Summary of Services

Service & Communication

• Consulting services
• Participative management
• Board & annual meeting attendance
• Newsletter preparation
• Participation in regulation adherence
• Building community relationships
• Month-end reporting
• Online transaction and request forms

Accounting & Financial

• Collection of monthly fees
• Collection of non-payment
• Invoice payments
• Prepare and manage financial statements
• Annual budget & audit assistance
• Financial reporting

Maintenance

• Proactive maintenance planning
• Vendor management
• Bid procurement
• Property inspection

Planning

• Development of community vision, mission statements & governing principles
• Long-range plan development and documentation
• Reserve studies