HOA Year-End Checklist: Closing the Books for Self-Managed Boards
A step-by-step year-end close for volunteer HOA treasurers: reconciliations, owner ledger, 1099s, Form 1120-H and the package for your CPA.
Guides for boards that run their association without a management company: governance, accounting, collections, reserves, taxes and records.
A step-by-step year-end close for volunteer HOA treasurers: reconciliations, owner ledger, 1099s, Form 1120-H and the package for your CPA.
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.
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 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…