What a resident sees
A balance, the file they are allowed to open, the next meeting, and a notice they can find again.
Sample
Who can open
- Bylaws Can open
- Last notice Can open
- Vendor contract Board only
The questions residents ask
-
What do I owe?
The balance on their door. It is not shown as zero before that month's charge is posted.
-
Where are the bylaws?
The documents the board lets residents open.
-
When is the next meeting?
The date and the packet, without a forwarded email.
-
Who mows, and how do I ask?
Who does the work and how to request it. The price and the contract stay with the board.
A notice should be findable a month later.
The same books, other seats
-
Volunteer boards
You likely have another job. The dues, the meeting, the notices, the vendors, and the file you hand a CPA stay in one place.
-
Managers
Hold more than one association. The books stay apart. Switch without mixing the totals.
-
Treasurers
Three totals have to agree: what was charged, what came in, what the bank shows. Your job is the week they do not.
-
Presidents
Your term ends. The association should not notice in its records, only in its minutes.
-
Secretaries
You are the memory of the association. The job is to make the memory a place, not a person.
Walk it in the sample.
The sample association has real-looking books. Open it.
We do not manage your association, keep its books as a service, or give legal or accounting advice. The board still decides.