CASE STUDY

Rebuilding Trust

with a 130-Door

HOA Community

Background:

Our client, a 130-door HOA community, had faced significant challenges with previous financial service providers. The first company they worked with consistently failed to maintain accurate tenant account balances and struggled to produce reliable financial reports for the HOA board. This caused considerable distrust and frustration among the HOA board members and residents.

The second financial company's actions were even worse. The community became a victim of fraud when the financial company’s bookkeeper wrote multiple checks to friends and family members. The Property Manager discovered the fraud, but the account manager dismissed the concerns, failing to take responsibility for the fraudulent activities. This increased the community’s mistrust in financial service providers.

The Challenge

By the time the 130-door HOA community approached us, they were understandably cautious and distrustful. They had experienced both financial mismanagement and fraud and were determined to find a partner they could rely on. During our discovery call, the board thoroughly vetted our company, asking numerous questions, requesting references, and seeking proof of our credibility and integrity.

THE Solution:

Understanding the gravity of the situation, we focused on embodying our core values—Trust, Integrity, and Authenticity—to rebuild the HOA community’s confidence in financial management.

1. TRUST:

We recognized that rebuilding trust was crucial. We provided comprehensive references and transparent access to our financial management practices. We also implemented a system where tenant account balances were meticulously maintained, offering real-time access to account information for the board. Our commitment to trust ensured that the HOA board felt secure in our ability to manage their finances.

2. INTEGRITY:

We upheld the highest standards of integrity in every aspect of our service. We delivered detailed financial reports on a monthly basis. Our reports were accurate and tailored to meet the specific needs of the HOA, reflecting our unwavering commitment to honesty and ethical practices.

3. AUTHENTICITY

We emphasized authentic communication throughout our partnership. We made ourselves available to address any questions or concerns the board members had, fostering an environment of open communication. By being transparent and genuine in our interactions, we assured the HOA that they were working with a partner who truly cared about their financial well-being.

Outcome:

Three years later, our relationship with the 130-door HOA community is stronger than ever. Since taking over the account, there have been no financial discrepancies or accuracy issues. The board members have regained confidence in their financial management and appreciate the level of professionalism and dedication we bring to the table.

Our commitment to our core values of Trust, Integrity, and Authenticity has not only restored the HOA’s trust in financial service providers but also ensured the long-term financial health and stability of the community.

Client

TESTIMONIALS

  • Kathryn Orosz

    ASSOCIATION MANAGER

    QB Numbers has been our Financial Manager for over two years. Our Association was neglected with our previous bookkeeping prior to hiring QB Numbers. Remi and her staff started from scratch to address many bookkeeping errors. With the help of my input, they were able to provide in a short period time a full, correct record of our financial records. This was a tedious task and QB Numbers did an above average job in this process with all the obstacles needed to complete this task. We have continued to have challenges due to the uniqueness of our Associations bookkeeping. I credit Remi and her staff who have listened to our needs and created a plan that works for us both. We have not had this type of dedication and knowledgeable staff to represent us in the past. I highly recommend QB Numbers due to their professionalism, abilities to address problems in a timely manner, their accuracy and always pleasant to work with.

    ★★★★★

  • Mariah B

    CUSTOMER

    Excellent experience by far! Remi was so knowledgeable and was able to
    answer every question I had. She was patient, kind, and personable! She
    followed up after confirming my original appointment as well as was so
    gracious to answer my additional questions even after the hour session was
    over! I can tell Remi truly values customer service and I am so grateful I
    received such quality and professional service! Thank you so much!!

    ★★★★★

  • Info Economy

    CUSTOMER

    QB Numbers has been with us since the start of our company, we cannot tell
    you enough about the excellence in service that we have received! They
    have provided a wealth of knowledge, direction and constant support within
    our bookkeeping and accounting departments. Their knowledge in
    accounting, bookkeeping and financial support has been crucial to our
    continued growth and success!

    ★★★★★

  • April Foster

    CUSTOMER

    She does great work, has great customer service, and has great quality.

    Positive, Quality

    ★★★★★

  • Britney Carter Mckinnon

    CEO / FOUNDER , B. CARTER SOLUTIONS LLC

    Working with Yaremi and QB Numbers was the best decisions I could have
    made for my agency. The amount of detail, processes and helping me really
    understand where my dollars are going is essential for me. She not only does our books, but assist me in ways to scale up, reduce costs and understand my profit margins. Would highly recommend!

    Thank you!

  • Diana Cano-Rivera

    OWNER / VIRTUAL 'E' ORGANIZE, LLC

    Qb Numbers! What can I say? Let me start by saying that Remi and her staff conduct themselves in a very professional manner and take great pride in their work! I have worked with QB Numbers for years now, utilizing their knowledge and experience to profit several companies as well as my own! They're capabilities will benefit any size company or office. The level of knowledge in their area of expertise exceeds bookkeeping, they are there to aid with any questions as a great support in your company's growth. Recently, I met with Remi, for FREE, via google meets as my husband sought to open a second company, this time with several owners. Remi not only answered our questions and concerns, but was able to probe questions for thought as to how to be sure that the company started off on the right track not only within record keeping but in various other areas as well...she's extremely knowledgeable! Remi is also very capable when it comes
    to special projects with very precise deadlines. In the line of duty, Remi has never let me down, which is why I strongly recommend her to anyone looking for a reliable and professional bookkeeper....you won't be sorry!

    Thank you.

    ★★★★★

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