Financial Services: We produce in-house, all required financial reporting. Additionally, you will receive a monthly cash flow analysis with year-end projections enabling the association to make fiscally sound decisions.
- Prepare and disburse checks
- Maintain cash balance
- Bank Reconciliations
- Budget Preparation and Disbursement
- Up to date and accurate unit roster
- Estoppels/Mortgage questionnaire
- Preparation of Monthly Balance Sheet , Income Statements, Variance to Budget and other required financial reports and schedules
- Maintain required supplemental financial schedules
- Payment Coupon Printing and Distribution
- Assist with annual audit with the Associations CPA
- Annual Budget Preparation
- Coordinate and Enforce the Associations Collection policy
- Delinquency reporting by unit/home
- Late/final notices
- Preparation of documentation to association attorney
Business Services: Our customer service team is the back bone to customer relations in providing residents with answers and information.
- 24 hour emergency service line for residents
- Preparation of meeting agenda, minutes
- Work order preparation and follow through to completion
- Gate system computer maintenance
- Rental / Resale Application Processing
- Architectural Application Processing
- Mailings to Association Owners
- Prepare annual meeting notices, budget and meeting notices
- Violation notification and follow through
Property Management Services: The management support team overseas and assists the licensed property manager.
- Licensed and experienced property managers
- Onsite property inspections
- Vendor Coordination
- Outside vendor contract bidding and review
- Insurance policy bidding and review
- Management reports
- Resident relations
- Meeting package preparation
- Attend board meetings
Property Maintenance: Full and part-time onsite maintenance services.
- Common Element Light Bulb Replacement
- Walkway Light Fixtures Replaced
- Pool Decks/Walkways Pressure Washed
- Building Signs Repaired/Installed
- Minor Cracks Repaired/Painted
- Minor Pot Holes Filled
- Parking Bumpers Relocated/Painted
- General facility cleaning
Online Services: Our custom website offers each community a dedicated sub-website bringing convenience, savings, accessibility to information, online payments and form access to the residents.
- Purchase/ Lease applications
- Architectural applications
- Service requests
- Account history
- Insurance certificate requests
- Estoppels request
- Association Documents
- Meeting minutes (optional)
- Newsletters (optional)
A well-maintained property produces the highest returns for owners - and we are proud to offer a long list of satisfied owners as testimony. Please contact us today to learn how your community can prosper with efficient management.