The Bronze package provides critical financial management including processing invoices, payment collection, budgeting, billing, cash flow management, tax filings, financial reporting, and pursuing delinquent accounts. This alleviates the burden of handling complex accounting tasks. Bronze also offers communication services to resolve owner inquiries promptly, share community updates, and enforce violations when needed. This covers essential operations so your association runs smoothly. The Bronze package does not include compliance visits;\ attendance at board meetings; or bid procurement.

Services include:

Vendor Management - including 1099 processing & distribution

Invoice Processing

Web Portal for Board Members & Owners

Cash Management of Operating & Reserve Funds

Corporate Tax Return Coordination with CPA

Monthly Financial Packet (delivered by the 20th of each month)

Accounts Receivable

Budgeting Services

Assessment Billing

Accounts Payable

Communication With Owners, Including Inquiries, Welcome Letters, Announcements, Notices, Violations, Meeting Packets, Collection Letters, etc.

Process real estate closings.

Electronic Document and Records Management

Bank Account Setup, Management, and Reconciliation

Provide Owner Account Statements

Process Late Fees, Penalties, and Extra Charges as Outlined in the Governing Documents and According to State Law.

Process Delinquent Account Handover to Attorney or Third Party Collections Firm According to Association Policy.

Silver

The Silver package offers comprehensive financial management, communication, and governance services for your association. This includes processing invoices, payments, taxes, financial reporting, collections, closings, billing, budgeting, cash flow management, and account reconciliation. Silver also handles communication needs like inquiries, announcements, violations, meetings, welcome letters, and document management. Additionally, it provides vendor management, web portals, architectural services, bid procurement, and reserve study coordination. With around-the-clock support, monthly reporting, and attendance at your annual meeting, the Silver package is a complete solution to maintain operations, finances, and owner relations so your board can focus on leading the community. The Silver package does not include compliance visits.

Despite not providing compliance visits, Manager will still process alleged governing document violations reported by owners. Owners must provide appropriate documentation and photographs demonstrating the alleged violation. Manager will review the owner evidence and determine if it warrants drafting a notice for Board review. For complaints with sufficient owner documentation, Manager will prepare a draft violation notice and submit it to the Board for approval prior to sending to the owner. Manager will not visit the property to investigate or photograph the complaint. Upon Board approval, Manager will issue violation notices to owners. Manager will track responses and resolution of violations. Manager will provide the Board with monthly reports summarizing open violations and their status. Manager will not impose any fines or disciplinary actions without Board approval.

Services include:

Vendor Management - including 1099 processing & distribution

Invoice Processing

Web Portal for Board Members & Owners

Cash Management of Operating & Reserve Funds

Corporate Tax Return Coordination with CPA

Monthly Financial Packet (delivered by the 20th of each month)

Accounts Receivable

Budgeting Services

Assessment Billing

Accounts Payable

Communication With Owners, Including Inquiries, Welcome Letters, Announcements, Notices, Violations, Meeting Packets, Collection Letters, etc.

Process real estate closings.

Electronic Document and Records Management

Bank Account Setup, Management, and Reconciliation

Provide Owner Account Statements

Process Late Fees, Penalties, and Extra Charges as Outlined in the Governing Documents and According to State Law.

Process Delinquent Account Handover to Attorney or Third Party Collections Firm According to Association Policy.

One Annual Meeting Report Preparation and Attendance;

Architectural Control Processing, Including Requests, Submittals, Board Decisions

Monthly Architectural Report

Coordinate Bid Procurement With Qualified and properly Insured Vendors

Reserve Study Coordination with Engineer

Monthly Management Report

24/7 On-Call Support

Gold

The Gold package offers comprehensive financial management, communication services, architectural support, and robust governance for your association. This includes processing invoices, payments, budgets, billing, cash flow, taxes, financial reporting, collections, closings, and account reconciliation. Gold also handles inquiries, announcements, violations, meetings, welcome letters, document management, vendor relations, web portals, bid procurement, and reserve studies. Additionally, it provides attendance at up to four board meetings per year, monthly management reports, annual board training, and tracking of action items. With up to four compliance visits per year and violation reporting, Gold empowers effective leadership and community aesthetics. The Gold package is an all-in-one solution for operations, finances, owner relations, and strategic governance.

