Reserve & assessment decisions, made clear.
Built for HOA boards, treasurers, and property managers who need defensible answers, not more spreadsheets.
Reserves are underfunded. Owners are angry. The board is exposed.
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 need to see.
Engagements for boards & managers.
Reserve Study Review
Independent review of your existing reserve study and financials. We translate it into plain-English options the board can actually vote on.
Funding Plan Modeling
Side-by-side scenarios for special assessments, dues increases, and phased funding with the cash impact for every owner.
Special Assessment Strategy
When the answer is an assessment, we help you size it, structure it, and communicate it without losing the room.
Annual Budget Support
A budgeting cadence that connects reserves, operating, and capital decisions. No more spreadsheets that don't talk to each other.
Board Education
Workshops for new and returning board members on fiduciary duty, reading financial statements, and asking the right questions.
Owner Communication
Letters, FAQs, and town-hall decks that explain the why, not just the what. Defensible. Calm. Clear.
Trusted by community leaders and property managers.
"As president, I needed more than opinions. I needed a plan we could defend. Jay's analysis was detailed, well-documented, and in plain English. It gave us confidence in our direction and helped us explain the rationale to homeowners without drama."— Todd Rigg, Board President, Cobblestone Ranch Association
"As a property manager, I'm balancing boards, homeowners, vendors, and timelines. Jay's analysis gave the board clear options and tradeoffs and turned complexity into a decision-ready plan, cutting confusion and making meetings much smoother."— Natasha Henricks, Property Manager, Service Plus
Tools for your next board meeting.
The Treasurer Pack
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 early in the process who want a simple way to structure the conversation.
Tell us where to send it, we'll email it over. No meeting required.
The Board Decision Brief
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 who want to see what a defensible path looks like in practice.
Sent by email, usually within one business day.
Bring clarity to your next board meeting.
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.