BOOKKEEPING SERVICES 

• Prepare annual budget
• Invoice and collect HOA dues and special assessments
• Review and pay HOA bills
• Monitor receivables and cash flow
• Follow collections process
• Maintain accurate records of income and disbursements
• Track reserve funds
• Prepare regular financial reports
• Reconcile bank statements
• Coordinate tax return with CPA

ADMINISTRATION SERVICES

• Prepare meeting notices and agendas
• Conduct meetings and take minutes 
• Administer quorum, proxy and voting requirements
• Maintain updated list of owners and their contact information
• Respond to title company and realtor inquiries
• Provide new owners with a "welcome" package
• Assist compliance with governing documents and statutes
• Act as registered agent
• Coordinate insurance coverage and handle insurance claims
• Expedite owner applications (DRC, replats, etc.)
• SB 100 compliance

RECORDS MANAGEMENT 

• Assemble and maintain a complete set of governing documents
• Digitize all governing documents and other HOA records
• Provide long-term storage of governing documents and HOA records

HOA WEBSITES

• Updated frequently
• Features can include voting, polling, calendar, news, message board, custom request forms, and board email
• Visit the websites of our HOAs by clicking on HOA WEBSITE LINKS on the site index.