Our services include the following however being a medium sized management firm we are able to add or tailor certain services to meet the specific needs of your community.
Finance & Accounting
- Issue checks to all vendors
- Assessment collections
- Monthly financial reports
- End of year accounting
- Yearly budget development and tracking
- Payment coupon ordering and distribution
Board Meetings
Attend Board and Member Meetings to assist with compliance and provide supplemental information to meeting topics. Share experience and strategies used with other communities and handle mailing and posting meeting notices.
Project Assistance
Assist in project scope development. Meet with vendors on property to ensure accurate competitive quotes during the competitive bidding process. Provide Board insight and feedback drawing from our working experience with vendors.
Property Inspections
Perform routine property inspections. Provide the Board with feedback based on inspections and observations which includes properties in violation of association documents.
Unit Transfers
Collect sale and rental applications along with any other required documentation as directed by association polices. Run criminal and credit reports if needed. Schedule interviews with applicants to go over rules and regulations and to answer any questions they might have about living in the community.
Association Records
Keep and maintain Association records and documents per Florida statute. We utilize an electronic filing system on a moving forward basis to reduce storage costs. Once certain files are no longer legally required, we ask the Board for permission and authorization to have them destroyed by a NAID AAA certified shredding company.
Emergency Contact
We keep and maintain a 24/7 emergency line so owners can always reach a manger in case of an emergency.
Owner Portal
Provide owners with access to their own online portal. This conveniently allows owners to view account balances, view and download association documents, forms, applications, meeting information and newsletters.