Fiscal Management

• Prompt handling of all homeowner inquiries
• Assessment collection and bank deposits
• Assistance in preparation of the annual budget
• Disbursal of funds as directed by the Board of Directors
• Preparation of Income/Expense statements and Balance Sheet
• Bank reconciliation
• Maintenance of a separate account for each homeowner
• Processing and handling of delinquencies
• Receipt, review and processing of invoices for payment by association
• Coordination with accountant to finalize year-end reports and tax returns
• Corporation filings with the state
• Report generation
• Direct debit
• Maintain fiscal records
• Handle inquiries from real estate agents, lenders, appraisers, title companies and attorneys

Administrative Management 

• Committed support to Board of Directors
• Assistance with legal matters
• Assistance with incoming/outgoing correspondence
• Attendance at Board of Director meetings and Annual meeting
• Monitoring of local/national laws and advice on pertinent legislative issues
• Obtain competitive bids for services as requested by Board of Directors
• Selection of insurance providers and policies with Board approval
• Supervision of contractors hired by the association
• Marketing support for association activities and communications
• Maintain records
   

Physical Management

• Selection and supervision of contractors
• Emergency site visits to ensure contractor performance
• Frequent on-site review of community
• Assistance in enforcement of community association covenants, conditions, and restrictions
• Architectural Control and Covenant tracking
• Liaise with city/state/county authorities as needed
• Liaise with counsel, accountant, insurance company as needed
• Full reporting to Board of Directors