HOA Management
HOA Management, Inc. is a privately held Bend, Oregon-based firm providing full-service HOA management, full-cycle bookkeeping, CC&R and ARC enforcement, and board training to nine community associations across Central Oregon, supported by an online homeowner portal and third-party payment and document integrations.
- Company typePrivate
- Founded2008
- HeadquartersBend, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What HOA Management does
HOA Management, Inc. is a privately held professional services firm headquartered in Bend, Oregon, that delivers full-service homeowners association management to nine community associations across the Central Oregon tri-county area. Founded in 2008 and owned by Terrie Harris, the company operates alongside its wholly-owned subsidiary Diversified Bookkeeping Services (established 1982), offering an integrated bundle of HOA management, full-cycle bookkeeping, dues billing and collections, CC&R and ARC enforcement, infrastructure and vendor oversight, board training, and association document management. The firm employs six full-time staff, each specialized in a discrete functional area, and serves a homogeneous customer base of mid-market HOAs and property owners associations such as Awbrey Glen HOA, Awbrey Village, Elkai Woods (Fractional and Homes), Glacier Ridge, Hillside Park POA, Newport Hills HOA, Quail Crossing, and Shevlin Pines HOA.
The company's technology footprint is intentionally lightweight. Core delivery is supported by an online association portal providing homeowners access to newsletters, announcements, and a resource center for governing documents, complemented by two third-party integrations: Alliance Association Bank for online dues payment and HomeWiseDocs for document and questionnaire access by realtors and title companies. There is no proprietary mobile app, no public API, and no documented AI or machine-learning capability. The technology is positioned as a convenience and transparency layer for existing managed communities rather than as a differentiated platform product.
Commercially, HOA Management operates a direct sales motion targeting HOA boards in Central Oregon, with contact driven through phone (541.323.3033), email ([email protected]), and proposal request flows on its website. Pricing is not publicly disclosed; revenue is derived from recurring management fees charged to associations and from professional services fees for bookkeeping, tax compilation, reserve studies, and consulting. The firm has no external investors, no parent company, no funding rounds, and no disclosed revenue figure, and it does not maintain a social media presence.
HOA Management firmographics
Firmographics- Name
- HOA Management
- Legal name
- HOA Management, Inc.
- Website
- https://hoa-bend.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- HOA Management, Inc. is a privately held Bend, Oregon-based firm providing full-service HOA management, full-cycle bookkeeping, CC&R and ARC enforcement, and board training to nine community associations across Central Oregon, supported by an online homeowner portal and third-party payment and document integrations.
- Ownership category
- akta.pro rank
HOA Management industry classification
Industry- Product category
- HOA / Community Association Management Services
- NAICS
- Real Estate Property Managers (53131), Residential Property Managers (531311)
- SIC
- Services-To Dwellings & Other Buildings (7340), Services-Membership Organizations (8600)
- akta.pro primary industry
- Homeowners Association (HOA) Management (BPAJAHAB)
- akta.pro secondary industries
- Association Compliance, Governance & Board Support Services (BPAJAHAN), Association Maintenance, Vendor & Capital Project Management (BPAJAHAM)
Keywords
Where HOA Management is headquartered
LocationHeadquarters
- HQ city
- Bend
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
HOA Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- HOA Management Services: Full-service HOA management including homeowner relations, infrastructure maintenance coordination, association office support, CC&R enforcement, and board training. Revenue derived from management fees charged to homeowner associations.
- Bookkeeping Services: Full-cycle bookkeeping services through Diversified Bookkeeping Services, Inc., including monthly/quarterly/annual homeowner dues billings, collection processes, financial statement preparation, and tax return compilation.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
HOA Management product offering
Product offeringCore offering
HOA Management, Inc. provides full-service homeowners association and community association management in Central Oregon, covering homeowner relations, infrastructure maintenance and vendor monitoring, CC&R/bylaw/ARC interpretation and enforcement, and board of directors training. The company also operates an online HOA portal for homeowners to access newsletters, announcements, and association documents, and delivers full-cycle bookkeeping through Diversified Bookkeeping Services, Inc.
Product overview
HOA Management is a service-based HOA management company serving Central Oregon. The company operates a core HOA Management Services offering that includes homeowner relations, infrastructure maintenance, CC&R enforcement, board training, and association office support. An integrated HOA Website/Software platform provides online access to newsletters, announcements, and documents for managed communities. Full Cycle Bookkeeping Services (operated as Diversified Bookkeeping Services, Inc.) handles financial management including dues billing, collections, bookkeeping, and reserve analysis. The company manages a portfolio of nine distinct community associations: Awbrey Glen HOA, Awbrey Village, Elkai Woods Fractional HOA, Elkai Woods Homes HOA, Glacier Ridge, Hillside Park Property Owners Association, Newport Hills HOA, Quail Crossing, and Shevlin Pines HOA.
