It’s all about enhancing the value of your community –
strong management is a key ingredient to achieving your goal.
Though each HOA is different, and some may require Accounting Only Services, here are some of the full service options we provide:
* Bookkeeping and maintenance / reconciliation of all accounts
* Receipt and payment of all bills
* Receipt and accounting of all assessments
* Provide summary of account activity
* Invoicing of homeowners assessments
* Maintain list of homeowners
* Prepare summary report of activity for board meetings
* Maintain email account for board and resident use
* Prepare and propose annual budget
* Prepare and file all tax forms
* Bid for services and review contracts as needed
* Deliver meeting notices to homeowners
Services as Needed
* Prepare and deliver notices of covenant violations
* File liens on delinquent homeowners for assessments
* Provide closing attorneys/title companies assessments reports
* Attend board meetings as requested and available
* Propose site for annual homeowners meeting and attend
* Provide best practices advice to board and committees
Other Services Charged at Cost
* Website development and maintenance, including posting of bylaws and covenants, meeting notices, payment of assessments online
* Initiate lawsuits, garnishments, or foreclosure to enforce and collect assessments
* Initiate lawsuits to enforce covenants
* Discounted closing fees for purchase of property or refinances for residents in your neighborhood
When the bottom line matters most ......
We provide full service financial management with detailed reporting performed in an easy to understand format. We have the highest level of integrity and full transparency, which allows you to have comfort with your HOA's finances and future. We understand the level of security and trust you place in us, and we take every measure to provide an overall reporting program that will keep you up-to-date and secure with your community's financial standing.
* Please note that costs associated with additional services, mailing, filing fees, etc. are not included in management fee.