Smart HOA Finance
Protect Your HOA Funds Protocol
A practical guide to reviewing and strengthening your association's financial safeguards, including account access, payment approvals, banking controls, and record protection.
Get Your Free Protocol
Download the printable protocol to help your board review, strengthen, and maintain safeguards that protect association funds.
What the Protocol Helps Your Board Do
The protocol outlines 10 practical safeguards to help your board:
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Review who has access to association funds and bank accounts.
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Establish clear payment approval and documentation procedures.
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Strengthen controls over electronic payments and transfers.
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Review bank reconciliations and other financial safeguards.
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Identify weaknesses and assign responsibility for follow-up.
Strengthen Safeguards One Step at a Time
The Smart HOA Finance Board Briefings help boards understand and strengthen financial safeguards through practical, plain-language guidance, one topic each month.