Financial Management
Financial reporting, budgeting, dues collection, and accounting guides for HOA treasurers and boards.
12 articles
HOA Dues Collection: 9 Best Practices to Cut Delinquency
Late and unpaid dues are the number one financial problem for HOAs. These nine strategies — from autopay enrollment to structured escalation — help bo...
HOA Tax Filing Guide: Form 1120-H vs 1120 Explained [2026]
Most HOA boards don't realize they have a choice in how they file taxes. The Form 1120-H election can save your association thousands — but only if yo...
HOA Reserve Study: What It Costs, Who Needs One, and How to Read It
A reserve study is the single most important financial document your HOA will ever commission. It tells you exactly how much money you need to save ea...
HOA Financial Audit: Requirements, Cost, and When You Need One
Is your HOA required to get an annual audit? The answer depends on your state, governing documents, and community size. Here's what every board needs ...
HOA Software Pricing: What It Really Costs [2026]
HOA software pricing is confusing by design. Per-unit fees, minimum monthly charges, add-on modules, and transaction fees make it hard to compare plat...
HOA Reserve Fund Guide: How Much Should Your Community Save?
Running out of reserves forces special assessments that blindside homeowners and tank board credibility. This guide covers how much to save, how reser...
HOA Special Assessment Guide: When, Why, and How to Levy One
Special assessments are one of the most stressful events in HOA life — for the board that levies them and the homeowners who pay them. This guide cove...
HOA Landscaping Management: Budgets, Contracts, and Plans
Landscaping is almost certainly your HOA's largest operating expense. For most communities, it eats 30% to 50% of the annual budget — more than insura...
HOA Common Area Maintenance: Plan & Budget Guide
A board member in a 90-home community in Reno told me they spent $47,000 replacing a clubhouse HVAC system that failed in July. Their maintenance reco...
HOA Budget Planning: 5-Step Guide + Free Template
Your HOA budget is the single most important financial document your board produces each year. A well-crafted budget prevents special assessments, mai...
HOA Financial Reports: 5 Reports Every Board Needs [2026]
Financial transparency is one of the most common sources of homeowner trust — or distrust. This guide covers the reports every HOA board should produc...
How to Collect HOA Dues Online [5-Step Setup]
Switching from paper checks to online dues collection is the single highest-impact improvement most HOA boards can make. Here is exactly how to set it...
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