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