Helping Boards Lead with Confidence.
Serving on an HOA or COA board isn’t easy. Whether you're newly elected or deeply experienced, the responsibilities can be heavy, especially when it comes to financial oversight. For most, the financial side of community association board service can feel overwhelming.
This is where Ledgerly steps in to help you understand the role, navigate your duties, and find the right tools to lead well.
New to the Board?
Board seats come with serious responsibility — especially around budgets, dues, and legal regulations. If this is your first time stepping into the role, we’re here to share the basics to help you onboard with confidence. We help you fully understand ...
Understanding Board Roles
Every role on a COA or HOA board plays a unique part in making sure the community functions well. Regardless of your specific role, it’s important to understand your association’s financial responsibilities and how each board member contributes.
Treasurer
Keeps the books in order, reviews financials, and leads budget planning
President
Oversees meetings and board decisions
Secretary
Documents meetings and ensures recordkeeping
Members-at-large
Contribute to overall governance and committee oversight
Even though Ledgerly works most closely with treasurers, our support is designed to help the whole board operate smoothly. So we're building the Ultimate HOA & COA Resource Hub, where you can find templates and guides to lead your community effectively.
How Community Associations Work
Community associations are legal and financial entities overseen by a board — with real rules and expectations. As a board member, you’re responsible for keeping the association compliant and solvent. That includes:
1
Following your CC&Rs and bylaws
2
Managing the budget and dues
3
Hiring and managing vendors
4
Filing required reports and taxes
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Protecting the long-term financial health of the community
Let Ledgerly Handle the Books
You Don't Have to Do It Alone.
Ledgerly provides support, tools, and monthly clarity to help boards like yours stay ahead of the details. We deliver clean financials, track vendor payments, and make sure nothing falls through the cracks — so you can stay focused on leadership, not logistics.
Support for Every Kind of Board Member
Treasurers who want everything buttoned up
Presidents who want to stay informed without micromanaging
Secretaries who manage meetings and records
New members learning as they go
Professionally managed boards needing accounting expertise
Stronger Boards Build Better Neighborhoods
Ledgerly is more than a bookkeeping service for community associations. We’re your quiet teammate in board decisions.
- We’ve served on boards and been part of neighborhoods just like yours.
- We’ve been helping boards manage better for decades, and we plan to be here for years to come.
- Our mission is to unite us all in a commitment to run stronger boards.
- Doing the right thing for the community is in our DNA.
- And we humbly exist to help board members like yourself fulfill your duties.
How Can Ledgerly Support Your Board?
We're happy to show you what working with Ledgerly looks like. No pressure, just a quick overview and answers to your tough questions.