 Our Services |
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| Financial |
- Maintenance and updating of general accounting ledger
- Processing of invoices from vendors and expedited payment of accounts payable
- Maintenance and active pursuit of delinquencies in accounts receivable
- Provide Board of Directors with monthly financial analysis including balance sheet, income statement, delinquency report, check register and budget comparison.
- Invoice all lot owners and ensure timely remittance.
- Preparation of annual budget.
- Assist Board of Directors in cost saving methods.
- Provide accurate and timely answers to homeowners and Board of Directors to any questions regarding accounting related matters.
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| Administrative |
- Reception and proper handling of all incoming calls, mail and visits.
- Organize annual meetings and assistance with Board meetings.
- Comprehensive storage of all files for the association.
- Maintain complete and accurate records of all homeowners.
- Guide and assist Board of Directors in their duties
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| On Property Services |
- Assist and advise Board of Directors in selecting vendors for landscaping, pool service, porter service, irrigation repair and other such vendors
- Ensure compliance of CC&R’s by individual homeowners.
- Assist in creation and maintenance of committees.
- Send violation letters and non-compliance fines to homeowners.
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| Technology Services |
- Provide accessible database of all files for individual homeowners and the association through digital document storage and retrieval.
- Payment by credit card over the phone and through the internet for assessments.
- E-mailing of invoices and statements to homeowners who request it to reduce costs.
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| Education and Consulting Services |
- Provide guidance and assistance to the Board of Directors on matters concerning the HOA.
- Offer advice in cost saving measures.
- ACC review recommendations and considerations.
- Assist Board of Directors in collection policy changes and assessment collection changes.
- Provide legal counsel and advice to the association upon request.
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