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The following is a list of services we offer. If you are interested in a service that is not on this list please let us know. We are more than willing to customize services to your Association's requirements.
Accounting Services
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Open Bank Accounts in the Association Name
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Establish Filing System
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Define Chart of Accounts
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Create Appropriate Journals
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Assist the Board in Delinquency Collection Procedures
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Prepare Operating Budget and Reserve Budget
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Collect Assessments and Disburse Funds at the Board Direction
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Assist the Board of Directors in Investment and Cash Management
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Year End Tax Preparation for Independent Review/Audit
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Issue Customized Financial Statements
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Customized Financial Management Services
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Lockbox Services
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Warehouse Association Financial Records
Administrative Services
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Guidance & Assistance Through Developer/Builder Transitions
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Association Web Site Development and Support
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Association Organization
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Meeting Coordination & Attendance
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Records & Files Maintenance
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Operating Procedures Review
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General Association Correspondence
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Association Inventory
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Rules & Regulations Enforcement
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Architectural Control Enforcement
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Review Insurance Policies
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Distribute Association Correspondence
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Record Minutes
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Maintenance Request Management
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Resale Certification Management
Consulting Services
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Review Documents and Analyze the Site Plans
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Critique Proposals
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Perform and Review Feasibility Studies
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Develop Budget & Analyze Reserves
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Prepare Community Maintenance Programs
Inspections & Maintenance
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Inspect all Association Property and Provide Inspection Reports.
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Maintain a 24-Hour, 7 Days a Week, 365 Days a Year Emergency Response Phone Number
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Provide a Quick Response to All Emergency Situations
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Support the Board in the Creation of Emergency Procedures & Guidelines
Vendor Services
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Manage Competitive Bids Processes for Association Maintenance
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Provide Board With Reccomendations & Contract Supervision
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Ensure All Vendors Meet Association Insurance Requirements
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Monitor & Inspect Quality of Vendor Services
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Recommend Professionals Specializing in Association Issues; Lawyers, CPA's, Architects, etc. |