Services

  • Budget preparation
  • Maintenance & assessment management
  • Account payable management
  • Liaison with accountant on year end audits, taxes, and 1099’s
  • Liaison with attorney on legal financial matters
  • Detailed monthly reports include: Balance sheet, Income statement, Accounts receivable/payable, and Delinquencies
  • Collection of monthly dues and delinquent account collection
    • Financial Management
  • Board and General Meetings – Agenda Preparations and Consulting
  • Welcome packet to new residents
  • Transitions of associations from Builders to Homeowner control
    • Admin Services
  • Bid solicitation & presentations
  • Input & inspection of contractor performance
  • Work schedules and progress reports
  • Regular building and grounds inspections
  • Community correspondence
  • Monthly management reports to Board of Trusts
    • Community Manager Services
  • Assistance in creating Rules and Regulations for individual communities.
  • Liaison with attorney and builder on By-Laws and Declarations documentation
  • Yearly Budget Forecast
  • Prepares and submits State documentation
  • Transitions of associations from Builders to Homeowner control / self- management
    • Association Set Up Services