Service
Financial Services - Collection of community dues, payment of bills, financial statements, and bank reconciliation for your Board of Directors.
Administrative Services - Preparation of monthly board packages, process escrow demand letters for property transfers, prepare and process client correspondence, and draft policy enforcement letters to homeowners.
Fiscal Review - Annual budget assessments, reserve study, delinquent assessments, board meeting minutes, and notice of meetings.
Budget Preparation - We help your board prepare the annual budget at least 45 days prior to the commencement of the Association's fiscal year.
Annual Review - Distribute your Association's annual report consisting of balance sheet and income statement.
Reserve Study - We help to ensure your community is compliant with the 3 year code requirement and ensure that reserve allocations are adequate.
Vendor Management - Review existing maintenance contracts, recommend improvements where necessary, secure multiple bids and prepare for Board's review and approval.
Site Inspections - Routine walk through of property to discover maintenance issues or problems and prompt resolution.
