-
We collect and account for your assessments.
-
We order and mail out your annual payment coupon booklets/statements.
-
We handle all of your collections/i.e. delinquent accounts.
-
We act as custodian for all of your Bank accounts, and work with your treasurer to ensure you are receiving competitive returns.
-
We maintain an owner roster.
-
We handle all aspects of your accounts payables, process your invoices, cut and mail out all of the checks, obtain vendor insurance certificates, issue 1099’s,etc.
-
We make sure all of your service providers and vendors have current workers comp. and liability insurance.
-
We assist the Board with the budget process.
-
We prepare specifications for contracted services, secure bids from reputable subcontractors, and present bids to the Board for approval.
-
We coordinate any common area emergency repairs.
-
We perform scheduled inspection drives of your property and mail out all compliance correspondence.
-
We monitor all of the contracted services such as lawn care, pool service, pest control etc.
-
We coordinate and monitor all major repair projects where necessary.
-
We coordinate the association’s property, liability and D & O insurance program.
-
We act as the Associations liaison with various governmental agencies.
-
We prepare and mail out all of the notices for the annual, budget and any special membership meetings.
-
We handle all of the logistical issues relating to the annual meetings such as sign in rosters, proxies, ballots, etc.
-
We monitor and submit your annual corporate filing with the state of Texas.
-
We schedule your annual audit and provide all of the needed documents invoices etc .to the auditor.
-
We ensure your status with the State Comptroller Office is in good standing.
-
We ensure the associations common property is correctly coded and valued for taxing agencies.
-
We are there to assist, support and act as a resource for the Board.
-
We provide educational symposiums for board members.
-
We monitor annual insurance appraisals, engineering and reserve studies.
-
We attend Board and annual meetings in accordance with the terms of the management agreement.
-
We review Architectural Request and submit to the board for approval.
-
We stay abreast of legislative changes to assist the community with compliance issues.
-
We generate your monthly financial reports: the balance sheet, income & expense statement, check register, delinquent report and bank reconciliations.
-
We work with mortgage companies, real estate agents and title companies on various closing and resale issues.