Services include:

Vendor Management - including 1099 processing & distribution

Invoice Processing

Web Portal for Board Members & Owners

Cash Management of Operating & Reserve Funds

Corporate Tax Return Coordination with CPA

Monthly Financial Packet (delivered by the 20th of each month)

Accounts Receivable

Budgeting Services

Assessment Billing

Accounts Payable

Communication With Owners, Including Inquiries, Welcome Letters, Announcements, Notices, Violations, Meeting Packets, Collection Letters, etc.

Process real estate closings.

Electronic Document and Records Management

Bank Account Setup, Management, and Reconciliation

Provide Owner Account Statements

Process Late Fees, Penalties, and Extra Charges as Outlined in the Governing Documents and According to State Law.

Process Delinquent Account Handover to Attorney or Third Party Collections Firm According to Association Policy.

Architectural Control Processing, Including Requests, Submittals, Board Decisions

Monthly Architectural Report

Coordinate Bid Procurement With Qualified and properly Insured Vendors

Reserve Study Coordination with Engineer

Monthly Management Report

24/7 On-Call Support

Up to Four Board Meetings per year

Up to Four Compliance Visits per year

One Annual Board Training Session (Virtual)

Platinum

The Platinum package provides comprehensive financial management, communication, architectural support, and highly engaged governance services. This includes processing all invoices, payments, budgets, billing, cash flow, taxes, financial reporting, collections, closings, and account reconciliation. Platinum also handles owner inquiries, announcements, violations, meetings, welcome letters, document management, vendor relations, web portals, bid procurement, and reserve studies. Additionally, it includes attendance at up to 12 board meetings per year, monthly management reports, annual board training, tracking of action items, up to 12 compliance visits per year, and violation reporting. With extremely responsive service, frequent site visits, and attention to arising needs, Platinum enables proactive leadership and maintenance of community aesthetics and quality of life. Platinum is the ultimate package for complete operations, finances, owner relations, and hands-on governance.

Services include:

Vendor Management - including 1099 processing & distribution

Invoice Processing

Web Portal for Board Members & Owners

Cash Management of Operating & Reserve Funds

Corporate Tax Return Coordination with CPA

Monthly Financial Packet (delivered by the 20th of each month)

Accounts Receivable

Budgeting Services

Assessment Billing

Accounts Payable

Communication With Owners, Including Inquiries, Welcome Letters, Announcements, Notices, Violations, Meeting Packets, Collection Letters, etc.

Process real estate closings.

Electronic Document and Records Management

Bank Account Setup, Management, and Reconciliation

Provide Owner Account Statements

Process Late Fees, Penalties, and Extra Charges as Outlined in the Governing Documents and According to State Law

Process Delinquent Account Handover to Attorney or Third Party Collections Firm According to Association Policy.

Architectural Control Processing, Including Requests, Submittals, Board Decisions

Monthly Architectural Report

Coordinate Bid Procurement With Qualified and properly Insured Vendors

Reserve Study Coordination with Engineer

Monthly Management Report

24/7 On-Call Support

Violation Processing and Monthly Reports

One Annual Board Training Session (Virtual)

Up to 12 Board Meetings per year

Up to 12 Compliance Visits per year

Compliance (Inspections and Violations)

$200 per 100 doors plus $50 trip charge - $250 minimum

Drive-throughs by default

Common Area Walk-throughs (must be with a board member)

Additional Board Meetings

$300 per meeting plus $50 trip charge - $350 minimum

Attendance

Management Reports

Action Item Updates

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