Monthly Financial Statements (available in hard copy and online)
Balance Sheet
Income/Expense Statements
Delinquency Reports
General Ledger
Budget Comparison Report
Bank Reconciliation Report
Copies of All Bank Statements
Annual Budget Preparation
Year End Auditor Setup and Correspondence
Vendor Payments
Checks Cut up to Three Times Per Month
Receive Homeowner Payments
Mail
Online
Automatic Withdrawal
Collection Services (some services are an additional minor cost)
Late Letters
Demand Letters
Lien Filings
Payroll Services
Personnel Taxes
Employee Payments
Payroll W2's
Personnel Files
Meetings
Prepare Meeting Agenda
Prepare Board Meeting Packets
Agenda, Summary Management Report, Detailed and Date-Stamped Management report, copies of correspondence, ACC report, Financial Packet, Copies of bids, proposals, contracts and comparisons, and minutes from the previous meeting for adoption
Deliver Board Packets the Friday before each Meeting
Provide draft of minutes to board via e-mail not more than 48 hours after the meeting.
Post Approved Minutes on Website
Attend Board Meetings
Attend Annual/Budget Ratification Meetings
Attend Special Meetings
Coach President to Run Efficient Meeting
Counsel and Guide Board at Meetings
Offer Experience, Training, and Knowledge for Decision Making
Vendor Management
Preferred Vendor List from Years of Experience with Area Vendors
Bid Process Handling
Vendor Contract Awarding
Vendor Oversight
Vendor Invoice Research and Approval
Association Attorney Correspondence
Insurance Review and Updating
Home Re-Sale Coordination
Homeowner Disclosure
New Resident Welcome Letter
New Resident Information Package
Membership Transfer Facilitation
Communication
24 Hour Emergency Call Line
24 Hour Call Return Promise (one hour for emergencies. Board members get call backs within two hours at any time, Homeowners get a call back no later than the next business day.)
Board Members Have Manager’s Cell Phone
Website Request Submittals
Email Communication
Newsletter Coordination and Sending
Meeting Notices
Special Mailings and Notices
Website
Dedicated (& Secured) Community Website ($30 per month)
