HOA · Condo · Tax-District Boards — CT & FL

Independent oversight for your board.

Surprise assessments, reserve shortfalls, a management company no one's checking — boards carry real responsibility, often without independent expertise in the room. After 31 years running my own managed-services firm, I'm that experienced set of eyes, working only for you.

Your board carries the liability. You shouldn't carry it blind.

Volunteer boards make six- and seven-figure decisions on budgets, reserves, contracts, and technology — often advised only by the very vendors they're paying. I give you an independent read, so you can question, verify, and decide with confidence.

What I do for your board

Four ways I bring clarity and accountability.

01 — Financial review

Read your books and reserves with you

I translate the P&L, balance sheet, and reserve study into plain English, so the board sees the real financial picture — and knows the right questions to ask before voting.

02 — Management oversight

An honest check on your property manager

A second opinion on your management company's performance, billing, and contracts. Are you getting what you pay for? I help you hold them accountable — without the conflict of being one of them.

03 — Technology & vendors

Evaluate the tech and the contracts

From 31 years inside the vendor world, I help your board assess IT, software, and service contracts, spot overspending, and understand the cyber and compliance basics in language that makes sense.

04 — Change & compliance

A steady voice through transitions

Developer turnover, a management-company switch, a new deadline — I'm the calm, independent presence in the room while the board works through big, unfamiliar decisions.

For Florida boards especially

New rules. Big numbers. I help you make sense of them.

Florida's post-Surfside laws have put condo and HOA boards under real financial and compliance pressure. I don't perform the inspection or the reserve study — I help your board understand what they mean, question the costs, and plan calmly instead of reacting.

  • Structural Integrity Reserve Studies (SIRS)Mandatory reserve funding you can no longer vote to waive. I help you read it and plan for it.
  • Milestone inspectionsDeadlines that carry real penalties. I help your board track obligations and make sense of vendor quotes.
  • HB 1203 governance rulesNew website, records-access, and conflict-of-interest requirements. I help you understand what compliance looks like.
How it works

Simple, predictable, flat-fee.

Step 01

A conversation

We talk through where your board is and what's worrying you. No charge, no pressure.

Step 02

A clear scope

I tell you exactly what I'll review and what the board will receive — in writing, before we begin.

Step 03

Ongoing advisory

A flat monthly fee, regular advisory calls, and written summaries the board can act on. No hourly meter.

Bring an independent voice to your board.

860-307-6156  ·  rkl@rklcom.com  ·  Serving Connecticut & Florida