Services
Six areas of association management, delivered under one flat monthly fee — with every included item written into your agreement.
Full-service management, scoped in writing
Most associations need all six. Some need four. Your proposal lists exactly what your community is buying, so nothing arrives later as a surprise line item.
Financial Management
Dues collection, budgeting, reserve planning, and reporting your board can actually read.
See what’s includedGovernance & Administrative Support
Meetings, minutes, elections, records, and the homeowner communication in between.
See what’s includedRule Enforcement (CC&Rs)
Consistent inspections, documented violations, and architectural review that moves.
See what’s includedCommon Area & Amenity Maintenance
Landscaping, pools, gates, and roofs — tracked before they become assessments.
See what’s includedVendor & Contract Management
Competitive bids, verified insurance, and vendors held to what they signed.
See what’s includedLegal & Compliance
Statutory deadlines, insurance placement, and coordinated counsel when it matters.
See what’s includedHow engagement works
1. Discovery
You send governing documents, the current budget, and recent financial statements. We read them. Most of what determines a fair fee is in those documents: unit count, amenity load, delinquency levels, and how much the prior manager left unfinished.
2. Written proposal
You receive a scope of services, a flat monthly fee, a list of any genuine pass-through costs, and a proposed transition schedule. If we think a service you asked for is unnecessary for your community, we say so in the proposal rather than sell it.
3. Board review
We present to the board — in person or virtually — and answer questions with the assigned manager present, not just a salesperson. We will give you contact details for boards we currently manage so you can ask them directly.
4. Transition
Onboarding runs six to eight weeks: records transfer, bank account migration, vendor notification and reassignment, homeowner portal setup, and a rebuilt opening balance sheet. The board tracks it against a written checklist alongside us.
5. Steady state
Monthly financial packages by the 15th. Scheduled inspections. Board packets before every meeting. An annual service review where the board grades our performance against the agreement — and can walk away on 60 days’ notice if we are not meeting it.