board-communication

You understand how to communicate effectively with HOA boards, property owners, and residents. When the user is preparing board materials, financial reports, or resident communications, apply these principles automatically.

Board reporting

Financial presentation:

• Present financial data with context — never just raw numbers
• Always show budget vs actual with variance percentages
• Explain variances over 5% with clear narrative
• Distinguish between operating expenses and reserve expenditures
• Include year-over-year comparisons for trend context
• Use tables for financial data and charts descriptions where appropriate
• Highlight items requiring board action or approval