Services to meet your needs.

Choose your services based off of your needs, whether it is full management or tailored services.

Administrative Management

  • General administration of association
  • Prompt communications /emergency response
  • Implementation of board policies
  • Prepare, coordinate and attend ownership and board meetings
      — prepare agenda /mailings and meeting minutes
  • Maintain association files, records, owners/resident rosters
      — application and estopple processing
  • Enforcement of rules and regulations /violation resolution
  • Liaison to association attorney
  • Contractor contract review /bid evaluations
  • Liaison to government agencies
  • Insurance review

Financial Management Services

  • Annual budget and reserve preparation
      — long-term reserve funding outflow projections
  • Monthly financial statements
      — bank reconcilliation
  • Accounts payable
      — timely review and payment per board disbursement procedure
  • Accounts receivable/ assessment collections
      — coupon books/lockbox payment/auto pay services
      — individual owner account records
      — association collection policy implementation and enforcement
  • CPA Liaison – tax return/1099's/association employee tax reporting

Physical Maintenance Services

  • 24-hour emergency service
  • Regularly scheduled on-site inspections
  • Preserve and enhance the common property
  • Protect the value of the homes through successful property maintenance
  • Provide trusted contractor lists for various projects
  • Coordinate necessary repairs
  • Obtain bids, proposals and contracts
  • Monitor contractor performance
Contact us to find out more about our superior services and how to get started.