Fiscal Management

• Prompt handling of all homeowner inquiries
• Assessment collection and bank deposits
• Assistance in preparation of the annual budget
• Disbursal of funds as directed by the Board of Directors
• Preparation of monthly Income/Expense statements and Balance Sheet
• Maintenance of a separate account for each homeowner
• Processing and handling of delinquencies
• Receipt, review and processing of invoices for payment by association
• Coordination with auditor to finalize year-end audit, tax returns
• Corporation filings with the State
• Report generation
• Direct Debit

Administrative Management

• Committed support to Board of Directors
• Assistance with legal matters
• Assistance with incoming/outgoing correspondence
• Attendance at Board of Director meetings and Annual meeting
• Monitoring of local/national laws and advice on pertinent legislative issues
• Seminars/workshops for Board members
• Obtaining competitive bids for services as requested by Board of Directors
• Selection of insurance providers and policies with Board approval
• Supervision of contractors hired by the association
• Marketing support for association activities and communications
• Community web site access for association members (view demo here)
• Board Packet

Physical Management

• Supervision of contractors
• Emergency site visits to ensure contractor performance
• Frequent review of community
• Assistance in enforcement of community association covenants, conditions, and restrictions
• ARC and CC&R tracking
• Liaise with city/state/county authorities as needed (police, fire, claims adjusters, neighborhood watch, etc.)
• Full reporting to Board of Directors
• 24-hour availability/on-call maintenance