| The best way to get started is to email me, Fred Arbogast, at . . . info@assncostmgt.com. Let me know your situation and needs. I'll study your inquiry and reply to your email with my comments and perhaps a proposal and quote. Here is a list of information that you will need to send: | ||
| Home Owners Association Name | Financial Plan Year | Number of Association Members |
| Operating Income Categories & $s | Operating Expense Categories &$s | Cash in Bank on Jan. 1st of Plan Year |
| Estimate of Accrued Annual Interest | List Each Asset Name & Description | List Size or Number of Each Asset |
| % of Each Asset Being Replaced | Replacement Cost of Each Asset | "Useful Life" for Each Asset |
| "Remaining Life" for Each Asset | % Escalation | Current Monthly Dues |
| Any Special Assessments | Minimum Bank Balance Requirements | Accrued Interest Rate |
| HOA State | Federal Income Tax Bracket | State Income Tax Bracket |
| You will have most of this information
with the possible exception of "Replacement Cost" and
"Useful Life". I may need to fill in the blanks,
but at a slight charge. I would also recommend that you permit me
to develop the Dues Projection, but you can do this yourself and save
the cost if I were to do it. Note that I'll be able to update your
Cash Flow calculations annually if you so desire. Also, I will be
glad to quote on any other HOA issue, so just ask.
Sincerely, Fred Arbogast |
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Now you can purchase the
Program that you see on the first page of this website. It's now
configured for ease of use, even for those who are not Excel experts,
and it's designed to help HOAs handle their own cash management internally,
with "what if" exploration possible, no tedious calculations,
and free from the cost of expensive "expert reserve analysts"
and their reports! Please inquiry to me at 