Our Services
Accounting Services
- Provide complete Financial Reports
- Provide Engagement Letter for year-end tax preparation and review/audit
- Assist the Board of Directors with delinquent account process per legal documents
- Prepare Operating Budget
- Assist the Board of Directors in Investment and Cash Management
- Assist the Board of Directors with Records Retention Program
- Establish and maintain filing system
- Establish a Lockbox Service
- Assessment collection
- Disbursement of association funds
- Assist with review of Reserve Analysis Plan
Administrative Service
- Prepare meeting minutes
- Prepare New Homeowner Welcome Packet
- Assist and facilitate transition process
Management Services
- Act as Advisor to the Board of Directors
- Administer Annual Meeting process
- Act as liaison between Homeowners and Board of Directors
- Serve as liaison for professional services
- Investigate potential insurance claims
- Prepare Resale Disclosure
- Prepare Board of Director Meeting Packet
- Secure necessary licenses
- Annual business renewal filing
Rental Services for Homeowners
- Rental advertising
- Unit showings
- Schedule repairs, cleaning and painting
- Following Association Rental Policies
- Applicant screening
Maintenance/Vendor Services
- Inspect association property and provide inspection reports
- Maintain a 24-hour, 7-days a week emergency response service
- Assist Board of Directors with the bid process for association maintenance
- Ensure all association vendors meet association insurance requirements & licenses
- Assist in developing preventative maintenance schedules
- Facilitate winterization
- Assist with Insurance Claim Process
- Provide disaster cleanup and reconstruction
Homeowner Services
- Assist with complaint and dispute resolution
- Prepare Homeowner correspondence – newsletters, notices and letters, etc.
- Prepare Association Annual Calendar
- Prepare Annual Report per legal documents
- Assist with on-site staff