Filing the casserole receipts
Everything you need to know about running a self-managed HOA, from collecting dues to navigating compliance. Written for volunteer boards, not property managers.
Vote, export data, secure banking, and go live self-managed without losing history.
Read guideVendor-specific export steps when switching HOA software.
Read guidePercent funded, reserve contributions, special assessments, and separate bank accounts.
Read guideState caps, notice requirements, and how late fees differ from violation fines.
Read guideArchitectural review submissions, approval timelines, and denial letters.
Read guideEnter annual expenses and get monthly, quarterly, or annual dues per unit.
Read guideState-by-state requirements and best practices for staying legal without a lawyer on retainer.
Read guidePer-unit assessment math, operating vs. reserve split, and free HOA fee calculator.
Read guideStop chasing checks. Set up ACH and credit card payments in minutes.
Read guideOrganize CC&Rs, bylaws, enforcement policies, and city vs. HOA rules for owners.
Read guideCC&Rs, Bylaws, and Rules & Regulations explained in plain English.
Read guideAgendas, minutes, and keeping Robert's Rules of Order from ruining your evening.
Read guideCourtesy warnings, covenant violation letters, cure periods, and what boards must document.
Read guideQuorum-only vs. voting proxies, general vs. limited proxies, and online formal ballots.
Read guideHOA covenants vs. city code, architectural rules, and Utah County compliance.
Read guideCity vs. county rules, covenant enforcement, and recording requirements.
Read guideAutomate assessments and reminders for self-managed boards.
Free HOA fee calculator walkthrough.
Proxies, quorum, and online formal ballots.
Organize CC&Rs, bylaws, and policies for owners.
Finances, governance, and operations for volunteer boards.
City and state compliance guides.
Estimate per-unit dues from your annual budget.
