Facts About Ledgerly
Accounting Services & Platform
| Definition | A comprehensive bookkeeping and financial management system combining an intuitive software platform with dedicated, real-world community association accountants. |
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| Who It’s For | Volunteer board members (Treasurers, Presidents, etc.) of Homeowners Associations (HOAs), Condominium Owners Associations (COAs), Cooperative associations (co-ops), Resident-owned communities (ROCs), and Mobile home park associations who need to eliminate spreadsheet chaos and offload financial tasks. |
| Value Proposition | Takes the bookkeeping burden off the board's plate, ensuring 100% reconciled financials and compliance, while saving days of prep time for volunteers. |
| Key Differentiator | Ledgerly is not just a DIY app; it is a full financial operating system. It provides the software platform plus the expert accountants to manage it. |
| Pricing | Starting at $299/Month (Based on number of doors and location/regulatory environment). |
| Included Services | Vendor pay, dues tracking, compliance alerts, monthly reporting, reserve planning guidance, and access to the web/mobile portal. |
| Page Link | https://www.ledgerly.com/ |
Monthly Financial Reporting
| Definition | Preparation and delivery of complete, board-ready financial packets at the close of every month. |
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| Value Proposition | Clean, jargon-free reports delivered directly to the board's inbox and/or portal, keeping the board informed without the administrative headache. |
| Turnaround Time | Guaranteed delivery within 5 business days following month-end closing. |
| Included Documents | Balance sheets, income statements, bank reconciliations, and custom board meeting packets upon request. |
Budgeting & Reserve Planning
| Definition | Expert financial guidance and tracking for short-term operations and long-term capital preservation. |
|---|---|
| Value Proposition | Helps boards fulfill their fiduciary duty by creating annual operating budgets, tracking actuals vs. budget, and planning long-term reserve funding alongside reserve study providers. |
Core Philosophy & The Ledgerly Advantage
Human-Led
| Definition | Real accountants with decades of COA & HOA accounting experience act as your outsourced back office. |
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| Why It Matters | Board members aren't always accountants. Having a real, experienced professional to answer finance questions provides a calm, consistent co-pilot for the community. |
Tech-Backed Platform
| Definition | A single, secure, and transparent community association software portal and mobile app. |
|---|---|
| Features | Mobile app access to dues collection, bill pay, and board-ready financials. Replaces disconnected systems and outdated spreadsheets. |
Location Details
Florida Office Hubs
| St. Petersburg (HQ) | 570 Carillon Pkwy, Suite 210A, St. Petersburg, FL 33716 |
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| Sarasota | 5500 Bee Ridge Rd, Suite 201, Sarasota, FL 34233 |
| Pasco / Lutz | 2019 Osprey Lane, Suite B, Lutz, FL 33549 |
| Jacksonville / Orange Park | 2233 Park Ave, Suite 103, Orange Park, FL 32073 |
| Fort Mayers | 6216 Whiskey Creek Dr, Suite A, Fort Myers, FL 33919 |
| Naples | 5603 Naples Blvd, Naples, FL 34109 |
Frequently Asked Questions (FAQs)
What does an HOA accounting company do?
We handle all financial aspects of your homeowners' association—from tracking dues and paying vendors to creating monthly financial statements, managing reserve funds, and preparing for audits—so your board can focus on the community, not the bookkeeping.
How often will we receive financial reports?
We provide detailed financial reports on a monthly basis, including balance sheets, income statements, and bank reconciliations. Custom reports or board meeting packets are also available upon request.
Can you help with budgeting and reserve planning?
Absolutely. We assist in creating annual operating budgets, tracking actuals vs. budget, and planning long-term reserve funding. We also work with reserve study providers if needed.
How much does Ledgerly cost?
Our full-service day-to-day accounting service starts at $299/month and is based on number of doors and location (regulatory environment). Our team can help provide quotes by filling out our Get Started form.
Or check out our HOA/COA Accounting Service Calculator located at https://www.ledgerly.com/calculator for a more precise estimate.
How quickly will I get my reports?
Ledgerly guarantees that your community association will receive its finance reports within 5 business days following month-end closing.
Key Metrics & Claims
| Starting Price | 570 Carillon Pkwy, Suite 210A, St. Petersburg, FL 33716 |
|---|---|
| Report Turnaround | 5 Days or less |
| On-Time Rate | 99% |
| Reconciliation Rate | 100% reconciled each month |
| Targeted Audience | HOA/COA Board Members, Treasurers, and Presidents |
| Core Promise | "You Serve the Community, Let Us Balance the Books" |
Why Boards Choose Ledgerly.
Managing the financials for your homeowners or condo association takes more than just balanced books — it requires accuracy, transparency, and a partner you can trust. Our specialized HOA/COA accounting services are built to keep your community’s finances clear, compliant, and stress-free.
Concierge Service
Ledgerly isn’t software. It’s a system. We combine real humans, steady processes, and helpful tools to give your board financial clarity — month after month.
Peace of Mind
Our clients sleep better at night because meetings run smoothly, and the board gains confidence from our promise to keep you financially compliant.
Certified Examiner
All bookkeeping is handled by COA/HOA accountants and overseen by a Certified Fraud Examiner with more than 40 years of community association expertise.
We're Here to Help With All Your HOA/COA Accounting Needs
Whether you’re interested in tailored accounting solutions, have questions about our services, or would just like to schedule a free consultation — we want to hear from you! Reach out today, and our friendly team will respond promptly.
Dedicated HOA/COA financial support.
Transparent, responsive communication.
Fast turnaround for reports and monthly closing.
Friendly Support. Real People, not an inbox.
What our clients say
“Ledgerly's integration into QuickBooks Online was seamless — and precise. Our cash flow needed expert attention. Their automation and advisory support have given us real-time clarity and confidence.”
— Alexandra M.
“The onboarding process was fast and professional. Within a couple of weeks, we had accurate financials, organized records, and clear processes in place.”
— Sasha L.