How to Prepare Your Florida Condo Association’s Budget: A Step-by-Step Guide for Treasurers A practical walk-through for volunteer treasurers, using a fictional 60-unit building from our free Condo Budget Template as the example. Table of Contents Introduction Gather the paperwork first Start from what you are actually spending Work through the expenses line by line
Fannie Mae’s 15% Rule and Florida’s SIRS: Budgeting for Both in 2027 Second of two articles on the 2027 reserve rules. Part 1 covers what Fannie Mae’s 15% rule requires. Table of Contents Introduction Does our SIRS funding count toward the 15%? Is the baseline plan in our SIRS enough? Can we pause reserve contributions
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Fannie Mae’s New 15% Reserve Rule: What Florida Condo Boards Need to Budget for in 2027 First of two articles on the 2027 reserve rules. Part 2 looks at what Florida’s own reserve requirements mean for your budget. Table of Contents Introduction What changed, and when Two ways to meet the reserve requirement “We have
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Filing 1099s for a condo or homeowners association doesn’t have to be stressful. This article explains which vendors require a 1099, why W-9s matter, and how clear vendor management processes help Boards reduce errors and year-end compliance issues.
1099s for Condo and Homeowners’ Associations: What Boards Need to Know Read More »
Learn how Florida condo and HOA board members can confidently read financial statements. This guide explains balance sheets, income statements, budgets, and cash forecasts—plus key ratios and best practices for stronger financial oversight.
How to Read Association Financial Statements: A Florida Board Guide Read More »
Florida condo & HOA boards face major changes in 2025 as new reserve requirements take effect. Learn what changed, how reserves impact your budget, and practical steps your board can take to stay compliant — while protecting property values and avoiding financial surprises.
Budgeting for Florida Condo & HOA Reserve Requirements 2025 Read More »
Florida’s New Condo & HOA Financial Rules for 2025: What Boards Need to Know Florida condo and HOA boards are facing some of the most significant financial compliance changes in years. With new Florida condo law changes taking effect in 2025, board members will need to pay closer attention to reserves, budgeting, and financial transparency
Florida’s New Condo & HOA Financial Rules for 2025: What Boards Need to Know Read More »
Monthly bookkeeping and board-ready financial reporting for Florida condominium and HOA associations.
Questions about your association’s books? Send a message and I’ll come back to you personally.