HOA Services


Fiscal Management

  • Prompt handling of all homeowner inquiries
  • Assessment collection and bank deposits
  • Assistance in preparation of the annual budget
  • Disbursal of funds as directed by the Board of Directors
  • Preparation of monthly Income/Expense statements and Balance Sheet
  • Processing and handling of delinquencies
  • Receipt, review and processing of invoices for payment by association
  • Coordination with auditor to finalize year-end audit, tax returns
  • Corporation filings with the State
  • Report generation

Administrative Management

  • Committed support to Board of Directors
  • Assistance with legal matters
  • Assistance with incoming/outgoing correspondence
  • Attendance at Board of Director meetings and Annual meeting
  • Online accounting visible to all board members and HOA members
  • Obtaining competitive bids for services as requested by Board of Directors
  • Selection of insurance providers and policies with Board approval
  • Supervision of contractors hired by the association
  • Marketing support for association activities and communications
  • Community web site access for association members

Physical Management

  • Supervision of contractors
  • Emergency site visits to ensure contractor performance
  • Frequent review of community (Video recorded drive through each month)
  • Assistance in enforcement of community association covenants, conditions, and restrictions
  • CC&R infraction tracking
  • Liaise with city/state/county authorities as needed (police, fire, claims adjusters, neighborhood watch, etc.)
  • Full reporting to Board of Directors