Services Edit page

Our services can be structured to meet your specific needs. Below are the basic services we provide for your annual management fee:

• Open and maintain individual custodial bank account(s) to receive, deposit, disburse, and account for all Association funds. Your funds are never mingled with another community.
• Mail (or email) scheduled annual assessment invoices as directed by DCCRs and the Board.
• Create and maintain ledgers for each homeowner.
• Work with the Board to create an annual budget.
• Assess applicable late fees; follow delinquent policy including, but not limited to, pre-lien notices and recording liens.
• Set up payment plans for delinquent accounts as directed by the Board and send monthly reminders and/or invoices until the account is paid in full.
• Act as liaison for HOA attorney.
• Prepare monthly reports, i.e., financial (Income & Expenses), current accounts receivable, monthly sold homes, etc.
• Arrange for annual taxes to be filed by an accountant of choice.
• Manage all vendors for common ground, i.e., utilities, landscaping, pool maintenance, etc., and ensure that all are insured as required.
• Provide Form 1099 (if applicable) to all the above vendors.
• Create and maintain a community website with all Board-approved documents, online payments, homeowner contact info., email blasts, calendar, etc.
• Host one (1) monthly Board meeting via Zoom, take and transcribe minutes and post to community website.
• Create all meeting documents; i.e., yard sign(s), agenda, sign-in sheets, etc.
• Maintain a roster of all homeowners with in situ addresses, mailing addresses, contact info., etc.
• When possible, create and post a map of the subdivision with addresses and common ground(s).
• Maintain all necessary Association records.
• Prepare Trustee Letters for homeowners (paid by homeowner).
• One (1) monthly drive-through subdivision to ascertain any DCCR violations.
• Notify homeowners of violations and follow procedures for remedy.
• Handle all aspects of Board elections and annual meetings (additional fee for mailing).
• Make every attempt to act on homeowner concerns; respond to all queries within 48 hours (Mon-Fri).