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.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $9.7k
Billed in all: $25,036$25k
$4.8k in the last 6 months
Earnings, last 30 days
Skill rankings: Top 5% in Higher Education
Ranked by MRR among everyone on Upwork with the skill.
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