The HOA back office,
in templates that actually work.
Every HOA runs on the same handful of spreadsheets, letters, and agendas. We built the ones we wished existed when we were running the books for our own associations. No software contract, no per-door pricing. You buy it, you own it.
Built for the three roles that keep an HOA running
You inherited the spreadsheet from the last treasurer.
It half works. The formulas broke when someone added a row. You don’t want to rebuild it from scratch at the next board meeting. Start with our Association Financial Manager and you’ll have working budget-vs-actual, reserve projections, and delinquency tracking in an afternoon.
You manage 8 associations. Each one has its own chaos.
Violation tracker in one board’s Excel. Work order log in another’s Google Sheets. Meeting minutes in a third’s email thread. Standardize with the Operations Tracker and use the same playbook across every association.
You need client-ready deliverables, not DIY.
The CAM Firm Operations Suite is built for multi-association management: client portals, board reports that print clean, and the financial depth boards expect from a professional firm. Use it with 5 associations or 50.
Start here.
One for the money side, one for the operations side, one for the professional firms running both. If you only buy one thing today, pick the one that matches your role.
Association Financial Manager
HOA financial tracking, budgeting, and reserves
Association Operations Tracker
HOA operations, maintenance, and vendor tracking
CAM Firm Operations Suite
Multi-property CAM firm operations tracker
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The HOA Mega Bundle
Every HOA template we make — 3 spreadsheets, the Notion workspace, forms package, 8 individual letter templates, AI prompt pack, and full SOP pack — for less than the cost of the three flagships individually.
Round it out
The workspace, forms, presentations, and AI prompts that complete the toolkit.
HOA Board Workspace — Notion Template
HOA board and community management workspace for Notion
HOA & Association Forms Package
23+ professional forms, letters, and checklists for HOA management.
HOA Manager AI Prompt Pack
AI prompt library for HOA and community management
HOA Annual Meeting Presentation
Professional HOA annual meeting slide deck
HOA Budget Presentation
Present HOA budgets with clarity and confidence
Need just one letter?
Individual document templates if you only need a specific piece — violation notices, assessment letters, meeting minutes. $4.99 each, or bundled in the forms package for much less per letter.
Templates built by operators.
One-time purchase. Instant download. Excel and Google Sheets, both included. Lifetime updates, free forever.
Browse all HOA productsTemplates are tools, not advice. Nothing here is legal, tax, financial, or professional advice. Run big decisions past a qualified professional. Full terms.