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.