Free Checklists & Guides
Step-by-step checklists for board members, year-end audits, and vendor evaluations.
4 free templates available
PDF
Popular
New Board Member Checklist
Everything a new HOA board member needs to know in their first 90 days.
Includes:
- First 30 days: document review tasks
- Days 31-60: meeting and stakeholder tasks
- Days 61-90: active participation goals
PDF
Year-End Audit Checklist
Comprehensive checklist for year-end financial review, insurance renewals, and planning.
Includes:
- Financial review and reconciliation tasks
- Insurance policy review checklist
- Vendor contract evaluation
PDF
Vendor Evaluation Checklist
Score and compare vendors for landscaping, maintenance, and other HOA services.
Includes:
- Qualifications scoring section (licensing, insurance, experience)
- Proposal evaluation criteria
- Communication assessment
PDF
Popular
HOA Financial Audit Checklist
Comprehensive audit preparation checklist covering financial records, governance documents, and internal controls.
Includes:
- Financial records verification section
- Bank reconciliation review checklist
- Accounts receivable aging analysis