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 Financial Services

Bank Accounts:  Assure that all operating, reserve and other accounts are properly set up, maintained and reconciled.

Collections: Enforce collections of monthly assessments and other charges. Maintain aggressive follow-up action on all unpaid assessments or fees.

Resident Ledgers: Keep accurate records of homeowner occupancy and receipts. Distribute monthly billing statements.

Budget: Prepare annual operating budget for review and approval by Board and/or Association. Help Board of Directors focus on long-range capital replacement reserve schedule.

Invoices: Approve and pay all invoices in accordance with the approved budget. Provide copies of all bills and invoices paid from the Association's account if requested.

Financial Statements: Prepare monthly financial statements showing total monthly and year-to-date activity by the line item.

Audits:  Assist the Association's outside account/auditor in performing the annual and federal income tax preparation.

Monthly Assessments: Direct deposit, debit cards and credit cards accepted.

 Physical Plant Services

Inspections: Conduct inspections of Association common areas three times per week. Property, grounds, equipment and other facilities. Inspection reports of the property and recommendations will be given to the Board of Directors.

Major Maintenance Project Management: Arrange for outside professional consultant (when needed) to prepare specifications, obtain and award bids, prepare contract, oversee execution of work to verify compliance will all specifications.

Preventative Maintenance: Provide a preventive maintenance program for building and grounds. Coordinate scheduled and unscheduled maintenance activities.

Repairs: Order requested or necessary repairs and oversee the work and inspect finished product.

Landscaping: Select and supervise landscaping services, work to assure that landscape maintenance agreement is being followed.

 Customer Service

Residential Relations: Respond to complaints, concerns, suggestions or questions in a prompt and systematic manner.

Questions and Concerns: Provide 2 hours per week or as needed the Manager to meet with residents at a specific place on site.