Our Services
Property Management -
Perform regular site inspections -
Receive and process service requires for repairs and maintenance -
Advise of major problems or trends in maintenance service requests. -
Arrange for prompt response to emergency service requests. We provide an “on-call” service for emergencies that occur during non-business hours. -
Handle problems in a responsive and personal manner. Our office is open from 8:30 a.m. to 5:00 p.m. Monday to Thursday, and from 8:30 a.m. to 2:00 p.m. on Friday. -
Assist the Board with contract specifications, and competitive bidding for non-emergency services. -
Direct contractors providing recurring service, and monitor contractor performance to ensure compliance with contract specifications. Financial Management -
Assist the Board with the preperation of the annual operating budget. -
Provide the Board with a monthly financial statement to include a balance sheet, income and expense statement, disbursement and receipt journal, and a delinquency listing. The income and expense statement will include an analysis of y-t-d income and expense as compared to the monthly and the annual budget. -
Receive, review and approve vendor invoices and other bills, and prepare checks for payment and subsequent mailing. -
Collect all assessments, and deposit receipts in the Association’s bank account(s). -
Payment coupons are provided for associations with monthly assessments. Statements are mailed to Associations whose dues are paid less frequently.
We accept payment by check, by direct debit, and by credit card. -
Maintain a record of homeowner dues and receipts, and provide the Board with a monthly delinquency listing. We will send monthly late notices. -
Assist the client’s legal counsel, as necessary, to initiate required legal action consistent with the Association’s By-Laws, Covenants, Conditions and Restrictions. -
Assist the Association’s CPA with preparation of the annual tax return and audit. Administrative Management -
Receive and investigate significant complaints regarding rule violations, and take appropriate corrective action. -
Assist in preparation of all general correspondence, and maintain records of all client correspondence received or issued. -
Assist the client in coordinating general membership meetings.
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