Association Services
We provide professional licensed portfolio and onsite management for over 150 Homeowners, Condominium and Commercial Property Owners Associations in Florida. Currently those associations’ include over 30,000 units that will ultimately have near 40,000 total units at build out.
Our practice includes the following areas of service
Accounts Payable
Disburse payables as approved by the Association’s board.
Audits
Provide all supporting schedules and accurate accounting records to ensure the efficient and timely completion of the audits or reviews performed annually.
Bank Accounts
Maintain association bank accounts.
Assessment Collection
Prepare invoices for annual association assessments, dues, fines or other amounts due to the Association. Track collections and follow up with delinquent notices as needed.
Architectural Control
Approve all exterior renovations, additions or other modifications subject to architectural review.
Budgeting
Coordinate the preparation of the Association’s annual maintenance budget as well as monitor disbursements and expense payments.
Community Inspections
Perform regular inspections of properties to ensure compliance with deed restrictions. Prepare and send violation notices as necessary.
Compliance
Ensure the Association is in compliance with governing documents and the Florida Statutes.
Emergency Services
Coordinate emergency and after-hours services as necessary to minimize the disruption of normal Association activities.
Title Company Correspondence
Provide amounts of outstanding dues, assessments or liens and provide estoppel information to title companies for individual lot closings.
Meeting Planning
Prepare agendas, meeting materials and all other documents necessary for presentation at regular or special meetings.
Owner Information
Maintain detailed owner information to ensure up-to-date owner information for each property for purposes of billing, violation notices or any other general correspondence.
Records Maintenance
Maintain Association records and files and perform all other administrative functions necessary for efficient Association management.
Tax Preparation
Coordinate the preparation and filing of federal income tax returns.
Financial Statements
Prepare monthly and annual financial statements.