Services We Provide

Financial Services

• Bookkeeping 

• Budget Preparation, annual, Monthly and quarterly

• Collection of Assessments 

• Collection of Special Assessments 

• Delinquent Collection & Processing 

• Electronic Payment 

• Financial Audits 

• Financial Statements 

• Invoice Processing & Disbursement 

• Reserves Investment 

• Tax Preparation

• HOA budget preparation

• Processing all 1099 forms for vendors

• Delinquent owners collections with legal when necessary 

• Paying vendor invoices & association bills via check and Electronic Payments

Board & Member Meetings

• Board Meeting Minutes 

• Member Meeting Minutes

• Executive Meeting Minutes 

• Preparation of agendas for all meetings 

Site Services

• Community Inspection 

• Estoppel Service for Real Estate closings and title transfers

• Maintenance Request Processing 

• Contract Bidding, Development, & Management 

• Major Improvement Contract Bidding & Management

• Day to day operations, pool, gate, clubhouse keys or rentals.  

• Common Area Maintenance vendor communication and hiring. 

• Maintaining tenant information sheets. 

• Maintaining parking registration logs.

• Facilitation tow cards and logs for parking violations.