Welcome to Coastal Association Services
Coastal Association Services, Inc. provides expert HOA bookkeeping and management services, helping communities operate smoothly with accurate financial handling, timely reporting, and reliable support for Board Members and Homeowners.
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Professional HOA financial management with a personalized, community-focused approach
Coastal Association Services, Inc. (CAS) serves Homeowner Associations in San Diego County. We specialize in Condominium and Planned Communities Homeowner Association Bookkeeping and Management. The President of CAS is a native San Diegan with strong ties to the community. Our services will never leave you feeling like your property is a little fish in a huge pond. With us your HOA is always a Big Fish, regardless of the size of the pond.
Professional HOA financial management with a personalized, community-focused approach
Embarking on Design Excellence for Your Ideal Living Spaces
Guiding your HOA to efficient, valuable transitions
Coastal Association Services, Inc. will make your HOA transition seamless. Once the level of service has been selected and a contract signed, we begin following proven procedures that insure your HOA’s management transition goes as smoothly as possible. With a few documents and a little information from the Board, we will take the action needed to set us all up for success. If you are interested in what Coastal Association Services, Inc. will do for your Association please contact us. We look forward to working with your Board in performing its corporate responsibilities, and assisting all members in achieving the goal of increasing your property’s value, while keeping HOA dues as low as possible.
Personalized, reliable HOA management focused on your community’s success
Coastal Association Services, Inc. delivers expert bookkeeping and management with transparent pricing, local expertise, and a commitment to maximizing your HOA’s value while keeping dues low.
Your HOA is never just another property; we treat every community like our top priority.
Guidance in decision-making, rules development, and policy implementation.
Our President and team are native San Diegans with strong ties to the community
Use any vendor you prefer while enjoying reliable referrals from us.
Comprehensive HOA management services tailored to your community’s needs.
Coastal Association Services, Inc. provides flexible, flat-rate management solutions including financial reporting, board support, and vendor guidance — all designed to streamline operations and maximize your HOA’s savings.
Flat rate for contracted services, insuring the Board's ability to budget for management services, with no surprises
Flat rate for contracted services, insuring the Board's ability to budget for management services, with no surprises
Financial reporting to Board Members on a quarterly basis
Financial reporting to Board Members on a quarterly basis
Assistance to Board Members in developing Rules, Collection Policies, and Warning documents
Assistance to Board Members in developing Rules, Collection Policies, and Warning documents
Flexibility to use any vendor desired, while still providing reliable referrals
Coastal Association Services, Inc. delivers customized HOA management solutions, offering flat-rate services, timely financial reporting, board guidance, policy support, and vendor coordination — all to simplify operations and maximize your community’s efficiency.
frequently asked question
For all Full and Premiere Management properties, Coastal Association Services will file your Association’s SI-100 and SICID as required by law.
Coastal Association Services provides a full financial package to a CPA working with Coastal by offering a discount due to the number of returns being submitted. The taxes are completed and mailed to the Board President to sign and mail to the IRS.
Owners mail their payments directly to us for processing. Annually, we provide all owners a coupon payment booklet, which takes the place of monthly invoicing. This reflects in a savings to the HOA of approximately $400.00 annually. (Based on a 30 unit Association)
Each quarter a financial package will be mailed to the HOA Board for review. Included will be: monthly bank reconciliations with back-up documentation, paid invoices with the check stub stapled to it, profit and loss statement, quarterly balance sheet, outstanding owner assessments, and an updated owner contact list.
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Get in Touch with Coastal Association Services
For questions, forms, or service support, Coastal Association Services, Inc. is here to help your HOA efficiently and securely.
760-749-4004
970 West Valley Parkway #651 Escondido, CA 92025