Management Services

Source HOA
SERVICES

As a Full Service Management Company we:

Perform an Association Yearly Reserve Study
Consult with Board Members on Policy Changes
Provide Web site development, hosting and maintenance
Process Member Invoicing, Collect Member Dues, Financial Reporting, Process Liens, Prepare Tax Filings
Act as liaison with Attorneys and other Professionals
Review and approve all invoices submitted for payment
Prepare a Yearly budget pursuant to historical data, industry forecasts and projected needs
Manage association insurance requirements
Reconcile bank accounts including checking, savings and reserve
Coordinate board and annual meetings and distribute minutes
Advise and enforce CC&R's, bylaws, and board of director's guidelines
Supervise yearly maintenance contracts
Perform Bookkeeping services in-house with oversight by local CPA
Maintain complete, accurate, and timely association financial information to help the HOA in making sound decisions
Maintain current records for HOA board of directors
Advice and administration of HOA business
Rules and regulations enforcement and scheduled site inspections/maintenance schedules
Solicit competitive bids for repair work for major community projects
Continued education on HOA law and regulations