
Association Management Services
What Can We Do for You?
Our feature set is unmatched and covers everything you need to have your community running as smoothly as possible.
Financial Management
- Complete bookkeeping services
- Monthly checking account reconciliation and corresponding report
- Owner payment history and account maintenance
- Preparation and distribution of financial reports (income & expense report, balance sheet, cash flow report, etc.)
- Bill packet preparation for Treasurer, including checks in stamped and addressed envelopes
- Processing of late fees, late letters, and collection processing with attorney
- Preferred banking services, including higher interest rates, no-fee lockbox services, and easy signature card updates
- Annual operating budget preparation & guidance
Compliance & Oversight
- A manager assigned to work with the community licensed through the State of Florida with an active LCAM (Licensed Community Association Manager) license
- Acting as liaison for all community communication
- Work directly with vendors to ensure service is provided in compliance with their agreement, and receiving/paying their invoices in a timely manner
- Provide to Treasurer (or other designated individual) a ‘bill packet’ for payments due, twice monthly, containing checks prepared inside stamped & addressed envelopes ready to be reviewed, signed and simply dropped in the mail
Property & Vendor Management
- Work order dispatch and processing
- Work directly with vendors to ensure service quality and contract compliance
- Direction and management of on-site maintenance personnel
- On-site management availability as required
- Vendor selection assistance, including competitive bidding processes
- Vendor screening and recommendation of accounting and law firms as needed
- Dispatching on-call vendors for urgent repairs (e.g., pool cleaning, gate repair)
Homeowner & Board Support
- Homeowner access to report complaints, request repairs, and obtain information online
- Board package preparation and mailing (property manager’s report, general ledger, aged owner balances, etc.)
- Assistance, recommendations, and ongoing support to the Directors
- Mass mailing preparation as directed by the Board
- Obtain competitive bids and oversee bidding for special projects
Ready to Learn More?
Feedback & Reviews
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