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Modern Building

OUR SERVICES

We offer an extensive suite of services to meet your community's needs

Whether your community is looking for basic financial services up to full-service management, we offer a variety and flexibility of service options designed to best serve you. Our diverse areas of expertise are designed to meet the evolving requirements of your association for years to come.

Financial Services

From day-to-day financial and administrative tasks to year-end reporting, this service level reduces the amount of time board members spend on administrative duties. You will have access to experienced professionals trained in providing accurate and complete financial services through generally accepted accounting principles and thoughtful administrative services delivering continuity, expertise and bandwidth for your community. Learn More...

Full Service Management

Full-Service Management is entirely tailored to your community’s needs providing turnkey management of all association operations. Our team provides concierge-level service to your board and owners in your community. From day-to-day operations to long-term planning, we are here to build a highly functioning and successful association with convenience, continuity, fairness, transparency and integrity. Learn More...

Developer Services

We provide management solutions to Developers that help enhance the value of their communities. Through each stage of development, we partner and collaborate with you to deliver expert guidance and support helping you build a strong foundation for your newest community association. And, we work directly with home/condo owners in the community as well as manage Association business, so you can focus on your core business of building and developing beautiful communities. Learn More...

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Financial Services Overview

We understand that not all communities need, desire, or can afford a full service manager-that is were can step in and help! We can take the administrative burden off of boards and still be budget friendly!​

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  • Annual budget preparation 

  • Monthly financial reporting 

  • Assessment billing and collection

  • Delinquent collections

  • Coordination with legal counsel for lien and lawsuit filing 

  • Payment of invoices

  • Monthly Common Area Inspections

  • Resale/closing attorney letter preparation

  • Welcome package mailing and onboarding for new neighbors 

  • Corporate tax return coordination with a CPA

  • Form 1099 processing and distribution to vendors 

  • Annual corporate registration renewal 

  • Cash management of operating and reserve funds 

  • Annual meeting report preparation and mailing

  • Attendance at quarterly virtual board meetings

  • Unlimited phone calls and in person meetings at our office

  • Attendance at annual meeting

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Full Management Services Overview

Our team provides concierge-level service to your board and owners in your community. From day-to-day operations to long-term planning, we are here to build a highly functioning and successful association with convenience, continuity, fairness, transparency and integrity. Our full service monthly service fee is a pay per door model so you know what the bill will be every month! No surprise expenses at the end of the month for postage, phone lines, or hourly rates due to budget work taking more than 2 hours! We are here for you and we do not think that charging a community extra is beneficial to anyone!

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  • Vendor management, coordination, and invoice processing

  • Project management services and bid collection

  • All postage and letter supplies for mailings (excluding certified letters & annual packets)

  • Financial record keeping and dues collections-Monthly reports to board by 10th of the Month

  • Owner Portals and Board Portals for easy document retention and viewing

  • Property Manager attending board meetings, annual meetings, & town halls

  • Paper record storage in our office

  • Pool access key/card/FOB administration

  • Violation Drive through & tracking

    • 1 main drive through per month + additional drive through for follow up on properties that had identified violations

  • ARC requests and administration-ensuring proper communication with the requester and committee(s)

  • Newsletter, email blasts, and electronic notifications of upcoming events

  • Handle amenity reservation system

  • Community Website administration

  • Monthly Common Area Inspections

  • Resale/closing attorney letter preparation

  • Welcome package mailing and onboarding for new neighbors

  • Tax documentation preparation for CPA

  • Lease monitoring (Collection of leases from owners/tenant info)

  • Assistance with event and social planning

  • Budget preparation and reserve planning

  • Electronic Voting system administration

  • Collection efforts on past due balances prior to turning over files with no cost to association

  • Fast and Friendly owner service!

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Developer Services Overview

Our Developer Services include the following.

  • Management and policy review of Bylaws, CC&Rs and architectural design guidelines

  • Develop first-year and build-out budgets 

  • Develop rules and regulations, resolutions and collection policies 

  • Review and obtain Association insurance 

  • Negotiate with contractors for landscaping, pool management, utilities and other services as necessary 

  • Assist with transition from developer to homeowner control

  • Provide closing attorneys with closing instructions for association fees to be collected on new home sales 

  • Manage the day-to-day operations of the association (ie. financial, on-site inspections, homeowner support, etc.) 

  • Provide monthly financial statements 

  • Provide Association with an online community webpage and password-protected portal stocked with all pertinent Association information, documents and forms 

  • Act as liaison between the declarant board and the homeowners, vendors, etc. 

  • Complete lender questionnaires

  • Provide welcome packets and onboarding to new owners 

  • Establish operating and reserve bank accounts

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