Full Service Management

This service option is for communities that want to have the burden of management fully taken off their hands and placed with our office.



The following are in-depth looks at each branch of the Full Service Management tier:

• Management and Administrative Services
• Financial Management
• Property Maintenance
• Web Based Services for the Board and Homeowner

Management and Administrative Services

Managing Agent Services:

• Attend Board and Annual Meetings
• Annual Meeting Presentations
• Notify Boards of Current Activities
• Assist in Creating Rules and Policies
• Working Knowledge of Governing Documents
• Communicate With Attorneys, CPA's and other professionals
• On-site Oversight of Contractors
• Provide Education to Baord Members
• Implement the Decisions of the Boards

Managing Assistant and Customer Services:

• Communicate with Homeowners
• Maintain Association Records and Files
• Issue Notices of Violations
• Process Work Orders
• Produce Various Reports
• Distribute Welcome Packets to New Owners

Property Maintenance

Our staff has the ability to identify and solve your maintenance issues quickly and effectively utilizing our network of carefully screened vendors-vendors who know the level of service and quality our clients expect. As part of our maintenance program, we provide regular site inspections of the property, present our findings to the Board, and assist in securing bids when maintenance work is needed.

The following are actions taken to maintain our communities:

• Inspection of Property and Grounds
• Preparation of Maintenance Programs
• Vendor Qualification and Insurance Monitoring
• Contract Negotation
• Contract Supervision

Financial Management

Maintaining complete, accurate, and timely association financials is a cornerstone of our firm. We produce all the necessary financial information your association will need to make sound financial decisions.

From developing accurate operating budgets to reserve funding, we have the resources to protect and maintain the financial health of your association. As part of our services we provide the following financial reports:

On a Monthly Basis:

• Balance Sheet
• Income Statement with Budget Comparison
• Cash Disbursement Report
• Reserve Tracking
• Delinquency & Pre-paid Report
• Utility Reports
• Late Fee & Collection Proceedings
• Bank Reconciliation of All Accounts
• Copy of all INvoices Paid
• Check Stubs

On an Annual Basis:

• Preperation of Budgets
• File Tax Returns
• 1099 Preparation
• Worker Compensation Audits

Web Based Services for Board and Homeowner

Many of the above mentioned services are all entered in our online management system. This system works to keep all things tracked and helps to communicate to all involved parties. What this means to our clients is that what we do on their behalf is fully transparent. To realize all that is online and available to our clients 24/7/365.