Offerings

A tailored service package ensures communities are receiving optimum support and management. The information below highlights components from each category; Management, Accounting and Consulting.  The components are chosen by our experienced staff to ensure your community receives optimum support.


Management

  • Preparation of board packages
  • Attendance at board meetings
  • Accounting services
  • Customer/Resident Relations
  • Disclosure Packages
  • Inspection of physical property
  • Preparation of requests for proposals
  • Evaluation of proposals/recommendation to Board
  • Preparation of contracts
  • Monitor contractor’s progress/completion of job
  • Inspection of homes/prepare letters/follow-up
  • Prepare legal notices required by the governing documents
  • Prepare for/assist with the annual meeting
  • After-hours emergency assistance
  • Set up/coordinate with committee chairs
  • Assist with the architectural review process
  • Arrange for/work with reserve specialist
  • Advise board of changes in association management
  • Maintain association records
  • Secure appropriate insurance
  • Website


Accounting

  • Pay association bills
  • Process payroll (if required) and file related tax returns
  • Process assessment payments and other receivables
  • Monthly reconciliation of association bank accounts
  • Preparation of monthly financial statements
  • Preparation of/assistance with association’s yearly budget
  • Send out assessment due notices and late notices
  • Monitor overdue accounts/Collection Procedures
  • Maintain owner database
  • Work with CPA to complete year end audit and tax returns


Consulting

We offer a special rate to assist a new board with learning the proper ways to run a community association including:

  • Transition from developer control
  • How to run an effective board meeting
  • Selecting the proper contractor
  • Developing operating procedures