Services

We know that every community has unique personalities, cultures, goals, and needs. Our services are scalable for Associations requiring accounting only to full scale management services. Our flexible contract options allow for customization based upon the culture of the association. Some of the services we provide:

Bookkeeping

  • Collections
  • Financial Services
    • Monthly reconciliation of all bank accounts
    • Payables and check disbursements
    • Payroll processing of Association employees
    • Financial reporting at meetings

Deed Restriction Management

  • Monthly inspections of the community
  • Violation processing
  • All communications with homeowners
  • Coordinate activity between the association and attorney

Architectural Control

  • Work with the association’s Architectural Control Committee
  • Process ACC submissions and provide to Board of Directors for review
  • Work with homeowners and provide guidance for ACC

Clubhouse Rental*

  • Process facility rental requests
  • Maintain calendar of availability
  • Process all rental deposits and fees

Other Basic Management Services

  • Coordinate all Board meetings
  • Coordinate all Annual Board meetings
  • Develop meeting agendas and BOD meeting packages
  • Provide email notifications to the community
  • Maintain all records as required by Texas Property Code
  • Solicit and receive bids, proposals, and estimates for vendors on behalf of the Association
  • Act as community liaison to coordinate vendors and government officials
  • Provide secure online payment system for all homeowners

Additional Services**

  • Bulk mail out services and other non-email notifications
  • Receive emergency/weekend service calls for community equipment (HVAC, plumbing, etc.)
  • Provide on-site observation for any capital improvements
  • Provide HOA documents/Resale certificates for home sales
  • Provide educational presentations and orientations to BOD and other Association stakeholders
  • Coordinate/Facilitate “extra” community meetings (holiday parties, National Night Out, etc.)
  • Provide real estate brokerage services or other professional services through our Strategic Partnership Program

*for associations with a clubhouse

** additional fees may be associated with these activities