Support Services
Our goal is to enhance efficiency, organization, and the overall management experience for your HOA.
Document Preparation
Efficient and accurate document preparation is essential for the smooth operation of any HOA. We offer the following document preparation services:
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Governing Documents:
- Drafting and revising CC&Rs (Covenants, Conditions & Restrictions), Bylaws, and Articles of Incorporation.
- Amendments and updates to existing governing documents.
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Meeting Agendas and Minutes:
- Preparation of meeting agendas based on the board's requirements.
- Compilation of detailed minutes during meetings to record discussions and decisions accurately.
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Notices and Communications:
- Drafting and distributing notices for various purposes, including meeting notices, rule changes, and community-wide announcements.
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Legal Compliance:
- Ensuring all documents comply with federal, state, and local laws, as well as HOA regulations.
Facilitating Meetings
Conducting effective meetings is crucial for addressing community issues and making informed decisions. We facilitate meetings to ensure they are productive and inclusive:
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Meeting Planning:
- Scheduling meetings at convenient times for board members and homeowners.
- Determining the agenda and ensuring all necessary materials are prepared in advance.
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Moderation:
- Professional moderation to maintain order, ensure everyone has a chance to speak, and keep discussions on track.
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Technology Integration:
- Utilizing technology to facilitate virtual meetings, ensuring accessibility for all members regardless of their location.
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Transparency:
- Providing accurate meeting minutes promptly after each meeting to keep homeowners informed about decisions and ongoing projects.
Record Maintenance
Efficient record-keeping is essential for legal compliance and the smooth operation of the HOA. We maintain accurate records to ensure the association runs effectively:
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Document Storage:
- Secure, centralized storage of all HOA documents for easy access by board members and homeowners.
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Financial Records:
- Maintaining financial records, including budgets, expenditures, and assessments.
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Archiving:
- Proper archiving of historical documents and records for future reference.
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Document Retrieval:
- Facilitating quick retrieval of documents and records upon request by board members or homeowners.
Consulting Services
Our consulting services are designed to enhance efficiency and organization within your HOA:
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Operational Efficiency:
- Analyzing current processes and recommending improvements to streamline operations.
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Policy Development:
- Assisting in the development and implementation of HOA policies and procedures.
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Vendor Management:
- Evaluating vendor contracts and services to ensure the best value for the association.
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Dispute Resolution:
- Providing guidance and support in resolving disputes within the community.
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Strategic Planning:
- Assisting the board in long-term strategic planning to meet the evolving needs of the community.
Our support services are tailored to meet the unique needs of your HOA, providing comprehensive assistance in document preparation, meeting facilitation, record maintenance, and consulting. With our expertise, your HOA can operate efficiently, effectively, and in compliance with all regulations. Let us handle the administrative burdens, allowing the board to focus on what matters most: the well-being and satisfaction of the community.
What We Do As your Manatee, Sarasota, Lee and Charlotte County Community Association Manager
ACCOUNTING & REPORTING
We handle budget preparation, accounts payable and receivable, reserve analysis, payroll, and collections, consolidating the data into clear and concise monthly financial reports for your convenience.
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MAINTENANCE & INSPECTIONS
We organize and oversee all community maintenance requirements, ensuring round-the-clock emergency response, conducting inspections of common areas, and scheduling regular maintenance tasks.
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SUPPORT SERVICES
We provide support to boards by aiding in document preparation, facilitating meetings, maintaining records, and offering consulting services to enhance efficiency and organization.
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COMMUNITY OUTREACH & ENGAGEMENT
The Online Portal provides board members and homeowners with a platform for effective communication, offering real-time access to all community information and data.
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ASSESSMENT COLLECTION
Our Online Portal for homeowners simplifies the collection of payments, ensuring owners can easily track the status of their accounts
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COMPLIANCE
Confronting neighbors about violations is something no one looks forward to. However, we handle inspections, enforcement, and the meticulous record-keeping of all violations and compliance reports on your behalf.
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We Have Three Goals When Managing Your Manatee, Sarasota, Lee and Charlotte County Community
Make Your Community the Best Place to Live.
Deliver Superb Service to Board Members and Residents.
Add Tangible Value Back to Your Community.
Administrative
Management
- Handling of all membership inquiries
- Organize & attend membership meetings
- Estoppel Services
- Selecting insurance providers and policies for board approval
- Obtaining competitive bids for services
- Monitoring of local/national laws and advice on pertinent legislative issues
- Communicating with city, state and county authorities as needed
Financial
Management
- Accounting and Reporting
- Budget Preparation
- Vendor and Invoice Management
- Monthly reconciliations
Maintenance & Building
Management
- Enforcement of community association covenants, conditions and restrictions
- Common area inspections
- Architectural Review Process
- Compliance and Violations
- Online maintenance and work order management
- 24-hour availability/on-call maintenance
Areas We Serve
- Bradenton
- Ellenton
- Lakewood Ranch
- Parrish
- Sarasota
- Venice
- Englewood
- North Port
- Port Charlotte
- Punta Gorda
- Barrier Islands
- Wellen Park
- Nokomis
- Longboat Key
- Palmetto
- Siesta Key
- Anna Maria Island
- Palm Island
- Sanibel
- Captiva
- Fort Myers
- Fort Myers Beach
- Bonita Springs
- Cape Coral
- Lehigh Acres
- Estero
- Lido Key