CASE STUDY DOWNLOAD

Board-Ready
Isn't Risk-Ready

Clean reports do not guarantee control. Download a real-world HOA bank reconciliation case study built to hold up during audits, resales, and operational transitions.

✓

15% efficiency lift

Automation and standardisation reduced unreconciled-item follow-ups and improved throughput.

✓

Accuracy you can defend

Second-level reviews and stronger auto-tick validation tightened reconciliation quality and accountability.

✓

Month-end, on time

Timely posting aligned bank activity with cash-based financials to support clearer decisions.

Inside the case study

1,100+ HOAs • 200,000+ units • 200+ daily accounts

OHI supported a large-scale community management firm in Atlanta, Georgia, responsible for daily reconciliation of mid-volume accounts, validating auto-ticked entries, and posting all bank items within the month. The scope included reconciling 200 bank accounts daily and 400+ reserve bank accounts monthly, with controls designed to reduce open items, prevent statement mix-ups, and keep reporting consistent at scale.

📅 Schedule a Call

Schedule a call to review your current accounting operations and see exactly how to implement the operating playbook in your business.

Get the Case Study

Enter your details and we will email the download link instantly.

Best for: Property management firms, HOAs, asset managers, and finance leaders.

Governance blueprint

Structured workflows, defined controls, and review points designed for repeatable month-end outcomes.

Operational levers

Where standardisation and automation create measurable efficiency without weakening oversight.

Auto-tick validation

Practical checks that reduce false matches and improve reconciliation confidence.

Client communication rhythm

Bi-weekly touchpoints that accelerate open-item closure and reduce back-and-forth.

Board-Ready Isn't Risk-Ready

Board-Ready
Isn't Risk-Ready