HOA Services

Homeowner Association Management Services


  • Annual Operating and Reserve Budget Preparation

  • Maintain Association Bank Accounts

  • Account Receivable of Association Assessments

  • Accounts Payable

  • Financial Statement Preparation

  • Maintain All Association Records

  • Interpret the Association’s CC&R’s, By-Laws and Rules & Regulations

  • Prepare Meeting Materials and Attend all Meetings



  • Regular Periodic Inspections of the Property

  • Coordinate and Supervise all Routine Maintenance

  • Annual Review of all Service Contracts


Other Responsibilities

  • Advise Board on Legislative Matters

  • Assist the Association’s Attorneys on any Legal Action

  • Assist the Association’s Accountant with the Annual Tax Returns


Other HOA Services Available

Services can be provided on an hourly or fixed fee price.

  • Reserve Study – Assist a professional reserve study preparer when a new reserve study is required or an update is needed.

  • Maintenance – All routine maintenance and repairs of the Association’s property

  • Project Management

    • Capital Improvement Projects

    • Insurance Claims

    • Major Repairs – Repairs not within the routine maintenance of the property

  • Design Review Committee Management