HOA Accounting Services in Puerto Vallarta

When your HOA has 50 owners across 3 countries and a reserve fund that nobody can explain, it is time for professional accounting — in English and Spanish.

Bilingual service SAT registered Free first consultation

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Who This Is For

  • Condo building boards seeking professional financial oversight
  • Residential complex administrators managing shared expenses and assessments
  • Expat-led HOAs needing bilingual reporting for international owners
  • Coastal development communities in Puerto Vallarta or Riviera Nayarit
  • HOA boards that have lost confidence in their current accounting

What's Included

  • Monthly maintenance dues tracking and delinquency reporting
  • Common area expense recording and vendor payment management
  • Reserve fund accounting and funding schedule recommendations
  • Owner balance statements in English and Spanish
  • Annual budget preparation and board presentation
  • Audit-ready financial statements for annual assemblies
  • Vendor CFDI verification and expense categorization
  • Year-end financial package for owner review

Why AccountingPV

Accounting experts who know Puerto Vallarta

Built for Mixed Ownership Communities

PV HOAs typically have a mix of Mexican, American, and Canadian owners. We produce bilingual statements that every owner can read and trust, reducing disputes at annual assemblies.

Reserve Fund Clarity

Underfunded reserve funds are the most common HOA crisis we encounter. We establish clear reserve accounting, track the fund separately, and provide a funding schedule so your community is prepared for major repairs.

Vendor Payment Controls

All vendor invoices are verified for valid CFDI before payment is recorded. This protects the HOA from fake invoices and ensures every peso of association spending is documented.

Board-Ready Reports Every Month

We deliver a monthly financial package formatted for board review — income vs. budget, outstanding dues, reserve fund balance, and year-to-date variance. No spreadsheet archaeology required.

FAQ

Common questions

HOAs operating as civil associations (AC) or under a condominium regime have specific SAT obligations. If the HOA earns any income beyond dues — such as rental of common areas — those earnings may be taxable. We evaluate each HOA's situation and handle all required filings.

We maintain a per-unit accounts receivable ledger showing current balance, payment history, and aging. Delinquency reports are included in every monthly package so the board can act on overdue accounts promptly.

A reserve fund is money set aside for major future expenses — roof replacement, elevator maintenance, pool resurfacing. The amount depends on the age and condition of the property. We help boards calculate an adequate target and track contributions monthly.

Yes. We prepare a complete annual financial package including income statement, balance sheet, reserve fund report, budget vs. actual, and proposed budget for the coming year — all in bilingual format for the assembly.

We verify every vendor invoice for valid CFDI before it is recorded or paid. We also recommend dual-signature approval for payments above a board-defined threshold, adding an internal control layer.

This is more common than boards expect. We offer a reconstruction service to rebuild historical records from bank statements, invoices, and prior reports, establishing a clean baseline for going forward.

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Related services & resources

Service HOA Accounting Services Dedicated accounting for homeowner associations. Service Bookkeeping Services Organized monthly bookkeeping for your HOA. Resource RFC Registration Guide Register your HOA with SAT step by step. Landing Condominium Association Accounting Accounting tailored to condo associations. Landing Property Management Accounting Accounting for property management firms. Resource Frequently Asked Questions Answers to common accounting questions.

Ready to Get Your Accounting in Order?

Whether you're a business owner, foreign investor, or vacation rental operator — we're here to help.

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