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.
How to read an HOA balance sheet, income statement and reserve schedule, plus audit, review and compilation rules in 13 states, checked in statute.
Free HOA budget template for 2027 (Excel, all formulas). Build the budget in the right order, plus who has to approve it in 11 states.
Line-by-line Form 1120-H instructions for HOA treasurers: the 60%/90% tests, exempt function income, 30% tax, the April 15 due date and the election.
LL-2026-03 raises condo reserves to 15% and caps deductibles at $50,000. What it costs a self-managed condo — and why we don't recommend chasing it.
A CPA and longtime HOA auditor compares 11 HOA accounting platforms on fund accounting, owner ledgers, payment fees and reserves, with 40- and 120-unit math.
A self-managed HOA works when the board is clear about who decides and who executes, and when the bookkeeping runs on a system instead of one person's evenings. A CPA li…
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