Complete Monthly Financial Management
Bill pay, invoicing, collection, and deposit of monthly dues, all handled seamlessly.
Online Owner Portal
A modern, mobile-friendly hub for payments, shared documents, and electronic approvals of vendor bills.
TIC Property Tax Management
Annual calculations and reviews for shared property tax liabilities.
Fund Segregation
Separate tracking of reserve and operating accounts for total transparency.
On-Time Monthly Reports
Posted by the 10th of every month.
Annual Budgeting & Reviews
Collaborative preparation and review of annual operating budgets.
Delinquency & Penalty Tracking
Automated reminders and reporting to keep everyone accountable.
Transparent Financial Reporting
Monthly, quarterly, and annual reports delivered with consistency and clarity.
Bank Oversight & Reconciliation
Accurate management of deposits and statements with clear monthly reconciliations.
Project & Assessment Tracking
Monitoring of improvement projects, special assessments, and community investments.
Real Estate Support
Streamlined coordination with realtors, lenders, and escrow during sales and refinances.
Fully Insured
Coverage through Travelers and The Hartford, including $1M professional liability, $500K crime, and $1M cyber liability.
Support Package
Every client is protected by our full insurance program through Travelers and The Hartford. See our coverage
Our all-inclusive support package covers every essential detail:
Services
At HōmWorks, we bring order, clarity, and confidence to community ownership.
We take the stress out of Association and TIC financial management by taking over your books, creating transparency, and following a proven process built for accuracy, accountability, and ease.
Our team pays your bills, reconciles your accounts, and delivers clear, timely reports, so you always know where your Association stands and can trust that every dollar is managed responsibly. We help developers of small to mid-size Association and TIC properties across California build a solid financial foundation, from setting up new books and initial budgets to supporting unit sales and welcoming new co-owners.
For existing Associations, we streamline the essentials, from dues and budgets to reporting and bank management, so you can focus on living, not bookkeeping. When it's time to sell or refinance, we make the process smooth and compliant, with monthly reports, full bank reconciliations, and fast, accurate disclosure documents.
How getting started works
1. Free consultation: We learn about your building, your current setup, and what you need.
2. Transfer of books: We take over your records from your prior manager, or set up new books from scratch.
3. Portal and bank setup: Owners get portal access for dues and statements, and we set up bank access with proper controls.
4. First monthly report: Your first report is posted by the 10th of the following month.
Pricing: A simple flat monthly fee based on the number of units in your building. Ask for a quote during your free consultation.
FAQs
Everything you need to know, made simple.
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