Our Services!

Our focus on customer service has provided us with many referrals and recommendations from Board Members, homeowners, CPA’s, Attorneys, Real Estate Agents and all Associations' Vendors. Notably, our dedication to perfection is recognized and welcomed by our clients. Should you need services below., we will happily meet your needs.

• Attend Board meetings and the annual members meeting.
• Prepare and distribute all notices, proxies and ballots required for meetings.
• Take and prepare minutes for the Secretary.
• Email Board of Directors meeting packages before meetings.
• Package includes agenda, minutes, financials, reports, and proposals.
• Communicate with Association’s attorney, C.P.A., insurance agent and other professionals.
• Act to enforce the Association’s governing documents through property inspections, issuing violation notices, working with fining committee and attending mediation hearings.
• Maintain Association records and provide supervised access to homeowners.
• Supervise Association’s contractors and validate licenses and insurance.
• Help to develop scope of work and obtain competitive bids for maintenance and projects.
• Provide 24 hour emergency service, 7 days a week with access to licensed Property Manager.
• Assist homeowners with Association business promptly and responsively.
• Supervise sale and rental process and meet with all new residents for Association orientation.
• Maintain renter and lease database and require renewal of lease and approval.

•  Collect all assessments due to the Association and deposit monies in Association accounts.
• Download and input lockbox electronic payment data.
• Send collection letters to all delinquent accounts and post late fees.
• Prepare and submit delinquent accounts to Association attorney.
• Monitor and supervise progress of lien and foreclosure attorney action.
• Receive, review and submit for payment all invoices, utilities and contractual services.
• Prepare checks (with backup data) for Association officer’s signatures.
• Prepare monthly financial reports reflecting the general ledger, monthly balance, check register and budget, showing actual versus budgeted monthly and year to date income and expense.
• Maintain the integrity of financial records for the Association CPA year end report and tax returns.
• Prepare an annual budget for Association review, adjustment and approval.
• Assist in filing the annual corporate Uniform Business Report with the Florida Secretary of State.