HOA Budgets

Overview of Our HOA Budgeting Services

Developing common interest subdivisions in California is a complicated process. One of the complications is the requirement to create a homeowners association to oversee the maintenance and management of the common areas and amenities.

The financial cost of this management is structured through a proposed Budget, which is reviewed and approved by the California Department of Real Estate (DRE). This Proposed Budget must be prepared as accurately and as thoroughly as possible; it must be used during the first year of operation of the Homeowners Association.

How Our HOA Budgeting Services Work


How Our HOA Budgeting Services Work

  • Coordinate Phasing program

  • Prepare DRE-required budget documentation

  • Work with Developer and Engineer to determine take offs

  • Facilitate flexible phasing programs such as “Range of Assessments” or “Large Increment” Budgeting programs for DRE approval


How We Provide Superior Service

All In-House

As part of our mission to provide exceptional service, we only utilize in-house resources to provide our services for clients. Each member of our staff endeavors to demonstrate ethical, accurate service in every decision and client interaction.

Industry Experience

For over 20 years, California Builder Services has offered comprehensive budget and financial analysis to California homeowner associations and land developers. Our professionals are well-versed in the DRE requirements and processes, providing expert reporting and accurate results for each of our clients.

Faster Turnarounds

Timely reporting is vital for our clients, providing them with the knowledge they need to act decisively and prudently. Our experienced professionals are dedicated to providing solution-focused guidance so our clients are successful.

Budget Analyst

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