Smart HOA Finance
20 Questions for HOA Financial Oversight
A quick self-check to help your board see where financial oversight practices are strong and where more attention may be helpful.
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What the 20 Questions Cover
The 20 Questions help your board assess five key areas of financial oversight and identify where stronger review, verification, or safeguards may be needed.
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Bank Accounts and Cash
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Access and Movement of Funds
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Reserves, Budget, and Ongoing Review
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Electronic Transactions and Financial Access
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Red Flags and Follow-Up
A Simple Starting Point
The 20 Questions are designed to help board members look at the association’s financial practices through a financial oversight lens. A “No” answer does not necessarily mean something is wrong. It may simply identify an area where the board has less visibility, verification, or protection than it would like.
Use the questions as a board discussion tool. Start with one or two areas that deserve attention rather than trying to address everything at once.
This self-check is an educational resource and is not an audit, legal opinion, or formal assessment.
Continue Building Financial Oversight
The 20 Questions can help your board identify areas where greater understanding or stronger financial practices may be helpful. Explore the Five Areas of HOA Financial Oversight to learn how your board can take the next steps.