Our Services
We Offer a Range of Services to Meet Your Needs
Community & Administrative Management Services
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Prepare for and attend regular membership meetings
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Preparation of annual budgets
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Prompt handling of all membership inquiries
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Communication through online broadcast message boards and portals
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Selection of insurance providers and policies for Board approvals
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Obtain competitive bids for services
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Arrange specialist to conduct annual reserve studies
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Prepare quarterly newsletters
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Monitor local/national laws and advice on pertinent legislative laws
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Liaison for city/county/state authorities as needed
Accounting & Financial Management
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Management of balance sheets
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Profit/loss statements with budget variances
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Detailed general ledgers
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Budget variance reports
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Month-to-date check registers
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Cash disbursement records
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Invoice history records
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Bank reconciliation reports
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Aged receivables
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Distribution of assessment coupon books or statements
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Assessment collection and bank deposits (lockbox, ACH, online)
Consulting
Our team of seasoned professionals is available for consulting services on any of the following:
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​Leasing strategies​
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Welcome kits and move-in experience
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Online portal and mobile app evaluations
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Maintenance response audits
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Vendor contract reviews and RFP process consulting
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Energy efficiency and sustainability strategy
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Community-building events calendar
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Emergency communication plans
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And more!
