Service Capabilities

Accounting
We have the hardware, and experienced staff necessary to provide timely and accurate financial reports to our clients. These reports can be presented in an unlimited number of formats to meet the needs of the individual community of regulatory agency. The standard monthly reports are: Income Statement, Balance Sheet, Cash and Investment Schedule, General Ledger Trial Balance, Accounts Receivable, Prepaid & Delinquency Reports, Check Register, Vendor History, Open Items Reports and Owners List (quarterly). We can issue invoices or coupons for billing. Each client’s funds are maintained in their own bank account. Signature authority can be retained.

Budgeting
We will prepare an annual budget for the review and approval of the Board of Directors. To ensure communities objectives, we encourage the Directors to participate in budget preparation. We will do the budget analysis and generate the documents, but the community establishes their desired service level and identifies any operational and capital improvement goals.

Contracting
We pride ourselves in our proven sill in contracting for services and strive to locate the most advantageous sources for various goods and services for our clients. We maintain a vendor list that has been developed over many years and is updated frequently based on responsiveness, quality of work and pricing.

Property Inspections
Under full service management, weekly property inspections will be performed and follow-up inspections scheduled as necessary to oversee the contractor performance, identify needed repairs and help develop short and long term community goals. Each month the results and recommendations for corrective action will be forwarded to the Board. Frequent maintenance inspections enhances the resident’s confidence in the Board of Directors.

Fair Housing
We are committed to equal housing opportunity and we do not discriminate. Through our affiliation with the Fair Housing Institute, we offer training and consultation in Fair Housing, ADA and 504.

Human Resources/Training
We are an equal opportunity employer and are also committed to supporting local community projects. Improving our communities creates safer, more appealing places to live and improves the housing market for our clients. Our educated staff is aware of current and breaking developments and techniques in property management. We are experts at evaluating and negotiating our client’s insurance needs. Our management staff has over 40 years of combined experience in marketing real estate; including sales, rentals and property appraisals. We have extensive experience in developing and actualizing capital reserve budgets and schedules for the repair and replacement of community structural components and facilities. We have the experience and capacity to work with your Architectural and Grounds Committees to improve the overall appearance of the community.