Tailor-Made Management Services
Whether your community needs a lot or a little, we can find a way to help balancing your needs with your budget. Although the regular and routine services are the same, each Association comes with its own set of challenges and demands. We want to help you tackle those reasonably and responsibly. As we learn more about what you are facing, we can develop a Management Proposal and then adopt a plan to tackle them all.
Strategic Planning and Goal Setting is where we will start together. Getting on the same page and identifying the most crucial tasks at hand will help us accomplish the most. We’re sure you realize it all takes time. Individuals join the Board with a wide range of motivating factors, priorities, and ideas. We will help the group identify what is most important for the collective and prioritize those that provide the best benefit to the community as a whole. We will help you stay focused and on the right paths, moving forward.
PACKAGES BUILT FOR YOU
Most HOA Board Members are Homeowners too. Everyone is managing life changes, trying to balance work and family obligations. You may be dealing with health issues and limited free time but, as Board Members, you’ve stepped up, gotten involved, and are willing to help protect the community you call home. That’s where we come in. We provide you with all the support, tools, and information you need to focus on decision-making. It can even be easy when you have a management company dedicated to your communities’ best interests.
All of our services, including Accounting, Consulting, and Compliance. Much of the Board duties and responsibilities outlined in the Association’s Bylaws are allocated to Management. With us, we want to help you focus on policy development and making the best-educated decisions that you can. With our monthly management reports and recommendations, preparation of agendas, and the multitude of accessible resources, your Board Meetings will go smoothly. You’ll feel prepared and excited to move things forward. Financial, Operations, and Administrative aspects are handled by a team of professionals with a designated Community Manager, an Assistant Manager, bookkeeping, and Administrative Assistants. At the helm is a strong leadership team committed to solution-minded approaches, providing education, resources and encouraging effective communication always.
Some HOA’s only need a bit of help with the most daunting aspects of Association Management. We can provide full accounting services while offering you and your homeowners transparency and monthly reports. We handle all of the Accounts Payable and ensure your bills are paid on time. Billing Statements are printed professionally and mailed to all owners in advance of due dates. Payment options are made easy and accessible. Unpaid assessments are addressed in accordance with established collection policies & CC&R’s. We make a concerted effort to encourage communication and find amicable solutions for those with financial hardships. Delinquent accounts are never ignored, and we ensure that you won’t lose your ability to collect due to the statute of limitations or lack of disclosure. When properties are being sold, we handle all payoffs to collect what is owing. When necessary, we work with Attorneys who have been extremely successful in collecting for our clients. Monthly reports are provided to the Board of Directors. They highlight financial impacts and collection efforts and provide recommendations. Packages are built to show you everything you want to see with full transparency of all bank accounts. Reports typically include balance sheets, budget comparisons, deposit summaries, Accounts Receivable, Prepaids, Accounts Payable, bank statements, bank reconciliations, and options for many more.
Self-managed communities often appreciate getting the money and collection efforts out of their hands. For unpaid volunteers, this can be a very time-consuming responsibility with a lot of risk exposure. It can be difficult to find volunteers that do it well or are able to keep doing it. No one likes having to try to collect money from neighbours and friends. We can take care of the dirty work for you but in an unbiased and professional manner – always encouraging solutions and payment plans in the Associations best interest.
Accounting with Consulting
In addition to our base fee for a full accounting package, we can offer consulting services at an hourly rate. This provides you with the expertise you need when you need it. A manager can attend your meetings, set up Zoom conferences, or be available for phone calls and emails assisting you with any aspect of association management. Relying on experts will help you fulfil your fiduciary duties and will probably help save you time, energy, and even money. We have decades of experience to fall back on. We have probably tackled most of the issues and challenges your community might be facing in other HOA’s. We can steer you in the right direction, provide resources, prepare policies or communications that will provide a benefit, or even take on tasks for you.
Accounting with Compliance
Another level of service a community might appreciate delegating is compliance: Addressing lack of maintenance, unsightly conditions, parking violations, nuisances, and noxious activities. The CC&R always has Use Restrictions, but community members aren’t always aware of them or don’t willingly comply. Through reminders, education, tips, and resources, we can get your community looking better, alleviate issues that affect your resident’s ability to enjoy their homes and properties or help you uphold the established standards and preserve property values.
Based upon Policies and Board Directives, we visit your community monthly to identify and update potential violations. Communication starts with Spring Postcards and then community emails to let residents know what we might be looking for and what to expect if they receive letters. Our letters are informative and courteous. They provide a response form encouraging communication. Fines are assessed in accordance with enforcement policies. When we do hear from residents, we listen and note records, can allow additional time when appropriate and will inform the Board of unique circumstances and special requests.