Service & Communication
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Assist board in administering
CC&R’s
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Prompt response to association
phone calls
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Prompt response to association
correspondence
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Walk-thrus/inspections
Meetings
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Schedule, notice, coordinate
and attend all board meetings
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Provide board packages prior
to meetings
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Assist association committees
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Prepare and assist with annual
meeting packages
Contract Administration
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Administer all association regular
maintenance contracts
Records
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Maintain master mailing list
and labels
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Establish and maintain all association
files
Repairs & Maintenance
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Oversee association repairs
and maintenance personnel
Insurance
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Assist with securing annual
insurance policy
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Assist board with annual budget
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Assist board with interest rate
management of cash reserves
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Assist board with reserve analysis
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Financial Reporting
Monthly financial statements
consist of:
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Balance sheet
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Statement of income and expenses
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Budget comparison report
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Accounts receivable detail
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Prepaid accounts detail
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Check register
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Monthly bank statement reconciliation
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General ledger
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Banking
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Administer all bank and investment
accounts
Account Collections
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Diligently pursue all delinquent
accounts
Accounting Services
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Degreed, in-house accountant
handles all accounts
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Monthly homeowner billing
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Prompt payment of all association
expenses
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Prompt deposit of all association
receipts
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Utilize firms accountant to
initially set up association financials
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Long-term financial planning
(i.e. cash flow and reserves)
Legal
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Work closely with association’s
attorney on all legal matters, including liens and foreclosures
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Consult with association’s attorney
on document amendments
Review association documents
and ensure they are in compliance with Florida statutes
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