Our Services

Fiscal

  • Assessment billing & collection
  • Special assessment billing and collection
  • Delinquency notices & follow-up
  • Initiate lien filings with collection firm
  • Timely processing of accounts payable
  • Payroll accounting for on-site personnel
  • Monthly financial statements & reconciliations
  • Coordinate Tax return preparation with CPA
  • Year-end financial reports & filing
  • Coordinate Year-end audit or review with CPA
  • Budget preparation and management
  • Reserve Reviewing w/ Reserve Study Specialist
  • Loan Procurement

Administrative

  • Board meeting coordination & attendance
  • Additional or Special meeting attendance
  • Annual meeting coordination & attendance
  • Minute distribution
  • Member roster maintenance
  • Tenant (renter/lessee) roster
  • Records and files maintenance
  • Special copying projects
  • Resales and Refinances
  • Distribute all types of resident notices
  • Distribute move-in packets
  • Website
  • Website management
  • Monthly association status report
  • Review standard operating procedures
  • Periodic inventory of association property
  • Liaison with association attorney
  • Liaison with municipality
  • After-hours answering & emergency services
  • Recording & processing of service orders
  • Rules enforcement
  • Liaison with insurance company
  • General correspondence/communication
  • Supervision of on-site personnel & contractors
  • Insurance claim management

Building Maintenance & Services

  • Management of Reserve Study
  • Manage and execute Maintenance Plan
  • Specification/bid preparation and coordination
  • Coordinate and monitor project/contractor
  • Utility management
  • Work order management
  • Janitorial & housekeeping
  • Vendor coordination
  • Minor repairs/maintenance
  • Major rehab supervision
  • Property/building inspections
  • Building services and maintenance staffing oversight

Miscellaneous

  • Concierge Services
  • Concierge Services Management