Articles for HOA treasurers
Practical, step-by-step guides for volunteer treasurers of self-managed associations.
Taking over as HOA treasurer: a handover guide for your first 30 days
How to take over an association's money from the last treasurer, week by week, from bank access and records to proving the numbers you inherited.
How to track HOA reserve and operating accounts month to month
Why the reserve bank balance and the reserve fund drift apart, how to keep a reserve ledger, and the monthly check that ties operating and reserves together.
How to prepare HOA financials for the annual meeting
What owners want to know about the money, the five reports that answer it, a worked budget-versus-actual example, and the deadlines to watch.
What to do when homeowners don't pay dues
A fair, step-by-step way for an HOA board to collect unpaid dues, from the first reminder to liens, payment plans, and when to call a lawyer.
Moving your HOA's books off QuickBooks
How a volunteer treasurer switches an association's books to new software without losing a cent, from choosing a cutover date to checking the first month.
How to set up and track an HOA reserve fund
What a reserve fund is for, how a reserve study sets the contribution, a worked example, and how a volunteer treasurer keeps reserves on track.
HOA treasurer duties: a complete checklist
What a volunteer HOA treasurer does when taking office, every month, every quarter, and every year, with the controls that protect the association and you.
How to reconcile an HOA bank account, step by step
A plain-language guide for volunteer HOA treasurers, with a worked example, the common reasons books don't match, and how to finish each month.