Services

Association Management: Holding regular meetings of homeowners, regulatory compliance, reserve study analysis, and other general management tasks.

• Prepare Meeting, Agenda and Minutes
• Attend Board Meeting/HOA Annual Meetings
• Maintain current roster of members
• Provide HOA documents to Escrow Agents/Lenders
• Publish and distribute newsletter upon request
• Ensure Regulatory Compliance
• Prepare the Board of Directors

Financial Management: Collecting dues from members, paying vendors, bookkeeping, and other financial tasks.

• Postings to Accounts
• Prepare Invoices & Statements
• Banking as Required
• Reconcile All Accounts; Checking, Savings, Investments, etc.
• Paying All Accounts Payable
• Providing Detailed Financial Reports Regularly
• Monitoring of Investment Fund Rollovers
• Gathering of Data for Independent Auditors Review of Financial Statements with Board
• Preparation of Pro Forma Operating Budget
• Mailing Year-End Statements to Membership
• Engage CPA for Tax Returns, Annual Review or Audits

Communication...

• In house training for employees
• 24 hour emergency access
• Timely reporting of situations requiring board approval
• Regular on site visits for quality community oversight
• Minimum response times to board members and residents
• Direct access to community managers for board members
• Community website for interaction with board members

Fiscal Responsibility...

• Controlled vendor invoice processing
• New solutions to real economic issues
• Timely payments for all vendors and services
• Complete preparation of a realistic budget for the upcoming year
• Experienced collection oversight and cost effective producers
• Adherence to budgets and proactive solutions to save resources
• Timely financial reporting for realistic decision making
• Full preparation of all financial reports

Personal Service and Integrity...

• Experienced community managers looking out for the community’s best interest
• Our philosophy of “Manage it as if we live there too”
• Timely and meaningful responses to resident and owner inquires
• Active management taking an interest in EVERY community we manage
• Being in business to develop LONG TERM relationships
• We strive for continuity by not changing managers on a regular basis
• Violation enforcement to preserve the community appearance and to support property values