"Let us maximize the return and prolong the economic life of your investment."

Association and Building Services:

• Field calls and inquiries from Association members.
• Call response 24 hours a day, 365 days a year.
• Dispatching appropriate service vendor, when required.
• Follow up call to member with status update.
• Property inspection to ensure compliance with all local, county, and federal agencies.
• Periodic reports to Board of all communication with community and vendors.
• Owner relations, including service request management and complaint service management.

Administrative Services:

• Attend Board Meetings as required.
• Prepare of all materials for annual meeting.
• Working with service professionals as needed, i.e., legal counsel, CPA, engineer, insurance agent, etc.
• Dispatch warning letters to inform violators of Association covenant infractions and rules & regulations.
• Report and resolve property violations and maintain government required documentation.
• Review of reserves and reserve studies.
• Recruitment and hiring of building staff.
• Insurance management, including policy review, negotiation and procurement, premium payment and claims management.
• Inventory maintenance.
• Implementing a purchase order procedure with on-site staff.
• Contract essential services for the property, such as snow removal, extermination, utilities, etc.
• Maintain a comprehensive system of records and accounts.
• Create and maintain ownership records.
• Supply all necessary office services to support your association.

Accounting Services:

• Maintaining association financial records.
• Billing and collection of all fees.
• Monthly financial statements to Board.
• Monthly statements and "past due" letters to community members.
• Periodic review of reserve study.
• Processing vendor invoices.
• Bank reconciliation.
• Preparation of materials necessary for annual audit.
• Daily bank deposits into operating account.
• Pay all bills related to the operation of the site.
• Issue collection letters and initiate the lien process.

Vendor Relations:

• Preparation of bid specifications sent to multiple vendors when services are needed (insurance, construction, professional services, etc.)
• Cost analysis of proposals for Board review.
• Presentation to Board in simple, easy to understand format.
• Ongoing review of contractors compliance and performance.
• Ensure that all contractors maintain a valid Certificate of Insurance on file with our office.
• Address any residential/Board concerns with vendor.

If you are interested in our services and would like know more, please submit an Information Request Form and a representative will contact you as soon as possible for further discussion.