HOA and condo association management
Making decisions for your community can feel daunting. Our job is to give your board complete, accurate and timely information, and to take the day-to-day work off your plate at whatever level you need.
Choose your level of service
Each level includes everything in the one before it.
Accounting only
The financial backbone of your association, handled professionally and on time.
- Prepare the annual operating budget with board input
- Bill and collect assessments, with electronic payment options
- Make regular deposits in an FDIC-insured bank
- Apply every payment accurately to homeowner accounts
- Deliver monthly financial statements to the board
- Receive, verify and pay all invoices on time
- Send delinquent accounts to collections based on the board’s structure
- Work with attorneys on collections and, when necessary, liens
- File the annual registration with the Georgia Secretary of State
- Assist the association’s CPA with federal and state tax filings
- Send closing letters and work with closing attorneys so the association is paid at every closing
- Track re-sales, bankruptcies and foreclosures in the community
- Assess fines for covenant violations as needed
- Maintain ACC forms and send approval or denial letters
- Keep the association’s files
Core service
Includes everything in accounting only
Everything in accounting, plus consistent covenant enforcement.
- Send letters to members who are in violation of the Declaration of Covenants, Conditions and Restrictions (CC&Rs)
- Board meeting attendance available, depending on your needs
Full service
Includes everything in core service
Everything in accounting and core, plus hands-on management of your community.
- Inspect the property regularly for covenant violations, using the governing documents as a guide
- Prepare and send violation letters after board approval
- Keep records of every violation, with photos when possible
- Discuss violations with homeowners as needed
- Work with county officials on county violations
- Solicit bids for common-area work and present them to the board
- Coordinate vendors and make sure work is completed satisfactorily
- Manage common areas so facilities are maintained
- Attend board meetings and the annual meeting
A check and balance system for your association’s money
Complete, accurate and timely financials are the cornerstone of our firm. From pro-forma operating budgets to reserve funding, we give your board what it needs to make sound financial decisions and protect the financial health of your association.
Every association we manage receives these reports monthly and annually.
- Accounts receivable report
- Balance sheet
- Bank reconciliation of all accounts
- Budget comparison report
- Cash disbursement report
- Operating budget
- Aging delinquency report
Not sure which level fits?
Boards with a pool, clubhouse or a long vendor list usually want full service. Hands-on boards that handle their own vendors often start with accounting or core. Tell us about your community and we’ll recommend a level, or call us at 770-949-5663.
Tell us about your community
Share a few details and we’ll put together a proposal. No obligation, and we respond within one business day.