HOA Compliance Guides

HOA treasurer responsibilities explained: monthly duties, annual tasks, reserve fund oversight, and the compliance checklist every volunteer treasurer needs.

Tracking every state that has passed or proposed HOA reserve fund legislation since the 2021 Surfside collapse, including bill numbers, requirements, penalties, and compliance deadlines.

Non-warrantable condo status prevents conventional mortgage financing on units. Learn what triggers it, how it affects property values, and what boards must document to fix it.

A data-driven comparison of self-managed and professionally managed HOAs, including the financial triggers that push boards to hire management companies and how software changes the math.

Data showing that financial complexity, not daily operational stress, is the primary trigger that pushes self-managed HOA boards to hire management companies, and how purpose-built software changes the equation.

How HOA boards use software to manage meeting agendas, minutes, votes, and action items. Covers what to look for and when spreadsheets break down.

How HOA boards should evaluate reserve study software. Covers component tracking, funding projections, and integration with fund accounting.

What financial reports does an HOA treasurer need to present at the annual meeting? This guide covers required disclosures, reserve fund reporting, and how to structure a board-quality budget presentation.

Commingling operating and reserve funds is the most common HOA accounting violation. This guide explains what it is, how it happens, and how to fix it before an audit or lawsuit surfaces the problem.

QuickBooks cannot enforce HOA fund separation. This guide walks through why the switch matters and how to migrate homeowner data, accounting history, and reserve records without losing anything.

A board president's guide to personal liability as an HOA officer. Covers fiduciary duties, D&O insurance, reserve fund obligations, and how software reduces compliance risk.

A board secretary's guide to HOA document management. Covers which records you're legally required to keep, how long to retain them, and which software makes it manageable.