Articles written by our team: guides, tips and best practices for HOA boards and community managers, from people who do HOA financial management every day.
An HOA annual budget meeting goes better when the board arrives with current numbers, reserve assumptions, and notice deadlines already sorted. This guide shows what to check, what to fix first, and what a decision-ready board package should contain.
What to Review in HOA Monthly Financial Statements
A useful monthly HOA financial review starts with reconciled cash and current books, then moves to owner aging, payables, variances, and reserves. The real test is whether the reports agree with each other.
When Is It Time to Hire a Financial Management Company?
Many associations start self-managed, but financial complexity grows. Learn the signs that indicate your community would benefit from professional financial oversight.
Late payments hurt your community's cash flow. Discover proven strategies to improve collection rates while maintaining positive homeowner relationships.
A well-funded reserve is the foundation of a financially stable community. Learn how to assess your current funding level and create a sustainable reserve plan.
Annual Budget Planning: A Step-by-Step Guide for HOA Boards
Creating an accurate and comprehensive annual budget is one of the most important responsibilities of an HOA board. Here's how to approach it systematically.
Financial audit requirements vary significantly by state. This guide breaks down common requirements and how to prepare your association for a smooth audit.