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Featured Ebook: Annual Budget Best Practices for HOA Board Members

Smiling professionals sitting at a meeting table

As non-profit corporations, homeowners’ associations (HOAs) are typically required to prepare and implement a budget for each fiscal year. Establishing how the association’s income will be used and providing a blueprint that balances income and expenses, the budget must be taken very seriously and prepared with a detailed hand.

At Associa, we’ve helped tens of thousands of board members successfully set budgets and maintain financial stability. In the following pages, Rose Jurczewski, CMCA®, AMS®, shares best practices for HOA boards to craft a healthy budget and secure a stable future for their community.

Some of the suggestions include:

  • Review governing documents
  • Start early
  • Lean on professionals
  • Look at your history
  • Evaluate contracts
  • And more!

Click below to download the ebook and learn how to put these best practices, and many more, into action.  

About the Author

Rose Jurczewski, CMCA®, AMS®, is a community manager for Associa Chicagoland. She oversees a portfolio of community associations.