Property Owner Association Management

Financial and Administrative Services

• Assessment Collection
• Delinquent Account Assistance
• Monthly Bills and Invoices
• Financial Reports
• Attorney Liaison
• Insurance Liaison
• Members Directory
• Records and Filing
• Vendor Insurance Verification
• General Correspondence
• Cash Management of Reserve Funds
• Tax Return Assistance (Coordination with CPA)
• Lien and Lawsuit Filing (Coordination with attorney)
• Budget Preparation
• Year-End Financial Report
• Capital Reserve Analysis
• Newsletter Assistance (May include additional costs)
• Registered Agent
• New Member Welcome Package
• Resale Coordination Assistance

Covenant Administration

• Regular Inspections
• Covenant Enforcement Reports
• Violation Correspondence
• Fining or Suspensions
• Meeting Attendance
• Architectural Rules
• Modification Request Assistance
• Architectural Advisement
• Covenant and Rule Comprehension

Complete Management Services

• Online Maintenance Requests
• Maintenance Services
• Requests for Proposals
• Work Orders and Tracking
• Facility Maintenance Reviews
• Contract Review and Follow-up
• Inventory of Association Assets
• Developer Transition Process
• Monthly Management Reports
• Board Meetings
• Organize Community Meetings
• Committee Assistance
• Board Education and Training
• Clubhouse Reservations (Where applicable)
• Special Projects Management
• 24/7 Emergency Maintenance Staff