ACCOUNTING MANAGEMENT
- Monthly billing for assessments – e-bills or paper (as selected by owner)
- Multiple payment options for owners (ACH, Credit Card, E-Check, Check)
- Account payable approval process by Board on weekly basis
- Coordination with Treasurer on financial issues
- Follow-up on delinquent owners consistent with association lien policy.
- Late fees imposed and deposited to association’s account.
- Monthly financial reports to Board members
- On-line access for owners to view account balance
ADMINISTRATIVE MANAGEMENT
- Coordination of Civil Code requirements – Reserve study, annual disclosures,
- Coordinate tax return and review, if required.
- Insurance renewal
- Homeowner violation letters, at Board direction
- Advice on management issues to Board –
- Board Member Education – by e-mail, and free seminars.
- Web-based Minute and Agenda templates for use by Secretary
- Association Web-site with access to all governing documents, minutes, insurance policy, and Association policies, all word searchable.