Business Details
36 Years
experience
Trusted HOA Financial Services in Telluride
Clear View HOA Financial was founded in 1990 with a singular mission: to bring clarity, confidence, and transparency to the financial stewardship of homeowner associations. Over three decades, we have evolved from a small bookkeeping firm in Telluride, Colorado, into a trusted national partner for HOA boards. Our exclusive focus on HOA financial management enables us to deliver specialized expertise in accounting, budgeting, tax compliance, and governance support. We combine advanced technology with personalized service, offering board-focused solutions that simplify fiduciary responsibilities.Our streamlined onboarding process ensures seamless transitions within 30 days, while our GAAP-compliant reporting and dedicated account managers provide ongoing transparency. By prioritizing relationship-driven service and proactive financial strategies, we empower boards to make informed decisions that strengthen community trust and long-term stability.
Services
HOA Accounting
Financial Reporting
Tax Compliance
Annual Meeting Coordination
Budget Planning
Reserve Fund Tracking
Insurance Reviews
Legal Referrals
Online Portals
Audit Coordination
Details
- Year established: 1990
Highlights and features
- 30+ years of HOA-specific financial expertise
- Dedicated account managers for personalized support
- 24/7 secure online access to financial reports
- Streamlined 30-day onboarding process available anytime
- GAAP-compliant accounting and audit-ready documentation
What people say
Financial clarity
Smooth transition
Responsive team
Audit-ready records
HOA expertise
Services
HOA Accounting Services
Comprehensive accounting solutions tailored for homeowner associations, including payables/receivables management, bank reconciliations, and audit coordination. Our GAAP-compliant processes ensure accurate financial tracking while dedicated account managers provide personalized support. Services scale from basic bookkeeping to full financial oversight for self-managed and professionally managed communities.
Annual Meeting Coordination
End-to-end meeting management powered by CondoVoter technology, featuring secure electronic voting, virtual hosting, and automated minute-taking. Our services ensure compliance with legal requirements while streamlining communication through electronic notices and post-meeting surveys to enhance homeowner engagement and quorum attainment.
Tax Compliance Support
Full-service tax preparation and compliance for HOAs, including Form 1120-H filings and DORA compliance for Colorado clients. We coordinate with trusted CPA partners to ensure accurate documentation while maintaining audit-ready records through our GAAP-compliant accounting systems.
Budget & Reserve Planning
Strategic budget development incorporating historical data, inflation adjustments, and reserve fund projections. Our services include cash flow optimization, investment strategy guidance, and access to specialized HOA banking solutions through First Citizens Bank to support long-term financial stability.
Online Financial Portals
Secure 24/7 access to financial reports, payment systems, and governance documents through role-based portals. Features include encrypted data storage, mobile compatibility, and automated reporting with peer-reviewed financial statements ensuring transparency for board members and homeowners.
People
Richard Betts
Board Chairman
With decades of leadership experience in community association management, Richard Betts provides strategic oversight to ensure Clear View maintains its commitment to HOA financial excellence and client-focused service delivery.
Chris Stubbs
CEO
As CEO, Chris Stubbs leads Clear View's operational growth while maintaining focus on innovation in HOA financial technology and expanding access to specialized banking solutions for community associations nationwide.
Lacie Griego
Senior HOA Analyst
Lacie Griego applies specialized expertise in HOA financial regulations to support clients with compliance matters, reserve fund analysis, and implementation of best practices for fiscal transparency.
Questions
What specific HOA financial services do you offer?
We provide full-service HOA accounting, budget planning, tax compliance, annual meeting coordination, reserve fund tracking, and financial reporting with GAAP-compliant documentation.
How does your onboarding process work?
Our streamlined onboarding typically completes within 30 days, led by a Senior Analyst and dedicated Account Manager who address legacy issues and ensure smooth transitions.
Do you support both self-managed and professionally managed HOAs?
Yes, our services are tailored for both self-managed associations and those working with property management companies, providing board-focused financial support in either structure.
How do you ensure financial compliance?
We maintain GAAP-compliant accounting systems, provide audit coordination, and partner with trusted CPA firms to ensure all tax filings and regulatory requirements are met.
What technology platforms do you use?
Our HOA-specific accounting software includes secure portals, automated reporting, and encrypted document sharing with mobile-friendly access for board members and homeowners.
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