HOA Services
Built for HOA boards, treasurers, and property managers who need defensible answers — not more spreadsheets.
The Problem
Most HOA boards inherit decisions made a decade ago — and a reserve study they can't quite interpret. When the roof, the elevator, or the pool comes due, the only options on the table feel like bad ones.
We bring CFO-grade financial thinking to community association decisions. Independent, plain-spoken, and built around what owners and lenders actually need to see.
What we do
Independent review of your existing reserve study. We translate it into plain-English options the board can actually vote on.
Side-by-side scenarios for special assessments, dues increases, and phased funding — with the cash impact for every owner.
When the answer is an assessment, we help you size it, structure it, and communicate it without losing the room.
A budgeting cadence that connects reserves, operating, and capital decisions. No more spreadsheets that don't talk to each other.
Workshops for new and returning board members on fiduciary duty, reading financial statements, and asking the right questions.
Letters, FAQs, and town-hall decks that explain the why — not just the what. Defensible. Calm. Clear.
"Jay walked our board through three funding scenarios in one evening. For the first time in years, everyone left the meeting on the same page — including the owners."
Free Resources
Free Download
A one-page "treasurer pack" to help your HOA board get on the same page before a big funding decision. It highlights the key financial topics to cover in your next community meeting so you stay focused and use everyone's time well.
Ideal for
Boards that are early in the process and want a simple way to structure the conversation.
Instant download. No meeting required.
Case Study
See how another HOA board turned a complex reserve study into clear options, a confident vote, and homeowner communication that didn't blow up trust.
Ideal for
Boards facing similar decisions in the next 6–12 months and wanting to see what a defensible path looks like in practice.
HOA Inquiry
Tell us about your community and the decision you're trying to make. We'll come back with a scope and a fee — no surprises.