Property Management Services

Accounting / Bookkeeping
  • Set up general ledger, customer accounts and vendor accounts
  • Provide quarterly reporting, as requested by the client:
    • Schedule of cash disbursements
    • Schedule of accounts receivable balances
  • Implement billing and collection of account balances as required by the Association’s By-Laws. This includes follow-up collection calls and resending account statements. We will also work with your collection attorney if further action is required.
  • Pay vendor bills
  • Preparation of Annual Financial Statements including:
    • Balance Sheet
    • Profit & Loss
    • Cash Flow
  • Construct Budget and monitor against expenses throughout the year
  • Assist in Replacement Reserve analysis
  • Assist with tax return preparation
  • We will work with the accountant of the Association’s preference


  • Attend Board meetings (4 per year plus the owner’s annual meeting)
  • Maintain the Association’s minute book
  • Prepare and/or distribute communications to owners
  • Solicit bids from vendors/contractors
    • Ensure contractors awarded bids perform in accordance to their contract
  • Aggressive insurance bidding
  • Assist with interpretation of By-Laws
  • Maintain owners records and files
  • Maintain vendor receipts
  • Maintain frequent communication with Association regarding outstanding issues or concerns
  • Obtain Certificates of Insurance for the homeowners as needed
  • Secure key storage
  • Work directly with the owners regarding any issue or problem


  • Provide for care, upkeep and maintenance of all common elements and property, including ground care and landscaping, pool & tennis maintenance, building maintenance
  • Provide for all necessary repairs to maintain the integrity of the common elements and property
  • Coordinate “Engineering Studies” to determine useful life and replacement cost of common elements for Planning and Reserve Analysis
  • Provide weekly on-site inspections
  • Secure property in the event of incoming storm peril & clean-up afterwards