Elevating Summit County's HOAs, One Ledger at a time
At Axiom, we do more than just record numbers—we take a holistic approach to your accounting system. Our services are designed to provide a comprehensive, end-to-end solution that ensures your business thrives financially. Here's how we make a difference:
1.Accurate and Complete Financial Records
We establish and execute solid accounting processes to ensure that every transaction is recorded completely and accurately.
2. Streamlined Financial Workflows
From receivables and collections to payments and payables, we streamline every step of your financial processes to save you time and reduce complexity.
3. Proactive Risk Management
We identify potential risks—what could go wrong—and implement robust internal controls to safeguard your business.
4. Strategic Financial Insights
Our team analyzes your numbers to provide actionable insights, empowering you to make informed decisions for growth and success.
Our Niche
At Axiom Accounting and Advisory, we specialize exclusively in HOA Accounting and Financial Management. Our services include:
- Bookkeeping and Financial Reporting
- Budgeting, Forecasting, and Cash Flow Management
- Strategic Financial Oversight (Fractional CFO services)
- Internal Controls and Fraud Prevention
By combining local leadership with a skilled, dedicated team, we ensure your HOA’s financial success. Whether managing dues, preparing budgets, or providing high-level strategic support, we deliver seamless, world-class services that are tailored to the unique needs of Summit County communities.
HOA Ledger Essentials
Tailored bookkeeping and financial management solutions designed specifically for Homeowners' Associations. We provide you with the financial insights and organization your HOA needs to thrive.
How can Sunshine's Team Add Value to Your Organization?
Sunshine Fister brings a unique and comprehensive approach to HOA financial management and advisory services, setting her apart as a trusted leader in the industry.
With a holistic understanding of financials, processes, and systems, Sunshine goes beyond basic bookkeeping. She interprets numbers to provide actionable insights, empowering clients to make informed decisions that drive long-term success. Her expertise extends to identifying risks associated with financial data and implementing robust internal controls to mitigate them effectively.
As a process optimization and systems expert, Sunshine specializes in creating streamlined workflows and enhancing operational efficiency through project management and strategic planning.
Sunshine’s credentials further underscore her expertise. She holds multiple professional certifications, including:
- Certified Public Accountant (Non- practicing in PH)
- Certified Internal Auditor (CIA)
- Certified Fraud Examiner (CFE)
- Forensic Certified Public Accountant (FCPA)
- Certified Information Systems Auditor (CISA)
- Certified Manager of Community Associations (CMCA)
This unique blend of financial insight, risk management, process improvement, and certified excellence positions Sunshine as an invaluable partner for Homeowners’ Associations seeking world-class financial leadership and tailored solutions.
Pricing
HOA Ledger Essentials
Tier 1: Core – Basic HOA Bookkeeping
- Services Included:
- Basic bookkeeping: recording transactions, handling dues, and financial document organization.
- Monthly financial reports (balance sheets, income statements).
- Accounts payable/receivable management.
- Ideal for: Smaller HOAs seeking essential bookkeeping services.
Tier 2: Advanced – HOA Financial Management
- Services Included:
- All Core services.
- Budgeting, forecasting, and cash flow management.
- Quarterly financial reviews and custom reports for financial health monitoring.
- Ideal for: Medium-sized HOAs needing more comprehensive financial oversight and strategic guidance.
Tier 3: Premier – HOA Financial Leadership/ Fractional CFO Services
- Services Included:
- All Advanced services.
- Customized financial strategy and ongoing advisory.
- Assistance with internal controls and fraud prevention.
- Audit preparation and compliance support.
- Fractional CFO services for strategic financial leadership.
- Ideal for: Larger or more complex HOAs that need advanced financial management, risk controls, and strategic leadership.
Why Choose Axiom Accounting and Advisory?
1. Local Leadership, Global Expertise:
Our leadership team is based in Summit County, providing hands-on oversight and an understanding of the unique needs of local HOAs. Supported by a highly skilled global team, we deliver efficient and cost-effective financial solutions without compromising quality.
2. HOA-Focused Expertise:
We specialize exclusively in HOA financial management, ensuring your community receives tailored solutions and strategic insights.
3. Strategic Financial Leadership:
We provide more than just bookkeeping. From budgeting to fractional CFO services, we deliver financial clarity and leadership to help your HOA thrive.
4. Transparency and Accountability:
Our services offer clear reporting and proactive financial strategies, empowering boards with the tools to make informed decisions.
5. Proven Systems and Processes:
By leveraging modern technology and an agile team, we streamline financial workflows to ensure your HOA operates efficiently and transparently.
Partnering with Axiom means you receive personalized local oversight backed by a professional, global-standard team dedicated to your HOA’s success.
Why Do You Need a CFO?
Unlock the Power of Financial Leadership Without the Full-Time Cost
Running a business comes with financial complexities that require more than just bookkeeping. A CFO (Chief Financial Officer) provides the strategic insights, long-term planning, and risk management that every business needs to succeed. However, not every business can afford a full-time CFO—that’s where we come in.
At Axiom Accounting and Advisory Solutions, our Fractional CFO Services offer you the benefits of expert financial leadership at a fraction of the cost. Whether you're in tourism, real estate, hospitality, or managing an HOA, we ensure you have the guidance you need to reach your financial goals.
Key Benefits of a Fractional CFO:
- Strategic Financial Planning: We help you set long-term financial goals and execute plans to meet them.
- Risk Management: Identify, assess, and mitigate financial risks to protect your business.
- Cash Flow Optimization: Ensure your business has the working capital to operate smoothly and grow sustainably.
- Compliance and Audit Readiness: Stay compliant with regulations and be ready for audits with expert oversight and preparation.
Is a CFO Right for You?
Ask yourself:
- Do you struggle with financial planning or forecasting?
- Do you need help managing your business's financial health?
- Is your business growing, and do you need guidance for sustainable financial growth?
If you answered yes to any of these questions, you could benefit from a fractional CFO.
Interested in our services? We’re here to help!
We want to know your needs exactly so that we can provide the perfect solution. Let us know what you want and we’ll do our best to help.