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Choose your pricing plan
Find one that works for you
New Customer- 4 Session Pack
425$4 private consultations scheduled at your own convenience. (Initial 30 minute consult and three 1-hour sessions)Valid for 6 months- Hourly Consultation- Established Clients
- Diagnostic Session
- Free Consultation Session
Annual Budget and Financial Planning
1,150$Expert guidance to help Boards strengthen financial planning and build transparency. We will review up to 3 years of prior financials and reserve expenditures to help you plan effectively!Valid for 6 months- Budget preparation or review
- Reserve study coordination
- Assessment planning strategy
Official Records Audit- Essentials
550$A targeted review to identify required records under Florida Statutes, confirm what’s current, and flag missing or incomplete documents. Not to exceed 4 hours consulting.Valid for 6 months- Review of core association records required by statute
- Checklist of required vs. missing files
- Basic recommendations for file structure and accessibility
Official Records Audit- Standard
1,100$A comprehensive records review with a customized organization plan and compliance recommendations tailored to your community. Up to 8 hours of consultingValid for 6 months- Full review of required association records (per Ch. 718/720
- Identification of missing, outdated, or noncompliant files
- Recommendations for digital organization and retention
- Basic portal folder structure template or filing framework
- Written summary report
Official Records Audit- Premium
2,400$A full-service records audit and organization plan designed to get your Association compliant, structured, and prepared for portal or management transitions. Up to 16 hours of consulting.*travel extraValid for 12 months- In-depth records audit against statutory requirements
- Detailed inventory of missing/incomplete items
- Recommendations on digital file structure, naming convention
- Final summary report and action plan for the Board
Basic Portal Set-Up
1,250$+$100 Account Set-up FeeUp to 8 hours- For organized Associations ready to launch. Includes portal setup, file upload, and rollout support. *Portal cost not included. Not to exceed 100 units.Valid for 6 months- Portal Set-Up- 8 hours
Standard Portal Set-up
2,400$+$100 Initial Set-up FeeUp to 16 hours- For Associations needing light file digitizing and setup. Includes portal build, organization, and training. *Portal cost not included. Not to exceed 200 units.Valid for 9 months- Portal Set-Up
Advanced Portal Set-up
3,600$+$100 Initial ConsultationFor large Associations needing full setup, file digitizing, access setup, and onboarding support. *Portal cost not included. Digitizing records cost forwarded to Association. Not to exceed 300 unitsValid for 12 months- Portal Set-Up
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