Association Management Services
- Portfolio management
Yes
- Maintenance and CAPEX projects oversight
Yes
- Policy review and development
Yes
- Property inspections and enforcement
Yes
- Online ACC process
Yes
Financial Services
- Determine assessment requirements
Yes
- Accounts receivable
Yes
- Manage daily bank accounts
Yes
- Accounts payable
Yes
- Billing
Yes
- Budget preparation
Yes
- Coordinate tax preparation
Yes
- Monthly late notices to owners
Yes
- Monthly financial statements (GAAP)
Yes
- Cash statement
Yes
- Income statement
Yes
- Monthly late pay notice
Yes
- Annual statement to owners
Yes
- Contact late pay residents and note CRM
Yes
- Collections oversight
Yes
- Individual accounting records per unit yes
Yes
- Reserve study oversight
Yes
Administrative Services
- Maintain official records
Yes
- Conduct annual meeting
Yes
- Manager report and agenda
Yes
- Enforcement of governing documents
Yes
- 24 hour answering service
Yes
- Contract negotiations
Yes
- Insurance administration
Yes
- Meeting minutes distribution
Yes
- Calendar notices for meetings
Yes
- Update and maintain resident portals
Yes
- Vendor insurance, W-9’s verification
Yes
- Technology/homeowner portal
Yes
- Utility audit