Financial Services
Audits: We assist the Association’s outside accountant in performing the annual and federal income tax preparation.
Bank Accounts: We ensure that all accounts (operating, reserve, etc.) are properly set up, maintained, and reconciled.
Budget: We prepare annual operating budgets for the Board and/or Association’s approval, as well as help the Board of Directors focus on a long-range capital replacement reserve schedule.
Collections: We enforce collections of monthly assessments and charges while maintaining a professional, aggressive follow-up action on all unpaid assessments and feeds.
Financial Statements: We prepare monthly statements showing total monthly and year-to-date activity.
Invoices: We approve and pay all invoices in accordance with the budget. We provide copies of all bills and invoices paid from the Association's account upon request.
Monthly Assessments: We collect all dues via direct deposit, debit cards and credit cards.
Resident Ledgers: We keep accurate records of homeowners' occupancy, and receipts, and distribute monthly billing statements
Physical Plant Service
Inspections: We conduct inspections of Association common areas regularly. Property, grounds, equipment and all facilities are inspected and reports of the property with recommendations are given to the Board of Directors.
Landscaping: We select and supervise landscaping services while assuring that all landscape maintenance agreements are followed.
Major Maintenance: We arrange for outside professional consultants to prepare specifications, obtain and award bids, prepare contracts, and oversee the execution of work to verify compliance when needed.
Preventative Maintenance: We provide a preventative maintenance program for all facilities and grounds and coordinate scheduled and unscheduled maintenance needs.
Repairs: We order requested/necessary repairs, oversee all work and inspect the final product.
Customer Service
Residential Relations: We respond to all concerns, complaints, suggestions and questions in a professional prompt process.
Questions and Concerns: We are available upon request to meet with board members and unit members