Overview of Association Management Services

We offer superior communication not only to Board members but to all members of the association. We answer our own phone, no need for machines or call centers. Our Board packages provide a complete review of what has occurred since the last meeting and any action items that need the Boards attention.

Financial Management Services include

  • Financial Board packages
  • Monthly/quarterly account statements
  • Budget preparation
  • Accounts receivable
  • Collection
  • Accounts payable
  • Financial reporting
  • Tax and audit assistance/coordination
  • Reserve investment consulting
  • Digital record keeping

Full Service Association Management services include

  • Financial management services as shown above plus
  • Complete Board packages
  • Monthly/quarterly meeting attendance
  • Detailed management activity report
  • Reserve study review and procurement
  • Vendor management
  • Contract management
  • Customized “Request for Proposal” preparation
  • Budget preparation
  • Inspections
  • Common area inspections
  • Extensive maintenance experience
  • Governing document enforcement
  • Assistance with policy resolution changes, rules and regulations, parking, etc.