Our Expert HOA Management Services
Administrative Management
✔️ Investigate and resolve significant complaints, issuing “Notices of Non-Compliance” as needed.
✔️ Assist in securing competitive insurance coverage for your HOA.
✔️ Coordinate and manage your Annual Membership Meeting, including mailing essential documents.
✔️ Attend Board and Membership meetings upon request, offering expert insights and guidance.
✔️ Maintain a comprehensive Owners Roster and all official HOA records in full compliance with Florida Statutes.
✔️ Provide timely responses to homeowner requests for HOA records, financial reports, and critical information.
Property Management
✔️ Secure up to three competitive bids for non-emergency services and assist in contractor selection.
✔️ Verify contractor licenses and insurance to protect your community.
✔️ Oversee recurring services and monitor contractor performance to ensure top-quality results.
✔️ Conduct regular on-site inspections to uphold your property’s condition.
✔️ Handle service requests efficiently and proactively address maintenance issues.
✔️ Identify and advise on major trends or recurring property concerns.
Financial Management
✔️ Manage assessment invoicing and securely deposit all funds into an FDIC-insured bank account.
✔️ Reconcile bank statements monthly for complete financial transparency.
✔️ Assist in crafting a solid, well-planned annual operating budget.
✔️ Distribute the approved budget to homeowners upon Board request.
✔️ Perform accurate bookkeeping and accounting in line with GAAP and Florida law.
✔️ Provide detailed monthly financial reports, ensuring total financial clarity.
✔️ Process and approve vendor invoices, ensuring timely payments.
✔️ Track homeowner dues and deliver monthly delinquency reports.
✔️ Collaborate with legal counsel to uphold HOA regulations and take action on delinquencies.