Management Services

Finance Management

Administrative Services

Include organizing and attending all Board of Directors' meetings, negotiating association service contracts, negotiating and making recommendations on the association's insurance coverage and handling all correspondence to or from the association. We place the highest level of priority on prompt response to client inquiries, including in person visits, phone calls, emails and written communications. We maintain a continuous awareness of the local, regional and national property insurance market.... Read More

Finance Management

Physical Property Supervision

Includes engaging, dismissing, training and supervising the association's maintenance personnel, establishing job descriptions and maintenance schedules and making regular physical inspections of the property. Maintenance employees must provide documentation of legal status, undergo a SLED background check and must pass a drug screening test. We maintain a working relationship with area landscaping and horticultural experts for advice and any special needs in the care of the property.... Read More

Finance Management

Fiscal Management Services

Includes budgeting, preparing and reviewing of financial statements, collecting of maintenance assessments, paying of association bills, assisting in the preparation of state and federal income tax returns as well as the annual audit and financial planning. We have the ability to customize a financial reporting plan for your association as well as special accounting and tracking of single payment or multi-installment special assessment. All funds are maintained in separate accounts in the association's name.... Read More