Community Management Services

Helping your association accomplish more

A prosperous community needs a reliable partner that pays attention to the big picture as well as the small details.

We deliver the world-class management experience and services you want with consistency and care.

01 / Finance & Accounting

Financial security you can trust

Financial strength and stability are vital to the success of a community. We offer the broadest array of financial and accounting services in the industry and are proud to maintain the highest security measures and tightest financial standards.

Services Include:
  • Accounts payable and receivable
  • Assessment billing and collections
  • Budget analysis and preparation
  • Check preparation and distribution
  • Checking, savings, and money market accounts
  • Balance sheets and income statements
  • Secure electronic funds management
  • Escrow demands oversight
  • Income and expense projections
  • Investment fund and rollover date monitoring
  • $6M fidelity bond, the industry’s highest level of protection
  • Work closely with the Association's auditor for year-end tax returns and financial statements/audits

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02 / Collections & Enforcement

Continual support for smooth business operations

We leverage our abundant assets and knowledge to facilitate win-win payment solutions for both the board and residents.

Services Include:
  • Governing document enforcement
  • Delinquency and violation notification
  • Delinquent account management
  • Work closely with the Association's attorney for all collection matters, liens, litigation and foreclosure action

03 / Elections & Governance

Helping you make informed decisions

Our advisory services are designed to make your Board shine and ​​optimize the use of community resources.

Services Include:
  • Board updates and meeting packages
  • Board portal/app (Appfolio): Access to Board only shared documents and Owner Architectural Review Requests to comment and vote for
  • Homeowner portal/app (AppFolio): Access Association Calendar, Download Association Documents & Forms, Submit Maintenance Requests and Architectural Review Requests, View Payment History, Make Online Payments (transaction fee applies
  • Regular property inspections
  • Violation reporting
  • Provided assistance at Annual Meetings for sign-in, quorum totals/confirmation, voting and tabulation

04 / Service Contracts

Streamlining contracts and agreements

We help your Association get optimal service and pricing through skilled contract negotiation.

Services Include:
  • Contractor sourcing and vetting
  • Solicit at least three (3) proposals for most projects
  • Value-added service contract negotiation
  • Work with the Association's architectural engineering firm for large projects
  • We work with your trusted vendors and can provide you with our recommendations
  • We work with professional licensed and insured vendors that provide our Clients with quality work at prices fair to the industry
05 / Homeowner Communications

Creating a buzz that keeps people in the know

We implement effective communication strategies for your residents— fostering a true neighborhood feel and sense of belonging.

Services Include:
  • AppFolio
  • Community newsletters
  • Efficient communications sent by Email (active portals are not required) to all owners/residents

Customized coverage for your needs

We are a one-stop source for excellent, affordable insurance coverage for community associations.

Services Include:
Property Document Storage & Retrieval
  • Association common areas
  • Condominiums
  • Cooperatives
  • Commercial projects
  • Mixed-use projects
  • Single-family homes
  • Townhomes
  • Other residential community types

Partner with us

We do what it takes to care for our communities, homeowners, and partners.

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