HOA Leader Checklists
13 Things to Check Every Year
The checklist below is an example of what we consider most worthy of your attention. We would be happy to meet with your Board Members and help you build a customized version for your use. Please note that the offer to help you should not be considered a solicitation for business services. You are welcome to contact us regarding any questions you might have.
1. Your corporate status.
2. Your registered agent designation.
3. Professional licenses.
4. Association registration.
5. Association policies.
6. Your governing documents.
7. Your annual calendar.
8. Your contracts.
9. Your lien documents.
10. Association lawsuits.
11. Taxes.
12. Loans.
13. Bank accounts.
Feel free to contact us for a free consultation. Please remember to tell us if you are currently under contract and the services covered in the scope. It will help us keep our responses ethical. Thanks!
13 Things to Check Every Year
The checklist below is an example of what we consider most worthy of your attention. We would be happy to meet with your Board Members and help you build a customized version for your use. Please note that the offer to help you should not be considered a solicitation for business services. You are welcome to contact us regarding any questions you might have.
1. Your corporate status.
2. Your registered agent designation.
3. Professional licenses.
4. Association registration.
5. Association policies.
6. Your governing documents.
7. Your annual calendar.
8. Your contracts.
9. Your lien documents.
10. Association lawsuits.
11. Taxes.
12. Loans.
13. Bank accounts.
Feel free to contact us for a free consultation. Please remember to tell us if you are currently under contract and the services covered in the scope. It will help us keep our responses ethical. Thanks!