Association Management Services
We work hard to tailor our services to meet the needs of every unique client. Request a proposal today!
Community Relations
- Main point of contact and professional customer service for all residents on association-related education, information, questions, and concerns
- Buy/sell administration (title companies, realtors, lenders)
- Welcome packets for new residents
- Newsletters, surveys, and other resident communication/education
- Website management
Administration and Information Management
- Keep the Board of Directors updated with regular management reports on event history, open and completed tasks, delinquency, and violations
- Attendance at meetings
- Maintain association records (rosters, resolutions, guidelines, etc.)
- Manage architectural control processes and communications
- Project management
Governance
- Assist with development of consistent policies, procedures, and controls
- Enforcement of governing documents, rules and other covenants, conditions, and restrictions
- Proactively educate residents
- Prepare notices and correspondence
General Site Supervision and Management
- Regular on-site inspections with report to Board of Directors
- Maintenance of common areas and assets consistent with standard set by Board of Directors
- Maintenance contract negotiation and management
- Bring suggested maintenance projects and estimates to Board of Directors
- Management of capital improvements
Strategic Planning
- Assist Board of Directors with budgeting and forecasting
- Risk management
- Reserve studies
Financial Management
- Collect assessments (accounts receivable)
- Pay bills (accounts payable)
- Professional bookkeeping and transparent financial statements including bank statements and reconciliations
- Assist with delinquent account collections
- Federal and State tax returns, including 1099 reporting
- Financial controls set by YOU (payment thresholds, online bill approval)
- Coordinate insurance coverage
Other Services
- Social event planning and staffing (neighborhood parties, pictures with Santa and the Easter Bunny, etc.)
- Bulk printing and mailing
- Professional document design (signs, magnets, monuments, newsletters, etc.)
- Tree and landscape management (tree trimming and pruning, long-term landscape planning, holiday lighting)