health Check

We log in once a quarter, review your Buildium account and send a short report of findings and fixes.

$99 / quarter

* HOA Setup does not contact homeowners, follow up on delinquencies, or handle collections. We flag issues to your board and your board handles owner communications. This keeps our work clean and your HOA protected.

📋

Free: HOA Systems Audit Checklist

See exactly where your HOA is leaking time and money — before you spend a dime on software or services.

No spam. Unsubscribe anytime.

JL

Jane Lacson

HOA Systems Specialist

Angeles City, Philippines

LinkedIn

Hi, I'm Jane Lacson

I specialize in HOA system setup and Buildium automation. After working inside Buildium with HOA clients, I saw the same problem over and over — self-managed boards spending hours every month on manual work that software could handle automatically.

So I built a service around solving exactly that. I come in, configure everything properly, set up the automations your board needs, and hand you a system that runs itself.

I am based in the Philippines and serve self-managed HOAs across the US remotely. Every client gets my personal attention — not a team, not a ticket system. Just focused, expert work delivered on time.

Buildium Specialist HOA Bookkeeper Remote — US Focused QuickBooks Migration

Stop Fixing Your HOA System —
Let Us Set It Up Right

Your board deserves a system that runs itself. Book a free 30-minute call — we will map out exactly what your HOA needs, what it costs, and how fast we can deliver it.

Stop Managing Chaos — Start Your Setup →

No commitment required · Fixed quotes · We'll tell you if we can help