Community Association Administration

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• Onsite or Offsite Administration Services

• Meeting Notification to Owners
• Violation Letters
• Legal Counsel Admin Assistance
• Maintenence of Association Records
• Digital Document Imaging

Community Association Bookkeeping Services

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• Monthly Bookkeeping Functions

• Maintain General Ledger and Chart of Accounts
• Collect, Post, Deposit and Generate Report(s) for Monthly Maintenance Fees and Assessments
• A/R  &  A/P
• Reconciliation of Accounts with Financial Institutions
• Late Payment Postings, Fee Collection and Reporting
• Check Preparation

• Financial Reporting

• Income & Expenses
• Balance Sheet
• Cash Flow
• Reserve Report
• Delinquency List

• Budgeting & Taxes

• Budget to Actual Report
• Develop & Prepare Annual Operating Budget at Direction of Board
• Coordination of Audits and Reviews
• Coordination of Payroll and Income Taxes
• Coordination of Insurance Policy Selection and Audits

Property Operations Management

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• Human Resources
• Obtain Competitive Bids and Provide Input Regarding Contractors
• Monitor Contractor Certification, Insurance, Licensing and Permitting
• Monitor and Direct Regular Service Contractors
• Perform Regular Site Inspections and Maintain Directed Standards
• Receive Service Requests
• Respond to Emergency Service Requests
• 24/7 Emergency Phone Service

Website and Internet Access

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• Internet Access for Digital Documents as Directed by Board

• Monthly Financial Statements and Accounting Information
• Access Paid Bills, Invoices, Past Due Assessments, etc.
• Meeting Minutes
• Insurance Policies and Association Contracts
• Governing Documents
• Printable Forms
• Association and Meeting Notices