Our services.
Everything you need to manage anything HOA.
It all begins with a partnership. Maybe you need full-service management. Maybe you only need financial management, and your volunteer board can handle the rest. Or maybe you want a self-managed community but need expert advice to get started. Whatever type of management you need, we can help you be successful.
We’ll help you with…
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Administrative Management
Maintain an up-to-date homeowner records database, monitor and document architectural control violations, and handle all HOA printings and mailings, including newsletters and annual meeting notices.
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Financial Management
Develop and execute the annual operating budget. Plus, coordinate and provide full monthly financial statements, maintain balance sheets, track/monitor reserve funds, and reconcile bank accounts monthly.
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Assessments + Delinquencies
Send invoices, collect payments, and process payments. We’ll also send late notices, assess additional fees, work with legal assistance, and provide real-time account access, when necessary.
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Meetings + Elections
Assist with association and board meetings, as well as with the board of directors’ election, including creating and tracking ballots. If you’d like to transition to virtual meetings, we can help you find and manage the right conferencing tool for your needs.
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Common Area Maintenance
Assist with every aspect of your property needs, including project review and recommendations, specification and scope of work documents, preventative maintenance review and implementation, assistance with the Architectural Review of homeowner changes for compliance, and more.
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Vendors
Coordinate with vendors, including reviewing and paying bills and maintaining records.