Accounting & Financial Consulting for HOAs

A steady hand on your community's finances — charted, tracked, and easy to read.

TaylorXYZ provides budgeting, financial reporting, and reserve planning for self-managed community associations across North Carolina.

Start a conversation See what's included

Meet the Owner

Who's behind the numbers.

Sam Taylor

Owner, TaylorXYZ

Sam's background spans account reconciliation, budgeting, and financial statement preparation — including work managing multi-million dollar portfolios in a corporate finance setting.

That same discipline — clean numbers, clear reporting, boards that can trust what they're looking at — is what gets applied to communities of any size, from a handful of homes to a larger association with a more complex budget.

Education M.F.I.M., UNC Wilmington
Focus area Accounting & financial reporting
Experience 8+ years
Client fit Self-managed HOAs, NC

Services

Financial support — nothing else.

Your board keeps control of vendors, rules enforcement, and day-to-day decisions. TaylorXYZ handles the numbers.

Budget preparation

Annual budgets built from real historical data, ready to present to your board and homeowners.

Financial statements

Monthly or quarterly statements your board can actually read — and defend, if asked.

Reserve fund planning

Clear tracking of reserve contributions and balances against your long-term funding needs.

Board reporting

Meeting-ready reports so financial updates take minutes, not hours, at your board meetings.

Dues & assessment tracking

Collections tracking and delinquency follow-up, so nothing slips through the cracks.

Recordkeeping

Ongoing financial recordkeeping for dues, expenses, and reserve accounts, kept current and audit-ready.

Process

How it starts.

01 — Conversation

A short call or email exchange to understand your community's size, current financial process, and where the gaps are.

02 — Proposal

A scoped plan and price based on what your community actually needs.

03 — Handoff

Records, bank access, and reporting cadence get set up together, so the transition is clean from month one.

04 — Ongoing support

Regular reporting, with your board still in charge of every other decision.

Pricing

Scaled to your community's size — a small HOA and a large association don't pay the same rate. Exact pricing is set after a short conversation about your community.