Buildium Setup for HOA Property Management in New Jersey
Your HOA finances set up right, from day one.
Running an HOA means managing dues, tracking expenses, reconciling accounts,
and keeping records your board can actually read.
Buildium does all of that, when it's set up correctly.
I enter all your HOA information, connect your bank account,
and get your first reconciliation running so you start clean.
What's Included
Everything entered, connected, and verified.
Full HOA Data Entry
All HOA information entered into Buildium, units, owners, dues schedules, and contact records done correctly from the start.
Bank Account Connected
Your HOA bank account linked and configured so dues collection and expense tracking flow automatically.
First Reconciliation Completed
Your first reconciliation run and verified so you know the numbers are right before you hand it to the board.
Handoff Walkthrough
A walkthrough session so your board treasurer or manager knows how to use what I built.
How it Works
We handle the setup. You run the HOA.
Book a Call
I scope your HOA size, current setup, and what data needs to come over. Pricing is determined on this call.
You Provide Access
Buildium account access and bank account information shared securely. I use secure methods and never store your credentials.
I Enter Everything
All unit and owner data entered, dues schedules configured, bank account connected.
First Reconciliation Run
I run your first reconciliation and verify the numbers are clean before handing over.
Handoff
A walkthrough with whoever manages the account day-to-day so they know exactly where everything lives.
Investment
Priced by HOA size.
One-time Setup
Book a Call
Built for HOA boards and property managers who are done with spreadsheets, shoeboxes, and guessing. Pricing is scoped per HOA based on number of units and complexity of existing records. Book a free 20-minute call and I'll give you a flat quote before anything starts.
Note: I currently specialize in HOA setup only — not rental property management.
FAQ
Questions I'm Often Asked...
Do we need to already have a Buildium account?
No, I can help you get one set up. Just let me know on the call and I'll walk you through it before the setup work begins.
Do you work with rental properties?
Not at this time. I specialize in HOA setup only. If that changes I'll update this page.
How long does setup take?
Depends on your HOA size and the condition of existing records. I'll give you a realistic timeline on the scoping call before anything starts.
Is our financial information secure?
Yes. I use secure access methods and never store your credentials beyond the project. All sensitive access is revoked at handoff.
What if our records are a mess?
That's usually why people call me. I'll assess what you have on the scoping call and let you know what's workable before we commit to anything.