Financial Services

• Annual budget preparation
• Assessment collection services
• Accounts receivable and payable processing
• Comprehensive monthly financial reporting including:
  • Balance Sheet
  • Budget analysis
  • General ledger
  • Accounts payable and receivable summary
  • Reconciliation of accounts
  • Investment summary
• Long range reserve analysis
• Secure accessible web based accounting

Community Administration

• Maintenance of Association documents
• Preparation of resale disclosure documentation
• Community web site
• Board and annual meeting preparation, attendance, and follow-up
• Homeowner construction coordination
• Rental oversight
• Document interpretation and enforcement
• Common area scheduling
• New homeowner orientation and documentation

Property Operations

• 24 hour on call dispatch and emergency service
• Service contract specification, bidding, and selection recommendation
• Supervision of vendor and contract services
• Insurance procurement
• Risk management and insurance claim administration
• Documented property inspections
• Creation and execution of master maintenance calendar
• Documented life safety system inspections
• Homeowner maintenance services
• Facility staffing

Consulting and Developer Services

• New project design review
• Operational review of documents and operating budget
• Reserve analysis
• Infrastructure and amenity planning
• Coordination of facility start-up and occupancy
• Warranty administration
• Punch list management
• Staffing and training
• Development of homeowner reference and emergency documentation