Accounting Services

• Provide complete Financial Reports
• Provide Engagement Letter for year-end tax preparation and review/audit
• Assist the Board of Directors with delinquent account process per legal documents
• Prepare Operating  Budget
• Assist the Board of Directors in Investment and Cash Management
• Assist the Board of Directors with Records Retention Program
• Establish and maintain filing system
• Establish a Lockbox Service
• Assessment collection
• Disbursement of association funds
• Assist with review of Reserve Analysis Plan

Administrative Service

• Prepare meeting minutes
• Prepare New Homeowner Welcome Packet
• Assist and facilitate transition process 

Management Services

• Act as Advisor to the Board of Directors
• Administer Annual Meeting process
• Act as liaison between Homeowners and Board of Directors
• Serve as liaison for professional services
• Investigate potential insurance claims
• Prepare Resale Disclosure
• Prepare Board of Director Meeting Packet
• Secure necessary licenses
• Annual business renewal filing

 Rental Services for Homeowners

• Rental advertising
• Unit showings
• Schedule repairs, cleaning and painting
• Following Association Rental Policies
• Applicant screening

Maintenance/Vendor Services

• Inspect association property and provide inspection reports
• Maintain a 24-hour, 7-days a week emergency response service
• Assist Board of Directors with the bid process for association maintenance
• Ensure all association vendors meet association insurance requirements & licenses
• Assist in developing preventative maintenance schedules
• Facilitate winterization
• Assist with Insurance Claim Process
• Provide disaster cleanup and reconstruction
  

Homeowner Services

• Assist with complaint and dispute resolution
• Prepare Homeowner correspondence – newsletters, notices and letters, etc.
• Prepare Association Annual Calendar
• Prepare Annual Report per legal documents
• Assist with on-site staff