Accounting Services
• Bill, collect and deposit assessments
• Send delinquent notices and submit to Board statement of delinquent accounts
• Coordinate collection actions when directed by the Board
• Pay all obligations of Association as provided in the budget or approved by Board
• Prepare quarterly or monthly fiancial statements
• Cause all necessary tax reports to be prepared
• Assist the Board in drafting annual budgets
Insurance Coverage
• Define requirements in Declaration
• Ascertain replacement value or required value
• Obtain bids and place insurance
• Process Association's insurance claims
Administrative Functions
• Consult with the Board on standards to be maintained for the Association
• Assist Board with Interpreting the Declarations, Covenants, and By-Laws
• Attempt to secure compliance by owners/guests with the Declarations, By-Laws and Rules
• Coordinate meetings, meeting agendas & notices, attend meetings, distribute Board packages • Process Architectural Review Applications
• Maintain thorough communications with Board members
• Assist Homeowners regarding questions and issues
• Maintain and provide and provide access to association records
• Maintain homeowner database
Attend Board meetings
• Assist in preparations for homeowners meetings and attend them
• Distribute pertinent information to owners as agreed upon
• Recommend and set up operating procedures for the handling of maintenance and complaints
• Assist Board in defining areas of responsibility of owners and Association
Computer Services
• Provide a basic web presence for each client associations to download association rules, by-
laws, covenants, clubhouse reservation forms, and other online documents
• Web access for homeowners to securely view their dues payment history, architectural
review history, and to track the progress of their work requests through our computerized work
order system.
• All web site homeowner data is populated by our accounting software developed for the unique
needs of homeowner associations. Owners can view their homeowner data as it is set up in our
database and can submit online any corrections or changes.
The required services may be customized depending on the size and type of association.