Banner Image
Services

We provide management and accounting services.

A customized portfolio of services will be developed depending upon the needs of your association. 


Contact us for more specific information.



ACCOUNTING/FINANCIAL
  • Receive and record owner payments
  • Prepare and mail delinquency notices
  • Monitor seriously delinquent accounts
  • Invoice approval and preparation of checks for board signature
  • Preparation of monthly financial reports
  • Annual accountant assistance
  • Monitor annual and long term reserve plan
  • Preparation of annual operating budget for board’s review

ADMINISTRATIVE
  • Preparation and distribution of all notices and correspondence
  • Assist the board in the enforcement of rules
  • Provide liaison with association’s professionals (attorney, engineers, etc)
  • Attend board meetings and provide managers report and assistance
  • Act as conduit between board and unit owners

MAINTENANCE
  • Provide site visits
  • Receive service requests and arrange for prompt corrective action.
  • Provide 24 hour service for emergencies.
  • Monitor contractors and employees as required.
  • Administer and coordinate insurance claim repairs.

AFFILIATIONS
  • Member CACM Management Firm Council
  • Member Community Associations Institute
  • Member Executive Council of Homeowners