Complete financial, business administration and advisory services.
Liaise with an appointed board member on all relevant matters.
Assist the board in all financial matters ranging from collecting and depositing monies to preparing accounting/financial statements.
Assist the board in preparing an annual budget.
Overseeing day-to-day association operations. This encompasses many functions including: maintaining any inventory, files, bylaws, minute books, rules and regulations, permits, insurance policies, roster of owners, leases, employment contracts, and written warranties. Additional functions include board correspondence, administering association rules, attending meetings, filing required reports, and more.
Physical Systems Management
We shall assist and/or advise the board in all matters related to maintaining the property according to the standards established in state law, founding documents and the board of directors. Our oversight includes securing competitive bids for necessary services and repairs, procuring necessary supplies, supervising contractors, establishing a preventative maintenance program, and providing for general building and grounds care.
On behalf of the association, we enforce all provisions of the founding and governing documents.
Books, Records, Inspection & Audit
A comprehensive system of office records reflecting all the activities of the association will be maintained. Performance of an annual audit will also be performed.