Financial

• Complete accounting services.
• Detailed budget report by month and year-to-date.
• Accurate, personalized assessment-billing statements.
• Customized chart of accounts.
• Account reconciliation reports.
• Monthly status of corrective and reimbursement assessments.
• Investment account status and reinvestment advice.

Customer Services

• 24-hour a day/365-day a year emergency response.
• In-house seminars and training for all matters pertaining to community association management.
• Quarterly association newsletter of property management topics and events.

Administrative

• Periodic property inspections and management reports for the properties' Board of Directors.
• Status report of all work.
• Secretarial services.
• Maintain association calendar and agenda.
• Attend Board of Directors meetings and publish minutes.
• Secure competitive bids for major contract work.
• Status report for insurance claims and settlements.
• Attend court appointments and prepare association documents and files for counsel.