Services

 Inspect property for maintenance and violations issues.
Attend all board meetings.
Prepare and distribute all meeting notices, meeting packages, and minutes of all meetings.
Maintain a roster of all unit owners complete with mailing address and phone number (if available).
Maintain all official records for ASSOCIATION including minutes, insurance policies, contracts and correspondence for a period of seven (7) years.
Coordinate and supervise all employees of the association.
Supervise contracted labor and require they provide insurance and licensing documentation.
Respond to any maintenance or violations issues from residents. 

Receive and deposit all income.
Review invoices and charges and prepare all checks for signature by an authorized signers.
Prepare payroll and payroll tax returns.
Prepare sales tax report and tax returns.
Maintain records of vendors insurance and prepare year end 1099 forms.
Deposit budgeted reserve funds into the appropriate accounts.
Print and distribute scheduled maintenance fees and assessment notices.
Maintain individual account statements for each member or client including monthly fees and all charges, including interest and/or late charges due on delinquent accounts and income directly related to each member.
Prepare monthly financial reports utilizing the appropriate method of accounting. Financial reports include a balance sheet, income statement showing budget comparisons, itemized list of expenses and income, owner’s directory showing balances for each member, bank statements and corresponding reconciliation reports.
Arrange for the annual review/audit by a Certified Public Accountant
Assist in the preparation of the annual budget, including reserve analysis. 

Post late fees, late interest and any additional charges to late accounts.
Mail collection notices to all delinquent owners in a timely fashion, as dictated by the governing documents.
Coordinate notices of intent to file liens against a property, should a member’s account become delinquent.
Forward all necessary documentation for liens or foreclosures to the association's attorney. 

Complete estoppel letters and lenders forms and provide insurance information for new owners or owners who are refinancing.
Upon notification of a pending sale, provide agent with required approval forms and status of assessments.
Upon notification of intent to lease individual property, provide lessee with approval forms.
Collect and deposit funds received from closing agent, and update all records with new owner information.
 

Provide technical support for troubleshooting computer problems.
Perform Web site review and upload documents.
Design and install wireless networks, routers and security systems.
Provide support and installation of backup systems. 

Provide credit reports.
Perform full background checks.