Management Services

  • Preparing for, attending, and recording board meetings
  • Preparing for, attending, and recording annual meeting
  • Maintaining association documents
  • Conducting site visits
  • Overseeing service contracts
  • Responding to homeowners' requests
  • Providing telephone contact numbers for normal working hours and emergency 24/7


Financial Services

  • Billing and collecting assessments
  • Preparing monthly financial reports in accordance with GAAP
  • Paying vendors
  • Preparing vendor 1099
  • Preparing financial reports in accordance with GAAP
  • Preparing the annual budget with reserve updates and annual disclosures
  • Filing state and federal income tax returns
 
 
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