Board Member Resources

Frequently Asked Questions

• HOW MUCH ARE YOUR MANAGEMENT FEES PER MONTH?

  Our management fees vary depending on the type, size, and specific needs of your community or property. We offer competitive, transparent pricing with no hidden fees. To provide an accurate quote, we take into account services like accounting, maintenance coordination, compliance enforcement, and more.

  Contact us today for a free consultation and customized proposal tailored to your association’s needs.

• WHAT IS INCLUDED IN THE FINANCIAL SUMMARY AND HOW OFTEN ARE THEY PROVIDED TO THE BOARD FOR REVIEW?

  Our financial summaries typically include a balance sheet, income and expense statement, budget comparison, accounts receivable report, bank reconciliations, and a general ledger. These reports give the board a clear picture of the association’s financial health.

  We provide financial summaries to the board monthly, and they are reviewed during each board meeting or upon request. Our goal is to ensure full transparency, accuracy, and timely reporting for confident decision-making.

• DOES YOUR COMPANY ASSIST IN THE FACILITATING OF ANNUAL AUDITS AND TAX PREPARATION?

  Yes, we assist in coordinating annual audits, reviews, or compilations with certified public accountants (CPAs) as required by your governing documents or state law. We also help facilitate the preparation and filing of federal and state tax returns for the association by providing all necessary financial records and documentation to your chosen tax professional.

  Our role is to ensure a smooth, timely, and compliant process while keeping the board fully informed every step of the way.

• WHAT IS YOUR PROCESS FOR THE COLLECTION OF DELINQUENT HOMEOWNER ACCOUNTS?

  Our collection process follows the association’s governing documents and applicable state laws. We begin with a series of reminder notices and late fee assessments, sent according to a structured timeline. If the account remains unpaid, we escalate the matter by sending pre-collection or demand letters and may refer the account to a collections agency or association attorney, if authorized by the board.

  We work closely with the board to ensure fair, consistent enforcement, while also offering payment plans when appropriate to help resolve delinquencies and maintain community cash flow.

• WHAT ASSESSMENT PAYMENT OPTIONS DO YOU PROVIDE TO OWNERS?

  We offer multiple convenient payment options for owners, including:

  • Online payments via credit/debit card or eCheck through the secure owner portal
  • Automatic recurring payments (ACH) for worry-free, on-time payments
  • Mail-in payments by check or money order
  • In-person payments at our office (if applicable)

  We strive to make the payment process easy and accessible. Detailed instructions and links to the payment portal are available on our website or included with monthly statements.