Accounting Services

• Assessment Collection
• Board Assistance with Budget Preparation
• Bookkeeping
• Budget Meetings
• Check Preparation
• Deposits of Association Funds
• Monitor Investments
• Monthly Financial Reports
• Balance Sheet
• Income Statement
• Accounts Receivable
• Accounts Payable
• Budget Comparison
• Variance Report
• Delinquency Follow-up
• Reconciliation Reports
• Payroll
• Reserves Management
• Special Assessment Preparation
• Tax Preparation Coordination
• Year-End Audit/Review Coordination

Administration Services

• Annual Management Plans
• Association Website
• Board of Director Training
• Draft Board Meeting Minutes
• Draft Status Letters (at expense of Seller)
• Facilitate Board Meetings
• Owners Handbooks
• Maintain Owner Roster
• Maintain Records
• Management of Insurance
• Meeting Preparation
• Policy Development
• Prepare and Distribute Meeting Agenda Information
• Prepare Late Assessment Notices
• Provide Monthly Management Reports
• Publish and Distribute Newsletters
• Risk Management Assessments
• Rules Administration
• Site Staff Hiring, Supervision, and Training
• Supervise On-site Personnel and Contractors
• Work with Legal Counsel (as directed by the Board)

Maintenance

• Full service maintenance including:
• Custodial Services
• Pool Operation
• 24-hour Emergency Service
• Obtain Bids
• Contract Negotiations and Monitoring
• Property Inspections
• Create Preventative Maintenance Schedule