Board / HOA Consulting Services
Board / HOA Operational & Fiscal Hygiene, Risk Control
Is your HOA maximizing value for spend?
HOA board members have a fiduciary duty to manage HOA assets to their best and highest use. That means managing risk, property, and liquid assets in a way that maximizes returns.
Eliminate fiscal waste, achieve maximum utilization of service providers, align homeowners, maintain CA State compliance, avoid litigation, increase property values, and keep dues reasonable - sounds impossible - but it achievable - with the right team in place.
McMills Duffy Consulting Group shows HOA Boards how to extract value for spend - through action-centered operational frameworks, market-forward financial management, and effective communications techniques.
Deep, Hands-On Expertise
Our commitment to serving HOA communities in California is grounded in our decades-long expertise in financial and risk management.
Our focus for effective HOA and Board Management:
Operational Hygiene & BOD Best Practices
Unnecessary Cost Avoidance
Yield-Focused Financial Management & Liquidity
Technology & Digital Solutions
De-risking of Business, Director, Financial & Property Risks
Board Due Diligence, Training & Readiness
Litigation Avoidance & De-Risking
Contract Negotiation and Service Level Agreements
California State HOA Compliance / Fine Avoidance
Homeowner Alignment & Messaging
Property Manager SLOs (Service Level Objectives)
Service Provider / Vendor Utilization
Financial Planning and Project Rationalization
Outcomes-based Roadmapping & Action Plans