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
