Professional Services Directory — In Development

Updated July 3, 2026

Honest status: this directory doesn’t exist yet. We’re telling you what’s planned rather than dressing up an empty page as a product.

What’s coming

Self-managed boards regularly need professionals by the task — and finding ones who actually know community associations is hard. We’re building a directory of:

  • Bookkeeping & financial management services that let boards keep governing while outsourcing the money work (the hybrid model described in our cost comparison).
  • Reserve study providers — national firms and regional specialists, including fixed-price DIY options (see the reserve study guide for the questions we’ll be scoring them on).
  • CPAs and tax preparers comfortable with Form 1120-H and association audits/reviews.
  • Attorneys for collections, governing-document, and election work — routed by state, since association law is state law.
  • Insurance professionals for D&O, crime/fidelity, and property coverage. (Insurance referrals involve licensing rules, so this section will be educational routing, not brokerage.)

How listings will work (rules set now, before any money exists)

  • Inclusion will never be purchasable in secret. If a listing is sponsored or generates a referral fee, it will say so on the listing, per our disclosure policy.
  • Directory criteria will be published, like our software methodology.
  • We are not a law firm, accounting firm, property manager, reserve-study provider, or licensed adviser, and the directory won’t pretend otherwise.

Meanwhile