HOA management, HOA board, HOA accounting, Self-managed HOA, Getting Started, Financial, Board Tips
Follow the Dollar: A (Surprisingly Fun) Tour of Everything HOAfy Accounting Does
Meet Your Dollar Somewhere in your community, a homeowner just paid their monthly assessment. Call it $250. That dollar bill (well, the ninety nine other dollars riding along with it) is about to go on a trip — through invoicing, into the ledger, past a bank feed, through a reconciliation, and…
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HOA management, HOA board, HOA accounting, Self-managed HOA, Getting Started, Financial, Board Tips
6 HOA Financial Reports Every Board Member Should Understand
The Short Answer Every HOA board should regularly review six financial reports: the income statement, balance sheet, statement of cash flows, accounts receivable aging, delinquency report, and payment register. Together they explain whether the association is operating within its means, what it…
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HOA management, HOA board, HOA communications, Self-managed HOA, Getting Started, Communications, Board Tips
Why Your HOA Needs Its Own Email Address, Not the President's Gmail
The Short Answer An HOA should use an association owned email address because official correspondence belongs to the community, not to the current president, secretary, or property manager. A good shared HOA mailbox preserves incoming messages, replies, attachments, assignments, and history across…
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HOA management, HOA board, Self-managed HOA, HOA technology, HOAfy Copilot, Getting Started, Compliance, Product Updates
Ask, Don't Click: Using HOAfy Copilot to Manage Your HOA
The Problem: Too Many Clicks, Not Enough Time Running an HOA means juggling dozens of decisions every week: "What's the balance for Unit 304?" "How many violations are open?" "Can I add three new units from the roster file?" "Who's behind on payments?" Normally, each question means opening the app,…
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HOA management, HOA board, HOA technology, Self-managed HOA, Getting Started, Board Tips
How to Choose HOA Software in 2026: A 10-Point Board Checklist
The Short Answer To choose HOA software in 2026, evaluate complete workflows rather than feature lists. Ask each vendor to demonstrate the same real tasks: issue assessments, trace an owner balance, reconcile a bank account, handle a resident request, turn maintenance work into a vendor bill, send…
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