#1
straight forward pricing.
no hidden fees, ever.
Financial Management & Advisory
- Financials and Accounting Services
- Board of Trustees Advisory Services-$150/hr
- Project Management Services-5% Fee
- Starting at $250/month
- Minimum 10 units
Financials, Facilities, & Advisory
- Financials and Accounting Services
- Vendor oversight
- Board Advisory Services & Meetings-$150/hr
- Project Management Services-5% Fee
- Starting at $500/month
- Minimum 20 units
Full Service Management
- Financials and Accounting Services
- Facilities & Vendor Management
- Board Agency & Advisory
- Monthly Meetings
- Project Management Services-5% Fee
- Starting at $1,250/month
- Minimum 30 units
Financial
Management
- Assist in preparing the annual budget
- Collect and record monthly fees
- Deposit all funds collected into the association’s operating account
- Reconcile all bank accounts
- Maintain up to date unit account ledgers
- Promptly notify unit owners of delinquencies
- Oversee collection procedures for unit owner delinquencies
- Assess late fees as required
- Review and process invoices
- Record and disburse payment of approved expenses as determined by the Board
- Assist CPA with annual tax returns
-
Prepare monthly financial statements:
- Balance Sheet
- Income Statement
- Aged Receivables
- Aged Payables Report
- Check Register
- General Ledger
- Additional Reports as Requested by the Board
Administrative Management
-
Maintain condominium files and records:
- Association Documents and Amendments
- Record elected trustees
- Rules and Regulations
- Individual Unit Files
- Meeting Minutes and Agendas
- Site Plans
- Insurance Policies
- Current Contracts
- Financial Statements
- Copies of Unit Owner Checks
- Tax Returns
- Financial Audits
- Budgets
- Management Reports
- Unit owner/resident directory and information form
- Assist the Board with preparation and distribution of unit owner handbooks
- Prepare and distribute 6(d) certificates
- Attend up to twelve (12) Board of Trustee meeting
- Assist in the planning and notification of the Annual Meeting of unit owners
- Attend the Annual Meeting
- Prepare election ballots and proxies
- Assist the Board of the election process
- Assist with the association’s attorney as needed
- Correspond with unit owners, vendors, government officials, real estate professionals, and
- any other parties as required for the operation of the condominium
- Prepare and distribute all Association-to-Unit Owner communication
- Serve as the general liaison between unit owners and the Board
- Monitor and enforce condo docs and rules and regulations under the direction of the Board of Trustees
- Provide a 24-hour answer service for emergencies
Maintenance & Building Management
- Online Work Order Requests
- Vendor Management Bid Procurement, and Contractor Oversight
- Capital Repair and Replacement Management
- Preventative Maintenance Programs
- Reconstruction and Restoration
- General Maintenance and Repairs
- Property Inspections
- 24 Hour Emergency Services
We have three goals when managing your Southeastern Massachusetts Community.
#2
Deliver Superb Service to Trustees & Unit Owners.
#3
Add Tangible Value Back to Your Community.
Real Estate Brokerage Services
Seller, Buyer, and Investor Representation
Professional Photography & Matterport Tours
Complimentary No Pressure Comparative Market Analysis
What We Do as Your Massachusetts Condo/HOA Property Manager
our services
DEDICATED COMMUNITY MANAGER
You will always know who to contact for issues within the community because we assign a dedicated manager who knows you and your neighbors, and will be readily available to help.
COMMUNITY COMMUNICATION
The Online HomeownerPortal gives board members and homeowners a way to communicate effectively with real-time access to all community information & data.
ASSESSMENT COLLECTION
Our 24/7 Online Homeowner Portal simplifies the payment process and makes it as easy as possible for owners to know the status of their account.
ACCOUNTING & REPORTING
We take care of budget preparation, accounts payable & receivable, reserve analysis, payroll, and collections, then bring the data together in streamlined monthly financial reports.
BOARD ASSISTANCE
We help your board with document preparation, meetings facilitation, record keeping, and consulting to increase efficiency and add value back to the community.
COMPLIANCE RESOLUTION
We take care of inspections, enforcement, and record keeping of all violations and compliance reports so nobody has to confront their neighbor directly about potential issues.
DOCUMENT MANAGEMENT
Documents are neatly stored online, giving homeowners and board members easy access to meeting minutes, financials, and community rules.
MAINTENANCE & INSPECTIONS
We coordinate and manage all community maintenance needs with inspections of common areas, scheduled maintenance, and 24/7 response for emergency issues.
And More
Areas We Serve
Don’t see your neighborhood?
These are just a few of the cities and communities we offer management services to. If you don’t see yours, contact us as we are always looking to expand!
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