Homeowners Associations, Subdivisions, Townhouses & Condominiums

Financial Services

• Collection of assessments
• Accounts payable
• Banking
• Budget preparation
• Financial reporting
• Reserve analyses
• Prepare and file liens
• Represent the Association in Small Claims Court – bankruptcies and foreclosures
• Work with title companies, mortgage brokers, realtors and lenders to provide necessary HOA assessment information in preparation for closing a sale or refinance
• Transition from developer to homeowners

Administrative Services

• Attend monthly, quarterly or semi-annual Board meetings
• Prepare Board meeting packets and deliver to Board prior to meetings
• Organize and attend annual membership meeting
• Manage annual balloting/election process
• Drive-though inspections for homeowner compliance with Covenants, Conditions and Restrictions (CC&Rs)
• Owner Correspondence
• Respond to and resolve homeowner concerns quickly and efficiently
• Newsletters
• Developer / Homeowner Liaison
• Provide “opt-in” basis email system for community notices
• Maintain an owner accessible phone recording with daily/hourly irrigation updates during peak season
• PROVIDE 24/7 Emergency Phone Answering Service

Site Maintenance

• Routine visual inspection of common areas to ensure grounds are maintained
• Monitor routine maintenance of common areas amenities – pool, clubhouse, water features
• Bidding, contracting, and oversight for services
• Communicate with contracted vendors; coordinate repairs, invoicing and follow-up
• Assist with establishment of preventative maintenance procedures

Commercial & Business Parks

Financial Services

• Collection of assessments
• Accounts payable
• Banking
• Budget preparation
• Financial reporting
• Reserve analyses
• Prepare and record liens
• Represent the Association in Small Claims Court – bankruptcies and foreclosures

Administrative Services

• Attend monthly, quarterly or semi-annual Board meetings
• Prepare Board meeting packets and deliver to Board prior to meetings
• Organize and attend annual membership meeting
• Manage annual balloting/election process
• Drive-though inspections for compliance with Covenants, Conditions and Restrictions (CC&Rs)
• Correspondence
• Provide “opt-in” basis email system for irrigation related notices during peak season
• Maintain a property owner/tenant accessible phone recording with daily/hourly irrigation updates during peak season
• PROVIDE 24/7 Emergency Phone Answering Service

Site Maintenance

• Routine visual inspection of common areas to ensure grounds and amenities are maintained
• Bidding, contracting, and oversight for services
• Communicate with contracted vendors; coordinate repairs, invoicing and follow-up
• Assist with establishment of preventative maintenance procedures

We encourage you to contact our current clients to inquire about our quality of service. Or, visit our Testimonials page to see what others have said about us.