Transparent pricing. Flat fees. No surprises.
Every package below is a flat fee — what you see is what you pay. Travel costs (when applicable) are billed separately at cost. Rreference rate: $150/hour.
Software Evaluation — Single Vendor Review
Software Evaluation — Single Vendor Review
$500
Your board has a preferred platform. We conduct professional due diligence on that one vendor and deliver a written assessment.
Software Evaluation — Single + One Alternative
$750
Same as single review, plus one comparison platform so your board can confirm their preference is genuinely the best fit.
Software Evaluation — Full Comparison
$1,500
Three-platform comparison matrix, written recommendation, and board presentation. The standard if you're starting from scratch.
Software Evaluation — Custom
Quote
Multi-property portfolios or non-standard scope
Software Launch — Tier 1 (≤25 units)
$2,250
End-to-end implementation for boards that have a software vendor selected — document libraries, work order templates, compliance workflows, budget and chart of accounts setup, manager and board training, and full owner onboarding (in-person plus virtual webinars).
Software Launch — Tier 2 (26–50 units)
$3,000
Same scope, scaled for mid-sized communities.
End-to-end implementation for boards that have a software vendor selected — document libraries, work order templates, compliance workflows, budget and chart of accounts setup, manager and board training, and full owner onboarding (in-person plus virtual webinars).
Software Launch — Tier 3 (51–100 units)
$3,750
Same scope, scaled for larger communities.
End-to-end implementation for boards that have a software vendor selected — document libraries, work order templates, compliance workflows, budget and chart of accounts setup, manager and board training, and full owner onboarding (in-person plus virtual webinars).
Software Launch — Tier 4 (100+ units or Portfolio)
Quote
Same scope, scaled for Portfolio or communities over 100 units.
End-to-end implementation for boards that have a software vendor selected — document libraries, work order templates, compliance workflows, budget and chart of accounts setup, manager and board training, and full owner onboarding (in-person plus virtual webinars).
Document & Records — Tier 1 (~10 boxes)
$1,500
National. On-site records gathering, organization, vendor coordination, and post-digitization platform indexing. Travel billed separately.
Document & Records — Tier 2 (~30 boxes)
$3,500
National. Same scope, scaled for medium volumes. On-site records gathering, organization, vendor coordination, and post-digitization platform indexing. Travel billed separately.
Document & Records — Tier 3 (30+/Portfolio)
Quote
National. Custom-quoted for large or multi-property volumes. Travel billed separately.
Budget & Compliance Consulting
$1,200
Annual budget preparation & review, reserve funding analysis, compliance checklist against applicable statutes, board education on financial responsibilities, written summary of findings. Up to 3 years of prior financials reviewed.
Management Company Selection- Diagnostic
$850
~6 hrs · Should we switch? Stay/fix/switch recommendation
Management Company Selection- Lite
$1,500
~10 hrs · Compare 2–3 finalists, contract review
Management Company Selection- Standard
$3,500
~23 hrs · Full RFP-to-signing engagement
Management Company Selection- Full
$4,950
~32 hrs · For developer turnovers, first-time engagements
Management Company Selection- Custom
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Multi-association portfolios or non-standard scope
New Customer 4-Session Pack
$425
Initial 30-minute consult plus three 1-hour sessions. Self-scheduled at your convenience. Use for board questions, ad-hoc advice, or prep work between formal engagements. Valid 6 months.
Records Audit Package- Essentials (FL Only)
$600
4 hrs · Core records review, required vs. missing checklist (as per Florida statute requirements)
Records Audit Packages-FL Only
$1,200
8 hrs · Comprehensive review and organization plan.
Records Audit Package- Premium (FL Only)
$2,400
16 hrs · Full audit, file structure and board action plan.