Financial Management

Financial Management

Financial reporting, budgeting, dues collection, and accounting guides for HOA treasurers and boards.

8 articles

Three people reviewing HOA budget documents and spreadsheets at dining table
Financial Management12 min read

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...

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Two people inspecting condominium building exterior for reserve study
Financial Management14 min read

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...

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Board member presenting financial charts to homeowners in community hall
Financial Management12 min read

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...

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HOA Landscaping Management: Budgets, Contracts, and Plans
Financial Management13 min read

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...

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HOA Common Area Maintenance: Plan & Budget Guide
Financial Management14 min read

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...

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Three people reviewing HOA budget documents and spreadsheets at dining table
Financial Management10 min read

HOA Budget Planning: 5-Step Guide & Template [2026]

Your HOA budget is the single most important financial document your board produces each year. A well-crafted budget prevents special assessments, mai...

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Man with glasses reviewing HOA financial spreadsheets and charts at desk
Financial Management12 min read

5 HOA Financial Reports Every Board Needs [Templates]

Financial transparency is one of the most common sources of homeowner trust — or distrust. This guide covers the reports every HOA board should produc...

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Couple reviewing online HOA payment confirmation on smartphone and laptop at kitchen island
Financial Management9 min read

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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