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.
Start here

Simple, predictable, flat-fee.

You don't need to know what you need before you call. Most boards reach out with a stack of financials, a reserve study nobody can read, or a management company they can't evaluate. That's enough to start.

Step 01

A conversation

Thirty minutes, no charge, no pressure. Tell me who you are, which association you serve on, and what's worrying the board. If I'm not the right person, I'll say so on that call.

Step 02

A clear scope

I tell you exactly what I'll review and what the board will receive — in writing, before we begin. You send financials, reserve studies, or contracts only after we've spoken.

Step 03

Ongoing advisory

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

Book a free 30-minute call › Or call 860-307-6156 · Connecticut & Florida

Bring an independent voice to your board.

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