Guides for boards that run their own association
The books, the meetings, the elections, the reserves, the tax return, and the laws that change every year — written by a CPA and longtime HOA auditor, with every legal claim checked against the statute.
A step-by-step year-end close for volunteer HOA treasurers: reconciliations, owner ledger, 1099s, Form 1120-H and the package for your CPA.
Read the guideFDIC insurance covers an HOA's deposits up to $250,000 per bank in total, across operating and reserve accounts. Here's how the rule works and how self-managed boards ke…
HOAs and condo associations formed in the U.S. no longer file BOI reports. Here's FinCEN's 2026 final rule, the scams to ignore, and the filings still due.
A CPA's monthly bank reconciliation checklist for self-managed HOA boards: eight steps, the reconciling items to question, who should review, and the states that require…
A sample numbered chart of accounts for a small self-managed HOA, with operating and reserve funds kept separate and tied to the budget, financial statements and Form 11…
A by-state table of HOA and condo reserve study requirements, checked against the official statutes: who needs a study, how often, and where to confirm.
Which vendors an HOA must send a Form 1099-NEC, the new $2,000 threshold for 2026 payments, the exceptions, and a year-end routine for treasurers.
When your HOA's budget has to go to owners, and whether they vote on it, by state. Verified rules for Washington, California and Florida, plus what to check everywhere e…
Fannie Mae's replacement-reserve minimum for condos rises to 15% of assessment income in January 2027, and Limited Review is gone. Here's what that means for your owners…
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