Professional & Strategic Management Approach
Providing specialized services tailored to the unique needs of commercial properties ensuring comprehensive and effective management that goes beyond the basics.
Dedicated Association Manager
Providing each association with a dedicated account manager to handle day-to-day management tasks, and communications, taking the pressure off the Board.
Strategic Planning
Assisting the Board with long-term planning, helping to set clear goals and objectives for the association’s future.
Regulatory Compliance Management
Assisting the property in maintaining compliance with local, state, and federal regulations, including fire codes, safety standards, and more.
Legal Liaison
Acting as the intermediary with legal professionals to handle disputes, claims, or lawsuits, as well as to obtain legal input at the Board’s direction.
Meeting Preparation & Facilitation
Prepare and send agendas and comprehensive meeting packets prior to Board meetings, ensuring meetings are efficient and productive.
Policy Recommendations
Advising on best practices and recommending policy changes to improve operations and governance.
Bylaws Enforcement
Enforcing the association’s bylaws, rules, and policies fairly and consistently, with minimal Board involvement.
Dedicated Association Manager
Providing each association with a dedicated account manager to handle day-to-day management tasks, and communications, taking the pressure off the Board.
Meeting Preparation & Facilitation
Prepare and send agendas and comprehensive meeting packets prior to Board meetings, ensuring meetings are efficient and productive.
Strategic Planning
Assisting the Board with long-term planning, helping to set clear goals and objectives for the association’s future.
Policy Recommendations
Advising on best practices and recommending policy changes to improve operations and governance.
Regulatory Compliance Management
Assisting the property in maintaining compliance with local, state, and federal regulations, including fire codes, safety standards, and more.
Bylaws Enforcement
Enforcing the association’s bylaws, rules, and policies fairly and consistently, with minimal Board involvement.
Legal Liaison
Acting as the intermediary with legal professionals to handle disputes, claims, or lawsuits, as well as to obtain legal input at the Board’s direction.
Maintenance & Facility Management
Effective business management is not just about running operations—it’s about strategically leading with vision, optimizing processes, and fostering growth to achieve sustainable success.
Routine and Preventive Maintenance
Scheduling and overseeing regular maintenance, such as landscaping, HVAC, roofing, systems inspections, cleaning and lighting.
Common Area Management
Perform routine building and grounds audits to ensure maintenance items are not deferred, and the property is in satisfactory condition.
Common Area Reporting
Our property report will be comprehensive in outlining building repair items and aid in planning for long term building maintenance.
24/7 Emergency Response
Providing emergency response for any unforeseen emergency issues that may arise.
Vendor Management
Vetting, negotiating contracts, and managing relationships with trusted portfolio vendors, ensuring high-quality services at competitive prices.
Capital Improvement Projects
Managing major renovations or facility upgrades from planning to execution, minimizing Board oversight.
Routine and Preventive Maintenance
Scheduling and overseeing regular maintenance, such as landscaping, HVAC, roofing, systems inspections, cleaning and lighting.
Common Area Reporting
Our property report will be comprehensive in outlining building repair items and aid in planning for long term building maintenance.
Vendor Management
Vetting, negotiating contracts, and managing relationships with trusted portfolio vendors, ensuring high-quality services at competitive prices.
Common Area Management
Perform routine building and grounds audits to ensure maintenance items are not deferred, and the property is in satisfactory condition.
24/7 Emergency Response
Providing emergency response for any unforeseen emergency issues that may arise.
Capital Improvement Projects
Managing major renovations or facility upgrades from planning to execution, minimizing Board oversight.
Comprehensive Financial Management
Budgeting & Financial Planning
Crafting detailed annual budgets being mindful of long-term financial plans to ensure the association’s financial health.
Assessment Collection
Managing all billing, collection, and processing of assessments and fees.
Vendor Payments & Accounts Payable
Handling all payments to vendors, ensuring prompt and efficient service.
Financial Reporting
Providing thorough yet easy-to-understand financial reports to the Board on a monthly basis.
Audit Preparation
Ensuring financials are ready for annual audits, minimizing Board involvement in complex accounting matters.
Reserve Fund Management