HOA management from a partner your board can actually reach.

Sierra Property Partners prices HOA management individually for each association rather than quoting a one-size-fits-all rate, because a twelve-home planned development in Auburn and a hundred-door community in Roseville involve very different work. The proposal your board receives spells out exactly what the monthly management fee covers, which services are included, and what would ever be billed separately, and every fee we charge, to the association or to owners, is listed in the proposal and the management contract. That matters in an industry where transparency is advertised more often than it's practiced. As a starting point, tell us your community's size, location, and what your board needs help with most, whether that's full-service management or defined support for a self-managed board, and we'll send a straightforward, no-obligation proposal. If our boutique model isn't the right fit for your association's size, we'll tell you that honestly, too.

A good manager takes the operational and compliance load off volunteer directors so the board can focus on decisions instead of paperwork. For California associations, that means running the Davis-Stirling compliance calendar: preparing the annual budget report and annual policy statement on the statutory timeline, assembling the monthly financial package that Civil Code section 5500 requires boards to review, billing and collecting assessments, coordinating the reserve study cycle, managing vendors and common-area maintenance, preparing board meeting agendas and minutes, supporting elections, and keeping association records organized and accessible. Just as importantly, it means answering owners' calls and emails so your neighbors aren't calling a board member's personal phone at dinner. We tailor our involvement to each association's governance and budget, from full-service management to defined support for boards that prefer to stay hands-on.

California does not issue a state license for community association managers, and HOA management does not legally require a real estate license the way rental property management does. State law instead protects the title of certified common interest development manager, which requires specific coursework and an exam. Separately, every community association manager, certified or not, owes each board it serves an annual written disclosure covering certification status, insurance, and related facts, and we provide ours. Because the barrier to entry is low, boards should look hard at who they're hiring: who holds the association's funds, how those funds are protected, and whether a real person is accountable for the account. Sierra Property Partners, Inc. is a licensed California real estate corporation, DRE #02143978, founded in 2021 and headquartered in Auburn, and association funds are held in trust accounts and never commingled, as California law requires of managing agents. Your board always knows exactly who is responsible for your community, by name.

Start with your current management contract: most require thirty to ninety days' written notice, and California law does not impose its own transition timeline, so the agreement controls. The good news is that your records belong to the association, not the manager, so financial books, member lists, vendor contracts, and governing documents must come with you. When a Placer County board hires us, we run a structured onboarding: collecting records and bank account control, notifying owners and vendors, setting up assessment billing so no cycle is missed, and reviewing the budget, reserve schedule, and compliance calendar for anything that slipped during the transition. Boards often stay too long with a manager they've outgrown because the handover feels risky. Done in the right order, it's a few weeks of overlap, and your owners mostly notice that someone finally answers the phone.

California Civil Code section 5500 requires HOA boards to review a specific financial package on a monthly basis: reconciliations of the operating and reserve accounts, actual revenue and expenses compared to budget, the latest bank statements, the check register, the general ledger, an income and expense statement, and delinquent assessment receivables. We build our reporting around that statute, so our monthly packet covers every item the section requires your board to review. Beyond the monthly cycle, we prepare the annual budget report and annual policy statement on the statutory timeline, coordinate the CPA review required in any year the association's gross income exceeds seventy-five thousand dollars, and keep reserve disclosures aligned with the association's most recent reserve study. Numbers arrive reconciled, on time, and in plain English, and if a director has a question, they can ask the person who prepared them.

We're a boutique firm by choice, and that shapes the communities we serve best: small and mid-size associations across Placer County and the greater Sacramento area, from a dozen homes in Auburn to established planned developments in Roseville, Rocklin, and Lincoln. Those are exactly the communities large management companies tend to under-serve, because a small account often means a hand-off to whichever junior manager is available, and a support queue. With us, your association works with the same small team every month, and Angelica Baltz, our Owner and Founder, remains personally accountable for every community we manage. If your board is coming off self-management, we'll meet you where you are: building the compliance calendar, cleaning up the books, and taking the operational weight off your volunteers without taking the community's voice away from its board.