Homeowners Association Management Services

• Bill and collect Association Assessments
• Send late notices for Assessments that are past due
• File Liens for non-payment of Assessments and Fines
• Process and Pay Bills
• Maintain and reconcile bank accounts for the Association
• Provide each Board Member with monthly accounting statements that will include the following:
  • Budget Comparison Report
  • Balance Sheet
  • Delinquent Assessment Report
  • Activity Statement
  • Copies of Paid Bills
  • Checking Account Reconciliation Statement
  • Copies of Bank Statements
• Help draft a yearly budget
• Assist with Reserve Studies
• Assist with Annual IRS Tax Return; Audits
• Maintain current database of property owners
• Provide Escrow agent with account balances and charges relating to new ownership

• Conduct with a written agenda and by parliamentry procedures
• Attend Board meetings, provide data, copies of correspondence and drive through inspection
• Answer questions pertaining to financial statements and give a manager's report
• Advise and assist board to establish consistent Policies and Procedures
• Assist Board with creating payment, collection & CC&R Enforcement Policies
• Provide Board members with copies of meeting minutes

• Perform regular inspections of the common areas and individual lots (applicable to HOA's)
• Send violation notices to property owners
• Provide Board with copy of inspection report and violation notices mailed to homeowners
• Assist Board in securing compliance of the violation
• Set up hearing with homeowner
• Refer Legal Counsel

• Print and mail residents notice of Homeowners meetings
• Attend Homeowners meetings
• Assist with the election of the Board of Directors
• Provide homeowners with annual financial reports and budgets

• Assist with maintenance, repairs and replacement of capital assets
• Provide Resale Certificates and complete lender questionnaires
• Mail Newsletters
• Assist with Insurance Renewals
• Assist with Annual State Non-Profit Corporation Report
• And More

Please click here for a list of HOAs we manage