HOA TreasuryIndependent Treasury Reviews for Florida HOA Boards
Clear insights on reserves, cash risk, and governance gaps.No commissions. No product sales.
Free HOA Treasury Health Snapshot
(Full 10-page report normally $2,500)
Florida insurance and reserve rules putting your board under pressure? Get a 2-page tester FREE from your existing statements.
- • Reserves vs benchmarks (no reserve study required)
- • Cash safety gaps and FDIC coverage
- • Board-ready PDF in 5 business days
No sales pitch. Independent only. Upgrade later to the paid pilot report if it’s valuable.
Independent. Board focused. Practical.
How Your Review Works
A simple four-step process built for Florida HOA and condo boards. No technical setup or new bank accounts needed.
1. Securely Share Recent Financials
Upload or send recent balance sheets, bank statements, and reserve summaries in PDF, Excel, or bank export format.
2. Treasury Health Review
We review liquidity, yield, risk exposure, reserve strength, and alignment with your policies and Florida expectations.
3. Board-Ready Findings
Receive a clear, plain-language 2-page snapshot that highlights risks, opportunities, and next steps your board can act on.
4. Optional Ongoing Support
If helpful, upgrade to a full 10-page report or quarterly reviews as your independent treasury advisor. No product sales—only oversight.
What Your Board Gets From HOATreasury
Built for Florida HOA and condo boards that want independent eyes on reserves, cash, and financial governance.
Built for Florida Reserve & Insurance Pressure
Designed for Florida HOAs and condos facing rising insurance costs, aging infrastructure, and increased reserve scrutiny.
Reduce Financial & Governance Risk
Spot red flags before they turn into audit findings, special assessments, or board disputes.
Independent, Vendor-Neutral Guidance
No commissions. No bank incentives. We don’t sell investments or earn from bank products—only objective treasury analysis for HOA boards.
Save Board and Manager Time
We translate complex financial data into clear, board-ready recommendations. No finance background required.
See Where You Stand
Understand cash, reserves, and risk exposure at a glance with practical, board-focused insights.
Quick, Confidential Setup
Get started in minutes by securely sharing recent statements. No integrations or long onboarding.
Who This Is For
Florida HOA and condo boards that want an independent review of current bank accounts, reserves, and treasury practices—whether self-managed or working with a management company.
Who This Is Not For
Personal investing, non-HOA entities, or boards seeking legal advice. We don’t sell or manage investments; we provide board-focused treasury review and reporting.
Resources
Practical tips, checklists, and guides to help Florida HOA and condo boards strengthen treasury, reserves, and governance.
What HOA Boards Should Review Annually, but Often Don’t
A practical checklist for Florida HOA boards to surface financial and governance risks, strengthen reserves, and avoid surprises.
Read More →Managing Reserve Funds
Tips to optimize HOA reserve funds, align with your reserve study, and stay within policy.
Read More →Treasury Risk and Compliance
How to spot treasury risk in your setup and support auditors, CPAs, and compliance needs.
Read More →Start With a Free 2-Page Snapshot
See your reserves and cash risks clearly. Upgrade later if valuable for your board.