Financial Services

Full service accounting with Reports available for viewing Online. Complete, accurate & timely. Produce all necessary financial reports. Accurate reporting of all assessment-billing statements. Calculate & pay all employee payroll taxes for on-site employees. Prepare & send all tax reporting forms. Procedures to prevent fraud. Budget preparation.

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Maintenance

Dedicated to customer satisfaction and superior service. Scheduled preventative maintenance programs. Routine supervision & maintenance of all mechanical systems. Grounds & janitorial services. Supervision of all maintenance contracts. Periodic inspections, with recommendations reported to committee. Coordinate and monitor the activity and performance of maintenance providers. Supervise work, whether performed by our people or yours. Inspect Units, regular and post storm.

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Meeting Administration

Coordinate and provide all documents necessary to carryout meetings. Prepare agenda and minutes. Mail required notices to owners. Attend committee meetings and publish minutes. Process elections and voting. Attend a designated number of owner’s and committee meetings throughout the year.

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Coincierge Services Available

Bill Paying, telephone, electric, property taxes, maids, etc. FAX, copy, and other secretarial services available.

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Capital Projects

Reserve Fund Analysis and Computation Project Specification Contractor bid packages

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Record Management

Retain the Regime, By-laws, Meeting Minutes, and all other important records in hard copy or digital format. Online access to financial and association records.

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