Endless Winning Wood Tax Advisory
Prepared May 19, 2026
HOA board reporting

Whispering Oaks

Financial dashboard

Board report preview

See the HOA numbers fast

Built from April 2026 balance sheet, P&L, YTD P&L, and March aging.

Cash movement

Mar to Apr 2026
Mar cash $263.0kApr cash $258.2kchange -$4.8k

April expenses - $8,200 147% more MoM

April P&L
Professional fees
$3.6k
Website
$2.4k
Grounds / maintenance
$726
Hospitality
$449
Bookkeeping
$400

Collections view

Homes with outstanding dues

Top aged balances from the March report; final outreach should sync against the current HOA ledger.

01
35058 Smoketree Ln91+ aging
$4,611.29open
02
35122 Whispering Oaks Blvd91+ aging
$3,071.19open
03
34441 Cedarfield Dr91+ aging
$2,550.58open
Show 3 more balances
04
Lot 194 Chestnut Ridge Rd91+ aging
$2,500.00open
05
6050 Beechwood Dr91+ aging
$1,518.76open
06
Lot 140 Mahogany Ctmulti-period
$950.00open

Operating rhythm

What the close covers

ReconcileBank, card, reserves
ReportCash, P&L, aging
TrackLate dues and vendor bills*
PortalBoard-ready display

*Vendor bill tracking is included when AR/AP + vendor ops is selected.

Pricing + payment

Monthly close foundation

One core service. Cleanup and vendor/AP support can be added only when needed.

Foundation

Monthly close and board reporting are the base service.

Foundation close + reporting$450/mo
Cleanup add-on$100/mo
Vendor/AP add-on$100/mo
Optional historical catch-up.
$0