Find, fill in, and download documents for your association. Review with your board and counsel before use.
Florida and general templates. Check each document’s jurisdiction before use.
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Plan annual income and expenses for your association.
Jurisdiction: Florida. Applies to: homeowners' associations under ch. 720, condominium associations under ch. 718, and cooperatives under ch. 719.
Define the scope and review of your association’s reserve study.
Define the scope and review of your association’s reserve study.
The general ledger structure everything else keys off. Your budget, your monthly financial package, your annual financial report and your reserve schedule are all views of this one list. Get it right once and the other four stop fighting each other.
The monthly reporting pair. Two statements, produced together, that tell a board what the association owns and owes on one date, and what it earned and spent over a period.
A working format for the monthly financial package your board reviews, and for the annual financial report Florida requires you to deliver to owners. Replace every bracketed placeholder. Delete the sections that do not apply to your association.
Define the scope and review of your association’s reserve study.
A working report for a Florida community association board. Fill it in, take it to the meeting, and work straight down it.
Define the scope and review of your association’s reserve study.
Organize income and expense accounts consistently.
Define the scope and review of your association’s reserve study.