We provide full-service management and “a la carte” services such as accounting or administrative only, so you only pay for the services you need.

Administrative

• Annual and board meeting management including attendance, planning, meeting minutes and board packets
• Contract bids and negotiations
• Adherence to CCIOA State and local statutes
• Tracking architectural control and covenant enforcement
• Administer insurance claims and repairs
• Real estate status and information letters
• After hours assistance to owners and guests
• File annual notices and reports
• Maintain website for association information
• work with owners for online payments and website navigation

Maintenance duties depending on the unique needs of an Association

Financial

• Establish and maintain bank accounts
• Collect dues and assessments from owners
• Manage delinquent assessments via a collection policy
• Pay association expenses in a timely manner
• Preparation of annual operating budget draft
• Provide assistance to the CPA for review or audit
• Produce monthly financial statements, budget variance report, income statements, balance sheet and aging reports