Our Services
Budgeting
We assist the Board of Directors in creating realistic and sustainable budgets that keep the association’s finances on track.
Collection Matters
We help the Board manage and collect overdue balances from owners, ensuring the association’s financial health remains strong.
Site Planing/Architectural Code Compliance
With a professional engineer on our team, we review plans to ensure they comply with your association’s governing documents and adhere to best engineering practices.
Billing
We simplify your billing process by handling all accounts payable and receivable. Just provide us with your charge schedule, and we’ll take care of the rest!
Monthly Financial Reports
Each month, we provide the Board with detailed financial reports, including bank reconciliations, check registers, and aged owner balances, to keep everyone informed and accountable.
Board Member Training
Our board member boot camp offers essential training for new directors, helping them understand their roles and responsibilities. A Q&A session is included for clarity.
Accounts Payable and Receivable (A/P and A/R)
Our bookkeeping team manages all of your association’s accounts payable and receivable, ensuring everything is handled efficiently and accurately.
Recording Secretary
We take proper minutes during your meetings and maintain approved records for the association, ensuring everything is documented and accessible.
Newsletters
Whether you provide the content or need help with preparation, we’ll get your association’s newsletters ready for publication, with in-house printing available if needed.
Resale Certificates
When an owner sells their property, we prepare the necessary resale packets to ensure compliance with the Uniform Planned Community Act. [Link to order resale certificates online.]
Financial Agreements
We create written financial agreements for owners to settle past due assessments, helping maintain the association’s financial integrity.
