Resources
Condo & HOA
Finance Resources
Practical guides, checklists and tools to help condo and HOA boards — especially Treasurers — understand their finances and oversee them with confidence, without needing to be accountants.
One sign-up gives you access to the full library. New resources are added regularly, and subscribers are notified by email when they’re available.
Available Resources
Condo Budget Template
An Excel workbook for preparing your association’s annual budget, with a step-by-step guide and a completed sample. Enter this year’s budget, what you expect to spend this year and your figures for next year, and the template works out the assessments.
New Treasurer Quick Guide
A simple, confidence-building introduction for first-time HOA and condominium Treasurers. Covers the Treasurer’s role, financial oversight responsibilities, reserves, and what good financial reporting should look like.
Financial Self-Audit Checklist (Annual)
A two-page yearly review for condo and HOA boards. Yes / Not sure / No questions across eight areas — bank access, owner collections, bills and vendors, reserves, reporting, budgets, board handovers and system access — each with a note on why it matters.
Coming Soon
- Treasurer Guide (Expanded Edition)
- Sample HOA Chart of Accounts
- Sample Condo Chart of Accounts
- How to Read a Balance Sheet
- How to Read a Profit & Loss Statement
- Cash Forecast Template
These resources are currently in development and will be added to the library over time.
About Outside Accounting
Outside Accounting provides bookkeeping and financial reporting for Florida condominium and HOA associations. We focus on clear reporting, strong internal controls, and practical guidance that helps boards understand their finances — not just receive reports.
These resources are provided as educational tools to support better financial oversight and decision-making at the board level.
Disclaimer: These resources are provided for educational purposes only and are intended to support general financial understanding and board-level oversight. They do not constitute accounting, audit, tax, or legal advice. Boards should consult their association’s licensed professionals for advice specific to their community.
