Line-Item Operating Budget Builds
A budget assembled from your actual ledger history, contracts in force, and declaration obligations — with the assessment schedule derived from it, not guessed at.
Financial Infrastructure
Budget Builds, Reserve Planning & Audit Preparation
Professional financial infrastructure for self-managed Florida boards: line-item budget builds, reserve schedule planning, and independent financial audit preparation your CPA can work from directly.
What The Financial Engagement Covers
Reserve Schedule Planning
Component inventories, useful-life and replacement-cost modeling, and pooled versus straight-line funding comparisons for the statutory reserve disclosure.
Independent Audit & CPA Prep
Ledgers reconciled, supporting documentation indexed, and schedules formatted so your CPA's compilation, review, or audit runs without back-and-forth.
Financial Reporting Cadence
Monthly variance reporting and a board-readable financial packet so directors can approve spending with the numbers actually in front of them.
Documents We Ask For
- 01Prior two fiscal years of income and expense statements
- 02Current general ledger export and bank reconciliations
- 03Reserve balances by component and any existing reserve study
- 04Active vendor contracts, insurance binders, and utility statements
- 05Declaration and bylaws sections governing assessments and reserves
Adopting next year's budget soon?
Budget adoption has a statutory notice clock. Start the build before the mailing deadline forces a rushed number.