HOA Leader Checklists
11 Things to do In Addition to Building Your Budget
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.
Your budget isn’t the only financial oversight to which you need to tend. There’s a whole
host of other financial issues you need to track. Here’s a checklist.
1. Read what your governing documents say about your budget.
2. Begin your budget well in advance.
3. Evaluate the services you’re getting under each contract to determine
how they’ll fit into your next budget.
4. Re-examine your management contract.
5. Review previous and current budget trends.
6. Evaluate your collections success.
7. Consider your assessment levels.
8. Think about income streams.
9. Consider hoped-for projects against your budget and reserves.
10. Review how you’re handling savings.
11. Plan for your next audit.
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!
11 Things to do In Addition to Building Your Budget
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.
Your budget isn’t the only financial oversight to which you need to tend. There’s a whole
host of other financial issues you need to track. Here’s a checklist.
1. Read what your governing documents say about your budget.
2. Begin your budget well in advance.
3. Evaluate the services you’re getting under each contract to determine
how they’ll fit into your next budget.
4. Re-examine your management contract.
5. Review previous and current budget trends.
6. Evaluate your collections success.
7. Consider your assessment levels.
8. Think about income streams.
9. Consider hoped-for projects against your budget and reserves.
10. Review how you’re handling savings.
11. Plan for your next audit.
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!