ADMINISTRATION AND ACCOUNTING
  • Maintain Owner database to include records related to compliance, improvements, maintenance and financials

  • Provide Owner statement of accounts

  • Process and deliver Resale Certificates/Disclosure Packets and Lender Questionnaires for initial purchase and refinancing

  • Maintain Association records 

  • Prepare and mail statements

  • Process assessment payments

  • Pay Association vendors

  • Reconcile Association bank accounts

  • Prepare monthly financial statements

  • Monitor delinquent accounts and recommend action per Governing Documents

  • Provide annual accounting information and work with accountants to conduct year-end audit and tax forms