HOA Management

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.

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

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

• HOA management services
• Community association management
• HOA bookkeeping services
• CC&R enforcement
• Board training mentoring

Headquarters

HQ city

Bend

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. 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.
2. 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

Core 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.

Named customers9 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature1 record

Partnerships

One partnership is on record.

• HomeWise DocsminorOthersThird-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

Emerging 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

• LinkedInlinkedin.com/company/ladera-ridge-homeowners-association-inc.

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about HOA Management