Management Services

Association Governance Services

A cornerstone of a successful association is effective governance principles and practices – principles that support communication and practices that delineate responsibilities.

Business and Financial Services

Maintaining complete, accurate, and timely association financials is a cornerstone of our firm. We produce all the necessary business and financial information your association will need to make sound decisions.

From developing Pro-Forma operating budgets to reserve funding, our firm has the resources to protect and maintain the financial health of your association. As part of our services we provide the following financial reports on both an interim and annual basis:

  • Accounts Receivable Report
  • Balance Sheet
  • Bank Reconciliation of All Accounts
  • Budget Comparison Report
  • Cash Disbursement Report
  • Operating Budget

Community Building Services

Our managers play a key role in building a sense of community and positively affecting members’ perceptions of their association through consistent communications and management of quality events. To help increase community involvement and volunteer effort, our managers focus on a comprehensive communications program to educate members and provide them with a better understanding of association life. Through printed association newsletters to leading Online Services that provide members with convenience and accessibility to association information and activities, we offer a complete and unparalleled solution for our clients.

Online Services

Our “Smart Technology” service has been created to bring convenience, savings, accessibility to information, and management efficiency to community associations, their professional managers and staff, board of directors, committees, volunteers, and residents. Our online services will help you to instantly, efficiently, and economically:

  • Distribute association information and documents
  • Target and send group emails and mailings
  • Collect resident information and requests
  • Collect assessment payments and fees
  • Support resident self-service and access to information
  • Optimize use of volunteer time and resources
  • Provide education on procedures and rules

Property Management Services

We know that a well-maintained property produces the highest returns for owners – and we’re proud to offer a long list of satisfied owners as testimony to our maintenance programs. Our staff has the ability to identify and solve your maintenance issues quickly and effectively utilizing our network of carefully screened vendors –┬ávendors who know the level of service and quality our clients expect. As part of our maintenance program, we provide regular site inspections of the property, present our findings to the Board, and assist in securing bids when maintenance work is needed.