Why We Built  Ledgerly 

We started Ledgerly because too many COA and HOA boards were overwhelmed by financial responsibility they weren’t trained to manage. The software was cold. The CPAs were seasonal. The stakes were high, and support was hard to find. 


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We Saw Boards Doing Their Best, and Still Struggling.

Community associations are run by volunteers. People who care, but who didn’t sign up to become budget analysts or CPAs. For years, we watched meetings get derailed over missing numbers. Saw neighbors lose trust in their leadership. And watched good board members burn out. 

So we set out to change all that, by providing community association leaders with financial clarity and peace of mind. 

Black hand-drawn spiral arrow pointing to the right.

We Believed There Had to Be a Better Way

Ledgerly was built to be the day-to-day accounting system community association boards rely on for clean, clear books—without needing a finance degree. We thought, let’s handle the numbers, so boards can tackle the tough decisions. 

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The Mission: Financial Confidence for Every Community 


When boards have clarity, they make better decisions. When the books are tidy, trust increases. When the back office runs smoothly, communities thrive. That’s why Ledgerly exists. 


  • Clear, Accurate and On-Time Financials

    When boards have clarity, they make better decisions. When the books are tidy, trust increases. When the back office runs smoothly, communities thrive. That’s why Ledgerly exists. 

  • Not a CPA or App. A True Partner

    We sit in the middle. Ledgerly is the missing infrastructure between bloated CPA accounting firms and oversimplified DIY platforms. We’re not passive software, and we’re not occasional consultants. We’re here, every month, every line, every time. 

  • Run by Pros with Real World Board Experience

    Ledgerly isn’t a faceless venture. It’s led by people who’ve worked with associations, served on boards, and built accounting software. We know what makes community association accounting hard. And we’ve built an operational framework to make it easier. 

  • Community associations don’t need more tech. They need better support.

    This all started with one idea: boards deserve better. Not just better software, but better support. Ledgerly was created by people who saw how difficult it was to lead a community with unclear and untrusted books. And set out to change that. 

Our Advantage

Ready to see if we're a fit?

We’re happy to share more about our story and our accounting support we bring to COA and HOA boards. 

Meet Our Team