The New HOA Treasurer Workbook

About this book

Learn it by doing it.

This workbook goes with The New HOA Treasurer course, one section per session. You’ll practice on a sample association’s records before you touch your own: post a quarter’s assessments to owner accounts, reconcile a bank statement, sort a month of transactions, build a budget with a reserve contribution, and spot the warning signs of trouble.

• Check-your-understanding questions for every session
• Realistic practice exercises with worked answers
• Fill-in pages that document YOUR association’s accounts, signers, contracts, and deadlines, so the next treasurer has a real handoff binder
• Reproducible forms: deposit log, reimbursement request, bank reconciliation, reserve fund table, monthly report, budget worksheet, and more
• A word search for every session and a review crossword

Large 8.5 x 11 format with room to write.

The treasurer books are general education for volunteers. They are not individual tax, legal or accounting advice; for your organization's specific situation, consult a qualified professional.