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Adding Value to Your Community

Financials "Plus" Management Services

Includes all of the services included in our Financials Only packages, plus more direct support for the Board of Directors, including:

Oversee Risk Management Program

  • Assist the Board in placing and keeping in effect various insurance policies, and other such coverage as may be necessary for the protection of the interests of the Association.

Budget Preparation and Tracking

  • In accordance with the association's policies and assistance of the Board, pre­pare an annual operating budget setting forth itemized statements of income, expenses and invest­ments.
  • Project year end numbers as basis for moving forward.
  • Submit proposed budget for discussion with supporting documentation.
  • Participate in discussions with board to develop final budget.
  • Attend one formal budget meeting with the Board.

Annual Meeting Support and Attendance

  • Prepare call for candidates notices.
  • Prepare required notification of meeting and proxy forms.
  • Attend Annual Meeting and assist in vote tabulation.

Resale Packet Preparation

  • Prepare all necessary documentation required for the resale of a Unit or Lot.
  • Fee to be paid by current owner.

To submit a proposal for management of your community click here: Management Proposal Request