What we do
Financial and operational management for your community.
We offer a focused suite of financial and operational management services designed specifically for HOA boards and community associations — everything you need, nothing you don't.
Financial Reporting
Clear, accurate reports that give boards the information they need to lead with confidence.
We produce monthly and annual financial statements that are easy to read and understand. Balance sheets, income statements, accounts receivable aging, and budget variance reports — all formatted for volunteer board members, not accountants. You'll always know exactly where your community stands financially.
- Monthly financial statements
- Budget vs. actual variance reports
- Accounts receivable aging
- Year-end reporting packages
- Custom board presentation formats
Budget Management
Thoughtful budgeting that reflects your community's priorities and keeps finances on track.
We work with your board to build an annual budget that is realistic, comprehensive, and aligned with your community's goals. Then we track performance against that budget throughout the year, flagging variances early so you can make adjustments before small issues become big problems.
- Annual budget development
- Multi-year financial projections
- Mid-year budget reviews
- Variance analysis and alerts
- Board budget presentations
Reserve Planning
Forward-looking reserve analysis so your community is prepared for what's ahead.
A well-funded reserve is one of the most important financial assets a community association can have. We help boards understand their reserve requirements, develop funding plans that are fair to current and future residents, and avoid the special assessments that come from underfunded reserves.
- Reserve fund analysis
- Long-term funding plans
- Reserve study coordination
- Special assessment avoidance planning
- Capital improvement scheduling
Vendor & Operations Management
Coordinated vendor management — from financial oversight to on-the-ground operational support.
We manage the full lifecycle of your vendor relationships. Today, that means processing invoices, tracking payments, and ensuring your community's money is spent as authorized. We're actively expanding our operational management services — including grounds maintenance coordination, pool management, and facility oversight — so your board has one trusted partner for both the financial and physical needs of your community.
- Invoice processing and approval
- Payment scheduling and execution
- Vendor payment history tracking
- Contract financial compliance
- 1099 preparation and filing
- Operational services (grounds, pool, facility management) — coming soon
Board Support
Practical guidance and management expertise that helps boards make better decisions.
Beyond the numbers, we serve as a management resource for your board. Whether you're evaluating a major capital project, navigating a difficult budget year, or trying to understand a complex financial situation, we're here to provide the expertise and perspective that helps you lead your community well.
- Board meeting financial presentations
- Financial policy development
- Ad hoc financial analysis
- New board member orientation
- Strategic financial guidance
Let's talk about your community's needs.
Every community is different. We'd love to learn about yours and show you how B&R can help.