Differentiator
Problem solved
Functional benefit
Products and services
- HOA Management Services Full-service homeowners association and community association management for HOA boards in Central Oregon, covering homeowner relations, infrastructure maintenance and vendor monitoring, CC&R/bylaw/ARC interpretation and enforcement, association office support, and board of directors training/mentoring.
- Full-Cycle Bookkeeping Services (DBA Diversified Bookkeeping Services, Inc.) Complete financial management for HOAs and small businesses, including monthly/quarterly/annual dues billing, collection processes with lien filing, full-cycle bookkeeping, payroll and payroll reporting, accounts payable, general ledger and financial statement preparation, reserve analysis, budget preparation, business consulting, and tax return compilation.
- Board of Directors Training and Mentoring Training and mentoring for HOA and community association board members to support effective governance, CC&R enforcement, and association operations.
Companies that use HOA Management
Customer profileNamed customers9 records
Segments1 record
Ideal customer profiles1 record
HOA Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Feature1 record
HOA Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- HomeWise DocsminorThird-party document service used by realtors and title companies to access HOA documents and questionnaires. Provides convenience for property transactions within managed communities.
Scale indicators2 records
Recent moves6 records
Expansion highlights4 records
HOA Management competitors and assessment
Company assessmentEmerging players
- Vantaca: Cloud-based HOA and community association management software platform. Targets the same HOA management workflows (accounting, communications, portals) that HOA Management performs, but as a SaaS platform rather than a services firm.
- AppFolio: Cloud property management software provider with growing HOA/community association capabilities. Comparable in enabling HOA management workflows (resident portals, online payments, accounting) but sold as technology rather than full-service management.
- TOPS Software: HOA and community association management software vendor. Directly comparable in the HOA accounting, ARC, and board workflow functionality that HOA Management delivers through its online portal and bookkeeping services.
Others
- HomeWiseDocs: Document and questionnaire service used by realtors and title companies to retrieve HOA documents. Already a partner of HOA Management, providing adjacent infrastructure that supports the HOA transaction workflow.
- Community Association Institute (CAI): National trade association for the community association industry. Terrie Harris's board service at the Central Oregon chapter provides the network and standards framework that HOA Management operates within; CAI is the ecosystem reference point for HOA management firms.
- Alliance Association Bank: Banking and online payment provider specializing in HOA and community association dues. Functions as HOA Management's payment processing infrastructure partner, comparable to other HOA-banking service providers in the ecosystem.
Regional players
- Cascade Management Group: Oregon-based community association and property management company serving the Pacific Northwest. Directly comparable in geographic footprint (Oregon) and HOA management services, making it one of the closest regional competitors to HOA Management.
Broad incumbents
- RealManage: National HOA and community management company with a tech-enabled platform. Comparable in core HOA management services (board support, financials, CC&R enforcement) but differentiated by proprietary technology and national scale.
- FirstService Residential: Large publicly traded residential property and HOA management firm with a Pacific Northwest presence. Offers the same core HOA management, financial, and board support services as HOA Management, but at vastly greater scale and with deeper technology infrastructure.
- Associa: The largest U.S. community association management company, providing HOA and condominium management services across the country. Directly comparable in service offering (HOA management, bookkeeping, board support) but at national scale versus HOA Management's local Central Oregon focus.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights5 records
Customer concentration
HOA Management social profiles
Digital presenceHOA Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
HOA Management leadership team
Management profileNumber of profiles
Profiles1 record
HOA Management subsidiaries and ownership
Company hierarchySubsidiaries1 record
HOA Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
HOA Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about HOA Management
What does HOA Management do?
HOA Management, Inc. provides full-service homeowners association and community association management in Central Oregon, covering homeowner relations, infrastructure maintenance and vendor monitoring, CC&R/bylaw/ARC interpretation and enforcement, and board of directors training. The company also operates an online HOA portal for homeowners to access newsletters, announcements, and association documents, and delivers full-cycle bookkeeping through Diversified Bookkeeping Services, Inc.
Is HOA Management a public or private company?
HOA Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was HOA Management founded?
HOA Management was founded in 2008. It employs 1 to 10 people.
Where is HOA Management based?
HOA Management is headquartered in Bend, United States, in the North America region.
How does HOA Management make money?
Two revenue lines are on record. HOA Management Services are the primary driver. The others are bookkeeping Services.
Who are HOA Management's main competitors?
Emerging players on record are Vantaca, AppFolio and TOPS Software. Others are HomeWiseDocs, Community Association Institute (CAI) and Alliance Association Bank. Cascade Management Group is listed as a regional player. Broad incumbents are RealManage, FirstService Residential and Associa.
Does HOA Management have an API?
No public API is recorded for HOA Management.
What industry is HOA Management in?
HOA Management's product category is HOA / Community Association Management Services. Its primary akta.pro industry code is BPAJAHAB, Homeowners Association (HOA) Management, with a secondary code of BPAJAHAN, Association Compliance, Governance & Board Support Services. Its NAICS code is 53131 and its SIC code is 7340.