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.
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.
- 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
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.
- 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
Helping you make informed decisions
Our advisory services are designed to make your Board shine and optimize the use of community resources.
- 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
Streamlining contracts and agreements
We help your Association get optimal service and pricing through skilled contract negotiation.
- 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
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.
- 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.
- 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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