Our Services

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.


  • 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


  • 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