Business Details
36 Years
experience
Trusted HOA Financial Partner in Telluride, CO
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 nationally recognized financial partner for HOA boards. Our exclusive focus on HOA needs allows us to deliver tailored solutions that empower boardswhether self-managed or professionally managedto fulfill their fiduciary responsibilities with precision. We combine 30+ years of industry expertise with advanced technology to streamline financial operations, enhance transparency, and strengthen community trust.Our services span full-cycle accounting, budgeting, tax compliance, annual meeting coordination, and strategic reserve planning, all supported by dedicated account managers and secure, HOA-specific software. We prioritize relationship-driven service, ensuring boards receive personalized support without reliance on impersonal systems. Our commitment to continuous learning and adaptation ensures clients benefit from forward-looking expertise aligned with evolving regulatory landscapes.
Services
HOA Accounting
Financial Reporting
Budget Management
Tax Compliance
Annual Meeting Coordination
Insurance Solutions
Legal Support
Tech & Security
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 and tools
- Streamlined onboarding in 30 days or less
- GAAP-compliant reporting with peer-reviewed accuracy
What people say
Financial clarity
Responsive service
Expert HOA accounting
Streamlined processes
Trusted partner
Services
HOA Accounting
Full-service HOA accounting includes accounts payable/receivable management, bank reconciliations, monthly financial reviews, and audit coordination. Our GAAP-compliant processes ensure accurate record-keeping, timely reporting, and seamless integration with reserve planning. Boards receive peer-reviewed financial statements and dedicated support to maintain compliance and transparency.
Annual Meeting Coordination
We streamline HOA annual meetings through secure electronic voting, virtual hosting, and automated documentation. Partnering with CondoVoter, we provide real-time voting dashboards, professional meeting moderation, and compliant minute-taking. Our services reduce administrative burdens while ensuring quorum achievement and member engagement through accessible, paperless processes.
Tax Compliance
Our tax compliance services handle Form 1120-H preparation, DORA filings for Colorado clients, and coordination with CPAs for complex returns. We ensure accurate, timely submissions while maintaining audit-ready records. Proactive monitoring of regulatory changes minimizes risks associated with missed deadlines or classification errors.
Reserve Fund Management
We develop customized tools for reserve and special assessment tracking, integrating findings from professional reserve studies. Our services include cash flow optimization strategies, FDIC coverage guidance, and access to specialized HOA banking solutions through First Citizens Bank to safeguard long-term financial stability.
Tech & Security
Our HOA-specific accounting software provides 24/7 secure portals for boards and homeowners, enabling digital payments, automated reporting, and encrypted document sharing. Bank-grade data encryption, SSAE-16 compliance, and multi-factor authentication ensure cybersecurity while mobile-friendly design enhances accessibility for all users.
People
Richard Betts
Board Chairman
Richard Betts brings decades of leadership experience to Clear View HOA Financial, guiding strategic initiatives that align with the evolving needs of homeowner associations nationwide.
Chris Stubbs
CEO
Chris Stubbs leads Clear View HOA Financial with a focus on innovation and client-centric service, leveraging 30+ years of industry expertise to drive operational excellence and technological advancements.
Lacie Griego
Senior HOA Analyst
Lacie Griego specializes in HOA financial analysis, providing boards with data-driven insights to optimize budgeting, compliance, and long-term financial planning strategies.
Marybeth
Account Manager
Marybeth serves as a dedicated account manager, offering personalized support to HOA boards while ensuring seamless implementation of financial management solutions.
Nicole Fairweather
Account Manager
Nicole Fairweather partners with HOA communities to deliver tailored financial services, combining technical expertise with responsive client support to enhance board decision-making.
Questions
What services does Clear View HOA Financial offer?
We provide HOA accounting, financial reporting, budgeting, tax compliance, annual meeting coordination, insurance reviews, legal referrals, and tech solutions tailored to homeowner associations.
How does Clear View support HOA boards with technology?
Our HOA-specific software includes secure portals, automated reporting, encrypted document sharing, and mobile access to streamline financial management and enhance transparency.
Can Clear View handle HOA tax filings?
Yes, we manage Form 1120-H preparation, Colorado DORA filings, and coordinate with CPAs for complex returns while ensuring audit-ready records.
How quickly can an HOA transition to Clear View's services?
Most associations complete onboarding within 30 days through our structured process led by senior analysts and dedicated account managers.
Does Clear View work with self-managed HOAs?
Yes, we support both self-managed communities and those working with property management companies, offering flexible financial partnership solutions.
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Reviews (1)
Jenny Fields
May 21, 2020
Report
What a great business! If you are need of services for Accounting and or Payroll I highly recommend ASAP Accounting and Payroll. Richard was very knowledgeable and put everything into perspective for me. Great company!