Management Services
- Financial
- » Bookkeeping including paying all authorized bills, real estate taxes, mortgage payments
- » Addressing capital expenditures
- » Annual budget preparation to plan for improvements and project cash flow
- » Provide monthly accounting reports including profit and loss statements, year-end statements on either a cash or accrual basis of accounting
- » CAM/Operating Cost Reconciliation
- Collection
- » Rent & Dues collection
- » Filing of liens and foreclosure proceedings for uncooperative residents
- » Evictions
- » Negotiate payment schedules
- Maintenance
- » Routine property inspections
- » Provide recommendations for preventative maintenance
- » Overseeing and scheduling capital improvement projects
- Management
- » Administering and maintaining resident and building files
- » Maintaining current resident and vendor insurance certificates
- » Service contracts and vendor relations
- » Providing owners with monthly activity reports
- » Obtaining competitive bids
- Marketing & Leasing
- » Handling inquiries regarding available space
- Homeowners Associations and Condominiums:
- » Accurate and Timely Financial Statements
- » Prompt response to maintenance requests
- » Customer Satisfaction Surveys
- » Communications
- » Attend all Board meetings and Annual meetings
- » Provide resources for the Board members’ decision-making
- » Provide advice/recommendations
- » Implement Board decisions in a timely manner
- » Prepare and distribute the required annual meeting notice and proxies
- » Handle all inquiries from homeowners regarding association issues and responsibilities
- » Provide close communication to the Board of Directors on an ongoing basis
- » Prepare all disclosure statements and related documentation on behalf of the association
- » Communicate with individual homeowners to resolve individual issues as required