Management Services

Financial Management

  • Assessment Billing and Collections
  • AR Reporting
  • AP Accounting
  • Invoice and Work Order Reconciliation
  • Bank Reconciliations
  • ACH and Lockbox Services
  • Monthly Financial Reporting
  • CPA Coordination
       - Tax Preparation
       - Financial Reviews
  • Budget and Policy Disclosure Packages as Required by Law
  • Collection of Past Due Accounts

Regulatory Management

  • Implementation of Open Meeting Act
  • Meeting Notice and Compliance
  • Board Packet Preparation and Distribution 
  • Solicitations and Elections
  • CCR Enforcement 
  • Executive Sessions and Hearing Packets and Notice
  • Minutes and Resolution Keeping
  • Procedures for Homeowner Information Requests
  • Disclosures and Property Transfers
  • Statutory Requirements and Compliance

Common Area Management

  • Insurance Reviews and Inspections
  • Reserve Study Review and Inspections
  • Common Area Property Evaluations
  • Risk Evaluation and Analysis
  • Common Area Maintenance Programs and Calendaring
  • Vendor Performance Evaluations
  • Exclusive Use Common Area Management and Education

Board Education

  • Board Member Education
  • Board Member Orientation Syllabus
  • Organizational Board Meetings
  • Special Events and Seminars