Association Management


  • Maintain administrative records such as resident lists, contract files, copies of meeting minutes, legal documents and other administrative items.
  • Create and send meeting notices, prepare ballots, proxies, etc.
  • Attend quarterly Board of Directors and annual membership meetings.
  • Insurance administrating & bidding.
  • Enforce covenants, rules, and regulations.
  • Provide impartial negotiation services for neighbor conflicts.
  • Assist and educate the Board of Directors on matters pertaining to the successful management of their condominium association.

Financial Reporting

  • Collection and recording of dues and other income.
  • Send delinquent notices. If needed, file liens or pursue collection procedures.
  • Disburse funds for all payables, including property utilities and insurance.
  • Reconcile monthly bank statements and distribute copies to Board.
  • Timely, accurate, and complete monthly and year-end statements including:
    • Income and Expenses Statement
    • Check Register
    • Monthly Transaction Report
    • Delinquent Status of Unit Owners
    • Reserve Account Balances
  • Assist with the preparation and implementation of the annual budget.


  • Prompt response to repair and maintenance request.
  • Collect at least three bids for each project.
  • Assist in preparing/selecting maintenance service contracts.
  • Efficient coordination of repairs between Board members, residents and contractors.
  • Assist with scheduling of ongoing maintenance needs such as gutter cleaning, window washing, and landscaping.