Efficient management and maintenance of communities is a service we take seriously.

A healthy association will improve a property's competitive position in the market. The success of a well-managed community takes a day to day commitment of 100%. That is what we do.

Financial Services

Budget Preparation

~ Prepare and submit to the Board budget information based on historic and current contract costs in the budget preparation and approval process.

~ Prepare the final budget for Board approval.

Assessments

~ Invoice all regular and special assessments in accordance with the Board of Directors and the regime/association documents.

~ Regular follow-up of all delinquent accounts.

~ Coordinate attorney's involvement regarding lien filings and foreclosures if requested by the Board.

Management of Funds

~ Establish individual regime/association accounts with Board approved financial institutions.

~ Maximize return on invested funds as directed by the Board.

Disbursements

~ Disburse funds as approved by the Board.

~ Review and approve individual invoices.

~ Review and approve all contract payments.

Financial Statements

~ Provide the Board statements including balance sheet, statement of operations with comparisons to budget, and cash flow.

~ Prepare a detailed analysis of all disbursements.

~ Prepare a monthly aging of assessment receivables.

~ Prepare an explanation of all budget variances.