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