Financial Management

• Billing & Collection of association assessments
• Creation of budget
• Preperation of monthly financial reports
• Maintain and reconsile all bank accounts
• CPA recommendations for audits and tax returns
• Personal service provided to all owners regarding account status
• Goal setting (CD, Money Market and Investment Recommendations)
• Insure all delinquent accounts are handled promptly
• Assistance with Reserve Study
• Timely Estoppel preperation

Boardmember Services

• We will work closely with the boardmembers to understand the needs of your community
• Weekly updates emailed to boardmembers regarding all pending community issues
• We form boardmember relationships - all clients are treated as if they were the only client
• Attend Board Meetings
• Personal service with 100% Customer Satisfaction
  

Property Management Services

• Dedicated Community Association Managers
• Phone calls and emails returned within 24 hours
• 24 hour/7 day a week availability - Licensed CAM on-call at all times
• Answering service available 24 hours for emergency purposes
• All correspondance with customers and vendors handled promptly
• Expert advise regarding association issues
• On-site inspections
• Covenant & Restrictions enforcement
• Maintain and store all association official records
• Management of all vendors and contractors 
• Negotiate all new vendor contracts to include 3 bids annually
• Monitor and oversee all association contracts
• Maintain association property
• Excellent vendor relationships
• Work closely with legal regarding any association issues
• Handle all aspects of the annual membership meeting (to include: preparing of documents, mailings & meeting facilitation)