Get Your Free New Board Member Guide Now!
Fill out the form and we'll send you Ledgerly's New Board Member Guide: Your First 90 Days, Tips & More, absolutely free. Best practices, need-to-knows, checklists, regulatory compliance and a readiness quiz, all in one PDF guide.
Let Ledgerly Handle the Books
You Don't Have to Do It Alone.
Ledgerly provides support, tools, and monthly clarity to help boards like yours stay ahead of the details. We deliver clean financials, track vendor payments, and make sure nothing falls through the cracks — so you can stay focused on leadership, not logistics.
Support for Every Kind of Board Member
Treasurers who want everything buttoned up
Presidents who want to stay informed without micromanaging
Secretaries who manage meetings and records
New members learning as they go
Professionally managed boards needing accounting expertise
Everything a new director needs, in one guide
Written by HOA and condo accountants (several of us have served on boards ourselves), in plain language, with a practical plan for your first 90 days.
New to the board? Start here.
A quick walk-through of what new directors should focus on first, and why successful communities all start with clean financials.
More Videos for Boards →What should your accounting cost?
What our clients say...
“Ledgerly’s integration into QuickBooks Online was seamless — and precise. Our cash flow needed expert attention. Their automation and advisory support have given us real-time clarity and confidence.” — Alexandra M.
“The onboarding process was fast and professional. Within a couple of weeks, we had accurate financials, organized records, and clear processes in place.” — Sasha L.
New board member questions
Do new HOA and condo directors need certification?
Many states now require it. In Florida, directors seated on or after July 1, 2024 must complete an approved course within 90 days or face suspension from the board. The guide walks through the details.
Am I personally liable as a board member?
Directors who act in good faith, follow the governing documents and rely on qualified professionals are generally protected, and the association should carry D&O insurance. Not legal advice; ask your association attorney.
What financial reports should the board see each month?
A balance sheet, budget vs. actual, bank reconciliations, a delinquency report, reserve activity and the check register. The guide explains what to look for in each.
Is the guide really free?
Yes. Fill out the form at the top of this page and we'll email you the PDF. Share it with your fellow directors.
Stronger Boards Build Better Neighborhoods
Ledgerly is more than a bookkeeping service for community associations. We’re your quiet teammate in board decisions.
- We’ve served on boards and been part of neighborhoods just like yours.
- We’ve been helping boards manage better for decades, and we plan to be here for years to come.
- Our mission is to unite us all in a commitment to run stronger boards.
- Doing the right thing for the community is in our DNA.
- And we humbly exist to help board members like yourself fulfill your duties.
How Can Ledgerly Support Your Board?
We're happy to show you what working with Ledgerly looks like. No pressure, just a quick overview and answers to your tough questions.