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Services

Every HOA is unique. While the core principles of reserves, budgeting, and financial management remain consistent, the most effective planning takes into account the specific details and circumstances of your community. A strong financial plan integrates all aspects—reserves, budgeting, and finances—into a cohesive strategy. This not only ensures a stable financial foundation but also promotes transparency and builds confidence in your Board of Directors and management team. Whether you’re looking for a one-time consultation, ongoing support, or any of the options listed below, guidance is available to meet your needs.

Every HOA is unique. While the core principles of reserves, budgeting, and financial management remain consistent, the most effective planning takes into account the specific details and circumstances of your community. A strong financial plan integrates all aspects—reserves, budgeting, and finances—into a cohesive strategy. This not only ensures a stable financial foundation but also promotes transparency and builds confidence in your Board of Directors and management team. Whether you’re looking for a one-time consultation, ongoing support, or any of the options listed below, guidance is available to meet your needs.

Smart Solutions for HOA Reserves

3D financial chart with bar and pie graphs, and a notepad labeled ‘RESERVES’ on a fiscal planning background for HOA.

  • Review and assess current reserve study and funding levels

  • Align reserve funding with HOA goals

  • Provide recommendations for reserve fund adjustments or contributions

  • Assist in developing or updating a reserve funding plan

  • Facilitate a custom plan that meets and exceeds reserve requirements

  • Ensure compliance with applicable state statutes and HOA governing documents

  • Coordinate with reserve study providers and engineers

  • Lead reserve planning sessions with the Board of Directors

Smart Solutions for HOA Budgets

Budget planning image with colorful 3D charts, pie graphs, and a lined notepad labeled ‘Budget’ with financial data for HOA

  • Align budget funding with HOA goals

  • Recommend budget allocations based on actual usage and cost projections

  • Provide budget templates and charts

  • Lead budget workshops or planning sessions with the Board of Directors

  • Guide preparation of draft and final annual budget ​

  • Design and facilitate the annual budget presentation to the Board and/or members

  • ​Foster transparency and confidence in financial management

Smart Solutions for HOA Finances

Financial plan illustration with colorful charts, a pie graph, and a notepad labeled ‘FINANCIAL PLAN’ for HOA

  • Review, explain and educate Board members on HOA financial reporting

  • Provide guidance on best practices for HOA finances

  • Support the Board in making informed, fiscally responsible decisions​

  • Identify opportunities to reduce operating costs or improve financial efficiency

  • Provide guidance for treasurers or financial committee members

  • Establish protocol for protection of HOA funds

  • Risk review for highly unusual activity and potential fraud

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