General Association Services
- Strategic planning
- Annual Financial HOA Management
- Property & Asset analysis & preventive maintenance programs
- Homeowners Association leadership planning
- Web & Technology innovations
- Board member & Committee training
- Board Transitioning programs
- New client & business development
- HOA Management processes & systems
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Financial Services
- Bank account reconciliation & balancing
- Homeowners Association Budget preparation & funds disbursement
- Quarterly collection & delinquency reporting
- Homeowners Association Balance sheet preparation/ income statements
- Independent review of Association books & records (up to 5 year review and forecast)
- Preparation of HOA tax returns and filings
- Accounts receivable delinquency letters, past statement printing & mailing
- Accounts Receivable Collection & delinquent assessments reports
- Management of HOA insurance requirements
- Billing recordation & tracking of assessments
- Accounts payable, receivables, & association financial statement preparation (annually)
- Total Homeowners Association Budget & reserves analysis
- Proper Online Secure storage of Association records
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Comprehensive Community Management Services
- Monthly reports & financial projections packaging
- Coordination of Board & membership meetings
- Supervision of personnel including recruiting, hiring, & training individual Community Administrators
- Attracting competitive bids & managing maintenance projects to completion
- Processing and review of Architectural requests
- State corporation commission reports (if required)
- Enforcement of CC&Rs, Bylaws, & ARC Guidelines
- HOA/Association business & records documentation
- Implementation of legal activities, coordination of outside attorney acquisition
- Overseeing Annual Association meetings & Board member elections , Committee appointments
- Online Communications of information to & from residents and community institutions
- Total Management of Association owned properties & easements
- 24-hour emergency Association representative available
- Gate access & control systems management
- Website development and/or maintenance
- Community programs, event planning, volunteer programs recruitment & community management training
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