Proactive HOA Management
Tailored for Utah Board Leaders
Serving on an HOA board shouldn't feel like a second full-time job. We handle the heavy lifting—financials, vendor contracts, legal compliance, and owner communications—so you can focus on strategic governance.
Solving the Board's Biggest Headaches
Crystal-Clear Financial Reporting:
On-demand balance sheets, income statements, reserve tracking, and monthly variance reports delivered on schedule.
Vendor Contract & Quality Oversight:
We negotiate fair vendor rates, audit performance, and ensure every contractor is licensed and insured.
CC&R & Legal Compliance:
Expert guidance on Utah Community Association Act compliance, elections, notices & warnings, meeting facilitation, and architectural enforcement.
What Board Members Get
Dedicated Community Manager:
A consistent, single point of contact who understands your neighborhood's unique history and rules.
Automated Dues Collection:
High collection rates with automated delinquency workflows and attorney referral escalation when needed.
Reserve Fund & Capital Planning:
Coordination with reserve specialists to protect long-term financial stability without surprise special assessments.
LIVE Reporting at your Fingertips
Real‑time Access to Critical Community Data — 24/7/365
Board members get continuous, secure access to live reporting tools that keep your community informed and in control. Here is a list of the reports for boards to provide the most transparency and visibility into their HOA
Accounting
Admin Billing Report
Bad Financial Summary
Bad Financial Summary (New)
Bank Account Balances
Billing Report
Cash Forecast Report
Clean Financial Summary
Daily Bank Unreconciled Items
Error Report
Full Invoice List
Merged Owners w/ Credit
Service Contract w/ No Activity
Service Provider Usage Report (by Association) Service Provider Usage Report (by Service Provider)
Association
ARC Report
Association List
Collections Report
Homeowner Charge Percentages
Homeowner Charge Tags
Homeowner Other Tags
Open Board Invoices Report
Open Invoices Report
Owner Transfer Report
Paid Invoice by Service Provider
Violations Report
Violations Report With Photos
Work Order Summary
Financials
Annual Budget Comparison
Annual Budget Comparison with Percent
AP Aging
AP Aging by Fund
Approved Annual Budget
AR Aging
AR Aging (No Credit Balances)
AR Aging (Utilities)
AR Aging By Fund
AR Aging by Subledger
AR Aging By Unit
Assessment Balance Comparison by Account
AR Aging By Year
AR Aging Summary
AR Aging w/ Bankruptcy
Balance Sheets
Balance Sheet (2 Col)
Balance Sheet (Funds)
Balance Sheet (Funds)(w/ Codes)
Balance Sheet (w/ Codes)
Balance Sheet (w/ Reserve Report Group Breakout)
Balance Sheet - Consolidated
Balance Sheet - Groups Only
Balance Sheet by Fund
Balance Sheet Monthly Comparison
Balance Sheet Monthly Comparison (w/ Codes)
Balance Sheet W/ Breakout
Bank Reconciliation
Bank Reconciliation by Bank Report
Bank Register
Budget
Budget by Fund
Budget w/ Per Unit Cost Report
Budget Spread Report
Budget Status By Year Report Export
Cash Disbursement
Cash Disbursement (Variable Start Date)
Deposit Register
Equity Report
Financial Overview Report
GL Trial Balance
GL Trial Balance (Expense Only)
GL Trial Balance (Income Only)
GL Trial Balance By Fund
GL Trial Balance By Fund (Expense Only)
Financials (Continued)
GL Trial Balance By Fund - Quarterly
GL Trial Balance By Groups
GL Trial Balance Consolidated
GL Trial Balance Summary
Global Service Provider Payments
Income Forecast Report
Income Statements
Income Statement (2Col)
Income Statement - Consolidated
Income Statement - Groups Only
Income Statement - Quarterly
Income Statement By Fund - Quarterly
Income Statement By Groups
Income Statement Summary
Income Statement - Group Only Consolidated
Income Statement Summary - Consolidated
Income Statement Summary - Rolling 12 Month
Income Statement W/ Breakout
Income Statement with Cash Flow
Income Statement with Codes
Income Statement with Codes - Fund NOI (Sections)
Income Statement Yearly Comparison (Month)
Income Statement Yearly Comparison (YTD)
Operating Cash Flow
Prepaid Homeowners
Prepaid Homeowners by Charge Report
Prepaid Homeowners by Subledger
Proposed Annual Budget
Proposed Annual Budget Comparison
Proposed Annual Budget Comparison (w/ Notes)
Proposed Budget Spread Report
Proposed Budget Spread Report (w/ Notes)
Receivables Type Balance
Receivables Type Balance - Quarterly
Receivables Type Balance By Year
Receivables Type Balance By Unit
Receivables Type Balance w/ GL Codes
Refundable Deposit By Unit
Refundable Deposit Summary
Reserve Summary Report
Reserve Summary Report By Fund
Reserve Summary Report YTD
Utilities Billing Activity
Utilities Billing Monthly Comparison
Homeowner
All Addresses Mailing Labels (Current Resident)
All Addresses (Current Resident) Export
All Addresses Export
All Board Members
Homeowner Contact Information
Homeowner Mailing Labels
Homeowner Transaction History
Homeowner Transaction History By Charge
Tenant and Lease Report
Lease History Report
Mailing Addresses Export
Meeting Sign-in
Meeting Sign-In (Consolidated)
Owner Changes Summary Report
Owner Violation Report
Property Mailing Labels
Statement Owner Exclude
Tenant and Lease History Report
Transaction History By Association
Statements
Statement (Last 2 Months)
Statement (Last Month)
Statement (Last Zero Balance)
Statement (YTD)
Statement Last 2 months (No future charges)
Statement Last month (No future charges)
Statement YTD (No future charges)
Statement (Charge Summary)
Already Managed by Utah Management?
What else in the Expanded Board Portal?
Full Visibility into Service Requests
Architectural Review (ARC) Approvals
24/7 LIVE Global Reporting
Manage Community Shared Documents
FAQs
Q: How does Utah Management help HOA boards transition from another management company?
A: We manage 100% of the transition process—transferring bank accounts, auditing financial records, migrating owner databases, and onboarding vendors with zero downtime or hassle for board members.
Q: Can board members view financial records and vendor invoices online?
A: Yes. Board members receive expanded portal access to approve invoices, review real-time financial statements, and monitor bank reconciliations 24/7.
Q: How does Utah Management communicate with the board?
A: The HOA management software provides a unified communication system for formal HOA business, we use this as much as possible to provide the transparency we believe is key. But feel free to email, call, text, or come in to any of our offices in person.