Source Services
Your HOA Community Advisor
Contact us for a free consultation!

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 vendor 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​