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When it comes to Excellence in Management:

 

General Services

 

  • Work in close liaison with Board and homeowners/vendors; log appropriate information

  • Prepares Board meeting packets

  • Prepares Annual meeting packet for owners

  • Attends and helps navigate Board and Annual meetings

  • Maintains electronic files of minutes and association activity

  • Violation inspections as set by the Board in the contract

  • Drafts violation letters  and owner correspondence

  • Logs and tracks architectural requests

  • Assists with supervision of contracts

  • Manages Accounts Payable; audit and prepare payments

  • Manages Accounts Receivable; invoice, collect payments and manage legal process

  • Provides guidance on legal issues and works with attorney to minimize risk and costs to the Association

  • Provides information on new legislation

  • Assists in Budget preparation

  • Prepares/Sends electronic monthly financial overviews – Reconciliations, Aging Summary, P&L and Balance Sheet

  • Coordinates with CPA on Association Audit and Taxes

  • Administration and coordination of Insurance Master policy and administration of claim

 

 

 

 

 

 

 

Financial Services

 

  • Prepare monthly and annual Financial Reports

  • Maintain Association records on all operating and replacement reserve accounts

  • Prepare Bank reconciliations

  • Prepare Association Financials for FYE Taxes and Audit

  • Recommendations for Fiscal Year budgeting

  • Coordinate and maintain signature card renewals

  • Maintain owner accounts and contact lists

  • Prepare mailing labels and maintain email address directory for Homeowner correspondence

  • Maintain account history for all homeowners

  • Process Special and Annual Assessments as directed by the Board

  • Process fines and legal cost for homeowner accounts when appropriate

  • Initiate Legal and Collection letters

  • Initiate lien processes

  • Receive, audit and process vendor invoices matching to approvals from Board

  • Prepare invoice payments for Board approval and signatures

  • Mail out/make payments to vendors

 

 

 

 

 

 

Maintenance Services

 

  • Inspect common areas, per contract

  • Handles emergency calls and duties

  • Obtain proposals from vendors using specifications to compare bids

  • Initiate corrective work with vendors

  • Aid Board in Vendor selection by analyzing proposals, creating spreadsheets for easy analysis and making recommendations

  • Assist in supervision of vendors

  • Enforce CC&R’s as directed by the Board

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