Association Budget Checklist
September 15, 2025by Vertex Professional Group
Looking to prepare your HOA or COA budget with confidence? Our step-by-step HOA/COA Condominium Budget Checklist walks Board members and property managers through every critical step—from using year-end actuals to forecast expenses, to compiling expiring contracts, updating reserve studies, planning for insurance increases, and communicating with homeowners. Follow this comprehensive guide to build a transparent, accurate, and financially sound budget that protects property values and avoids costly surprises.
