Governance

We work with you to manage your organization according to the governing documents and state statutes. We help you navigate the complexities of keeping documents up to date, and facilitation of board and owner member meetings and communication. We have experience working with startup associations and guiding you from being declarant managed to owner/member managed.

Financial Management

We provide comprehensive bookkeeping services, accounts payable and receivable, financial reporting, budgeting and more. We take care of all the financial details and provide bank reconciliations and timely reporting to the board and owners. We work directly with your accountant and legal counsel for tax filings or liens. We utilize software that offers secure portals for online payments and current owner ledger availability with 24/7 access.

Building & Grounds Maintenance 

We work to minimize your maintenance costs by scheduling preventive maintenance within the guidelines and budget parameters of your association. We work with you to develop reserve budgets to plan the anticipated long term expenses of maintaining facilities and properties with minimal surprise. We also handle emergent repairs and maintenance issues right away, utilizing our established network of licensed and insured contractors.