Checklists

 

Disaster Planning Checklist for Community Association Managers

Let’s Face It, Disaster Planning Is a Necessity There is always a possibility that a hurricane, earthquake, fire, tornado, snowstorm or human-related disaster can strike at any time, without warning. Every association could be affected by at least one of these disasters, but many aren’t prepared for when a disaster actually does strike. It is […]

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Year-End Checklist for CAM Accountants

Year-End Checklist for CAM Accountants

Note: This article has been updated since it’s original publication. It’s the new year. The holidays are over and if you’re a CAM Accounting professional, now is when the real work begins. That’s because the new year also marks the beginning of a much more stressful time in community association accounting – Year End. If […]

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Tax Cuts and Jobs Act

James Ernst, CPA, explains what impact the newly-passed Tax Cuts and Jobs Act will have on Common Interest Realty Associations (CIRAs) beginning Jan. 1, 2018: The Tax Cuts and Jobs Act, that was passed by both the House of Representatives and the Senate, and was signed into law by the President, will have an impact […]

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My Association Management Certification Journey: The CMCA

I’m a firm believer in the value of certifications. A certification gives you a common foundation of knowledge and expertise in a given area. A certification announces to the world that you have acquired that knowledge, and are qualified to speak – and act in that area. A certification provides a layer of protection between […]

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Business Leader Making a Choice

Challenge or Opportunity? 4 Issues Community Managers Need to Know About

As a wise man (my grandpa) once said, every challenge comes with an opportunity, and vice versa. For Community Managers, the challenge of market evolution will also present myriad potential opportunities to excel in the marketplace, so long as the obstacles are understood and faced in real time. The world is moving more quickly, and […]

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Everything you need to know about balancing monthly HOA financials [Free Checklist]

Everything you need to know about balancing monthly HOA financials [Free Checklist]

Note: This article has been updated since it’s original publication. Any discussion on accounting for condo associations and HOAs often starts with the end result – monthly financial reports. There’s all kinds of information for board members to help them understand the reports, but how can you head off questions at the pass by making […]

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Property Management Companies: How to Guarantee Pain-Free Transitions

Note: This article has been updated since it’s original publication. Any Kind of Transition Is Hard Like a dad handing the keys to the car to his teenage son for the first time, property management transitions require a lot of preparation and trust. There are two kinds of property management transitions that a management company […]

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New Property Management Company Setup Checklist [3 OF 3]

Note: This article has been updated since it’s original publication. Activating Your Action Plan: You created your Action Plan to start a property management company, now you are ready to follow through and implement that plan. Here are the steps to follow to actually create your company and get ready to operate: Incorporate. To protect […]

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