Services
Locally owned and operated
We provide professional management services to the condominium, cooperative and homeowners associations on the Treasure Coast. Our commitment is to assist in a professional and friendly manner.
We look forward to the opportunity to discuss how we can help you meet your property management needs.
GENERAL MANAGEMENT SERVICES
- Develop Specifications for Board Approval
- Obtain Bids for Maintenance Contracts
- Monitor Performance of Maintenance Contracts
- Preform Common Area Inspections
- Report Violations to the Board
- Process Routine and Emergency Work Orders
- Facilitate Emergency Access, If Necessary
- Prepare Monthly Management Report
- Project Management for Capital Improvement Contracts
- Prepare Monthly Status Advisory of Work Orders
ADMINISTRATIVE SERVICES
- Attend Regular Board of Directors Meetings
- Prepare Board Agendas
- Draft Board Meeting Minutes
- Plan, Prepare, and Attend Annual Meeting
- Draft Annual Meeting Minutes
- Maintain Owner Roster
- Create Welcome Package
- Prepare New Resident Orientation
- Verify and Distribute Estoppel Information
- Coordinate Activity with Association Attorney
- Maintain Corporate Record Book
- Maintain and Provide Storage of Association Records and Files
- Maintain On-Site Property Management (ARB)
- Purchase Office Supplies
- Purchase Postage
- Make Copies
- Send E-Mail Blast to Membership
- Maintain Web Site Administration
- Coordinate Newsletter Development
FINANCIAL SERVICES
- Maintain Custom Chart of Accounts
- Maintain Accounts Payable
- Check Disbursement – Weekly
- Maintain Accounts Receivable
- Credit Card Payments
- Direct Payment Option (ACH)
- Coupon Books
- Notification Letter to Delinquent Members
- Posting Late Fees and Interest
- Monitor Lock Box
- Maintain Billing
- Maintain Monthly Financial Statement
- Balance Sheet
- Income and Expense Statement
- Check Register
- Delinquency Report
- Prepaid Assessment Report
- General Ledger
- Coordinate Association Employee Payroll
- Posting and Collection of Fines Levied
- Preparation of Special Assessment Billing and Monitoring of the Special Assessment