Overview of Our Services

"Association Management of your most precious resource...Your Home"

We specialize in the Management of established Homeowner Associations.  Our services of managing Homeowner and Condominium Associations range from the development phase of a community from the ground up through transition to homeowner control.  Our oversight and guidance enabled the Board of Directors to focus on the governance of the Association and  Builders and Developers to devote their attention to the building of communities. 


Management Services For Associations
•Budget Preparation
•Financial Reporting
•Bank Account Management
•Accounts Receivable
•Delinquency Follow Up
•Coordinating Lien Filing & Releasing with Association Attorney
•Accounts Payable
•Attorney Liaison
•Membership Records
•Title Transfer Processing
•CPA Liaison
•Attorney Liaison for Delinquencies
•Long term Reserve Planning, (Prepared by a Professional Reserve Company)
•Minutes Preparation

Accounting Services
•Budget Preparation
•Financial Reporting
•Bank Account Management
•Accounts Receivable
•Delinquency Follow Up
•Coordinating Lien Filing & Releasing with Association Attorney
•Accounts Payable
•Membership Records
•Title Transfer Processing
•CPA Liaison
•Attorney Liaison for Delinquencies

Administration Services
•Association Record Keeping
•Correspondence Preparation
•Insurance Liaison
•Newsletters
•Mailings
•24 Hour Emergency Service  
•Covenant Logs & Letters
•Unit Activity Logs
•Bid Specifications
•Work Order Issuance
•Contact Liaison
•ARC Review Request Processing
•Educational Classes for Board Members

Inspections
•Property Inspections
•Inspection Reports
•Photographic Documentation
•Cell Phone Response
•Work Order Verification
•Board Walk Through
•Contractor Performance Monitoring

Meetings
•Agenda Preparation
•Board Packets Prior to Meetings
•Conduct Meetings, if Required by Board
•Facilitate Meetings
•Document "To Do" Lists
•Conduct Annual Meetings
•Facilitate ARC Review Meetings
•Conduct Informational Meetings
•Conduct Special Meetings
•Conduct Budget Meetings



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