Our Services

Management Services – Our professional management team works closely with the association’s board members to fulfill their fiduciary responsibilities and execute the day–to–day business of the association.

• Guide, Assist and Support the efforts of the board of directors – in making important decisions for your community.
• Organize Board & Member Meetings – Assist in the preparation of the monthly and annual board meetings by supporting the efforts of the Board in preparing agendas, posting notices, conducting meetings, minutes and other Florida statutory requirements. Manager’s reports – Keep the Board of Directors up to date with the association’s activities and work plans.
• Enforcement of Governing Documents – According to the policies and procedures outlined by the governing documents and Florida Statutes.
• Architectural Modifications – Assist the board and/or the architectural committee with the Architectural Modification applications.
• Property Maintenance Supervision – Assist the Association by inspecting the common grounds and other association’s amenities, assuring that they are well maintain in accordance to all service contracts.
• Manage maintenance requests – In coordination with association policies and in a timely manner, we address maintenance issues for which the association is responsible.
• Manage association communications – Prepare all protocol mailing on behalf of the association, as it relates to budget notices, annual meeting notices, and all statutory required communications.
• Insurance – Assist the Board of Directors and/or the Insurance Committee with their annual insurance bidding, to assure the association’s insurance agent presents the annual insurance package in a timely manner.

Administrative Services: As a full service company, we provide other administrative service to compliment the operation of our clients.

• Files & Records Management – Keep all the association’s records well-organized to decrease the response times for document requests and inquiries.
• New Purchases/Refinancing/Other – Processing requests for Estoppel Certificates, Lender Questionnaires, and Association Documents.
• Applications for Approval – Homeowner & Renters screening and orientation.

Financial & Accounting Services: The strength and stability of financial reporting for an association is vital to its success.

• Financial Reports – Prepare accurate and timely reports every month and the year’s end closing on accrual basis. This includes comprehensive financial reports, encompassing balance sheets, income and expense statements, budget analysis, account receivables, account payables, check disbursements and reconciliations reports.
• Annual Audit – Assist the association’s CPA with the annual report preparation. The Florida Statutes indicate that an independent CPA firm has to conduct an annual audit, review or compilation report of the Association’s finances, depending on the annual income.
• Income Taxes – We will coordinate the filing of the Association’s State and Federal income taxes with the Association’s CPA.
• Budgeting and Financial Planning – Based on the projected year-end financial picture, as per the financial statements and future financial needs of the association, we prepare the Annual Budget to be approved by the Board of Directors including reserve schedules.
• Planning and Preparation of Association’s Special Project(s) – We work with the Board of Directors in the planning and preparation of the Special Project(s) Budget and Management. We also work with the Board of Directors to explore bank loan options that allows the execution of these projects in a timely manner.
• Owner Payment Options – Residents can easily and conveniently make Association payments by mailing checks directly to the lockbox (with the coupons prepared by the Association’s bank or coupon provider), paying online through our web page with a credit card or “e–check”, or by setting up an automatic debit (ACH) from the owner’s checking account.
• Delinquency Assessment – Manage collection policies in a timely manner and work with the legal counsel regarding the collection’s process.
• Accounts Payable Management – Monitor, verify and pay vendor’s invoices approved by the Board of Directors and validate it against the budget.

Customer Service – Our team of trained and dedicated Customer Service Representatives are available to handle call, email inquiries, and, if necessary, assign service requests to our service support team.

• Customer Service Call Center – Our Customer Representatives are available during business hours each weekday. All calls and emails are logged into our tracking system and handled in a timely manner.
• Emergency Call Center 24/7– After business hours, our on–call Manager will handle emergency calls (non-911 calls) through our partnership with a professional third–party call center.