We think everything we do adds value - but let’s be honest - not every building needs the full Roost experience!

With limited resources, small associations can benefit from a professional partnership without a full service management price tag. Our financial only services offer the sophisticated tools a building needs to maintain the books, manage balances and ensure fiduciary responsibilities are being met. It’s the perfect, pared-down partnership. We call that right sizing!  

Roost DC offers a financial-only service package that helps self managed buildings focus on the governance, facilities and improvement work while the association accounts receivables, budget, payables and reserves are being managed professionally.



Our engagement includes:


  • On-line condo-fee portal for owners with real time ledger balance and payment options
  • Fine and fee postings for owners
  • Monthly finance package for Board members
  • Annual budget draft
  • Bill pay
  • Owner reimbursements
  • Management of bank accounts through National Cooperative Bank (NCB)

Add-on Services


  • Resale and refinance package assistance (via HomeWise)
  • Guidance on tax preparation, audits and financial reviews (actual filing and fee is determined by the preparer and service)
  • Budget revisions
  • Par value evaluation
  • Special assessment administration and guidance
  • Develop a delinquency policy
  • Owner reimbursements
  • Interface with legal on collections and delinquency
  • Loan guidance and support

The Perks


  • Transition signatories with ease! No more awkward visits to the bank when treasurers transition. We’ll help you manage transitions remotely

  • Access to our Building Better Boards trainings and board education and DC specific association management tools

  • Bank fees are a thing of the past. NCB charges for an initial set of checks and then no monthly fees

The Pricing


  • We offer accessible fixed monthly pricing that’s based on the size of your building. Our additional services plus consulting are available on a fixed rate or hourly basis so you can select the services that add the most value to your association.

  • For more information on this program please don’t hesitate to reach out! Email Lisa Wise or Chelsey Kelly and we’ll look forward to connecting with you!