HOA management, HOA board, HOA accounting, Self-managed HOA, Financial, Board Tips
Why Your HOA's Bank Reconciliation Should Take 10 Minutes, Not 10 Hours
The Quarterly Reconciliation Habit Is a Symptom, Not a Strategy Ask any volunteer HOA treasurer how often they reconcile the operating account, and you will hear one of three answers: monthly (rare), quarterly (common), or "before the audit" (more common than anyone admits). The reason is almost…
Team HOAfy
HOA management, HOA board, HOA accounting, Self-managed HOA, Financial, Board Tips
The 200-Invoice Morning – How a Treasurer Reclaimed the First of the Month
A Story Every Volunteer Treasurer Knows Linda is the volunteer treasurer at a 200 unit suburban HOA outside Phoenix. For the better part of three years, the first of every month looked the same. She would wake up early, brew a pot of coffee, open QuickBooks, and start the slow march through 200…
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HOA violation tracking, HOA violations, HOA board, Self-managed HOA, HOA management, Board Tips
HOA Violation Tracking: What Your System Needs Before the First Dispute
The Fence That Cost a Board Eleven Months A homeowner in a 140 unit community put up a six foot privacy fence. The CC&Rs capped fences at four feet. The board sent a letter. Nothing happened. They sent another. Nothing happened. Nine months later the board voted to fine, and the homeowner's…
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