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Chris M.
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Chris M.

HOA Financial Management Expert | Accounting, Budgeting & Software

I specialize in helping Homeowners’ Associations (HOAs) simplify their finances, improve transparency, and operate more efficiently. With over 15 years of experience in accounting, finance, and project management, I bring the expertise HOAs need to manage expenses/revenue, streamline reporting, and ensure compliance. As a current HOA Treasurer, I understand the challenges boards face—balancing tight budgets, meeting homeowner expectations, and keeping financial records accurate. My goal is to make financial management clear and stress-free so board members can focus on their community instead of paperwork. Here’s how I can support your HOA: • Financial Management – Budget prep and analysis, monthly reporting, account reconciliations • Project Management – Software transitions (QuickBooks Online, PayHOA), workflow design for billing and payments • Process Improvement – Streamlining workflows, reducing errors, and automating repetitive tasks My clients see measurable results. For example, I’ve guided HOAs through PayHOA implementation that improved dues collection by $25K annually and reduced reporting time by 40% through better workflows. My professional background includes roles as Financial Analyst, Project Controller, and Implementation Consultant across higher education, non-profits, construction, and SaaS companies. I also hold an MBA in Accounting and am proficient with QuickBooks Online, PayHOA, and other leading accounting tools. If your HOA needs clearer financial reporting, stronger processes, or better systems, I’d love to help. Let’s connect and create a tailored solution for your community.

🇺🇸Niles, United States$90/hr100% JSS5.00 (5)Since Apr 2024

Earnings and projects

MRR
$1.6k

Last 6 months ÷ 6

World#29,588 / 412k
🇺🇸Country#5,891 / 62.1k
Revenue, last 30 days
$0

Last 6 months: $9.7k

Total earnings
$24k

Billed in all: $25k

World#127,333 / 412k
🇺🇸Country#21,440 / 62.1k
Per project
$2.6k

$4.8k in the last 6 months

World#61,793 / 412k
🇺🇸Country#10,320 / 62.1k
Projects, last 6 months
2
0% fixed100% hourly
World#88,918 / 412k
🇺🇸Country#11,762 / 62.1k
Projects in all
9
44% fixed56% hourly
World#212,268 / 412k
🇺🇸Country#30,262 / 62.1k

Earnings, last 30 days

$25kNothing earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$24.5k$25.0k$25.5k$26.0kOct 8Oct 23Nov 7

Skill rankings: Top 5% in Higher Education

Ranked by MRR among everyone on Upwork with the skill.

  1. #8Higher Education163 freelancers · 🇺🇸 #6Top 5%
  2. #11Nonprofit Industry Consulting130 freelancers · 🇺🇸 #9Top 8%
  3. #20Project Accounting112 freelancers · 🇺🇸 #10Top 18%
  4. #40IT Consultation459 freelancers · 🇺🇸 #17Top 9%
  5. #40Implementation353 freelancers · 🇺🇸 #15Top 11%
  6. #42Nonprofit Organization411 freelancers · 🇺🇸 #26Top 10%
  7. #70Software736 freelancers · 🇺🇸 #13Top 10%
  8. #336Real Estate4,691 freelancers · 🇺🇸 #45Top 7%