Professional Neighborhood Management Services
Find out how we can make managing your association a breeze!
Overall Services
- Association Management Specialist (AMS®) certfied: The AMS credential provides standards for association management that can give homeowners and boards confidence in their manager’s knowledge and ability to provide professional services
- Advisor to your Association’s Board of Directors for operations and policy issues
- Draft Amendments to Association documents and assist with policy development
- Draft and negotiate contracts with vendors (i.e., insurance, landscapers, pool maintenance, etc.)
- Collect assessments, including preparing and filing of liens
Management Services
- Operate and manage the Association as contemplated in the Association’s governing documents
- Perform site inspections on a regular basis; report any violations of the Association’s Covenants, Conditions and Restrictions to the Board of Directors and give notice to responsible owner
- Provide assistance to and act at the direction of Board of Directors
- Attend Annual Association meeting and Board meetings
- Manage assets of the Association; maintain office records and accounts, as well as bank account(s)
- Obtain competitive bids and assist HOA Board in selection of insurance companies, contractors and auditors
- Promptly investigate accidents or claims for damage; make and file timely report(s) to insurance company
- Receive service requests and complaints from owners and/or Board and take appropriate action
Financial Services
- Maintain Association’s fiscal records in accordance with recognized and acceptable procedures
- Prepare proposed operating and annual budget for approval and adoption by the Board
- Prepare regularly scheduled financial statements and reports, providing complete and accurate accounting of all funds
- Prepare timely invoices and collection notices as needed
- Collect all assessments and late fees, processing those collections in QuickBooks (or other association approved software) using general accounting practices and deposit funds in the association account
- Submit invoices to the board for approval. Pay all invoices in a timely manner from the association’s account, as approved by the Board, keeping accurate records of all payments
- Provide support for the annual audit
