Templates for HOA boards, churches, PTOs & nonprofits
Minutes, violation letters, budgets, donor letters and more. Editable in Word, Excel and Google, built by a working board secretary, ready before your next meeting.
Sound familiar?
You got elected secretary. Nobody handed you a thing.
The last treasurer's spreadsheet is a mystery with tabs.
Someone asked if that violation letter will actually hold up.
These templates get you over them in an evening, instead of a month of searching forums and rewriting whatever the last person left behind.
The templates
Get the full kit, or just the pack you need tonight.
For self-managed HOAs
Meetings, elections, fair rule enforcement, and a budget that tells you if the reserve will be there when the road needs repaving.
$2912 files
Get the kit on Etsy
For churches, PTOs, clubs & charities
Board meetings, clean books, donor letters that check the IRS boxes, and volunteers who actually show up.
$3216 files
Get the kit on EtsyHow it works
No software to learn and nothing to set up. If you can edit a Word document, you can use these tonight.
Before the meeting
Instant download from Etsy. Unzip and save a master copy.
One find-and-replace puts your organization on every letterhead.
Every blank is highlighted, spreadsheets do the math, and built-in tips explain the why.
Free template
Quorum check, conflict-of-interest check, timed items and a clean place for every vote. Use it at your next meeting, free.
Free guides
What to include, what to leave out, and a sample you can copy tonight.
Read the guide →HOA boardsThe three-letter escalation, what every notice needs, and the mistakes that sink enforcement.
Read the guide →TreasurersExactly what the letter must say, when donors need it, and the $75 rule for events.
Read the guide →TreasurersA week-by-week checklist to get control of the money without panicking.
Read the guide →Who's behind this
I'm Camby. I've spent 20+ years running operations for entertainment and tourism businesses in Branson, Missouri, and I serve as secretary of a self-managed HOA in the Ozarks.
Back Office Basics is the paperwork I wish someone had handed me on day one: practical, plain-English, and ready to use tonight.
Questions
Yes. Upload a file to Google Drive, choose Open with Google Docs or Google Sheets, then save it as a Google file. Every spreadsheet formula works in Sheets. They also open in Microsoft Word and Excel, Apple Pages and Numbers, and LibreOffice.
No. They're written to work anywhere, with notes on what to check in your own bylaws and state law, such as notice periods, quorum, proxy rules and fines.
No. These are templates, not legal, tax or accounting advice. Have your attorney or accountant review anything involving fines, liens, assessments or tax filings.
Each purchase covers one association or organization, including its board and committees. Managing several? Message us through the Etsy shop about a multi-organization license.
Every template is sold through our Etsy shop: secure checkout, instant download, and your files stay in your Etsy account if you ever need them again.