Boca Raton Association Management

Accounting Services

  • Collect all assessments due to the Association and deposit monies in applicable accounts.
  • Download and record lockbox electronic payment data.
  • Send collection letters to all delinquent accounts and post late fees.
  • Prepare and submit delinquent account to Association attorney.
  • Monitor and supervise progress of lien and foreclosure attorney action.
  • Receive, review, verify, and submit for payment all invoices, utilities and contractual services.
  • Prepare checks (with backup data) for Association officer’s signatures if needed.
  • Prepare monthly financial reports reflecting the general ledger, monthly balance, check register, current income and expenses verse actual budgeted income and expense.
  • Maintain the integrity of financial records for the Association C.P.A year – end- report and tax returns.
  • Prepare an annual budget for Association review, adjustment and approval.
  • Assist in filing the annual corporate Uniform Business Report with the Florida Secretary of State.

Management Services

  • Attend board meeting and the annual member meetings.
  • Prepare and distribute all notices, proxies and ballots required for meetings.
  • Take and prepare minutes for the secretary.
  • Email Board of Directors meeting packages before meetings.
  • Packages includes agenda, minutes, financials, reports, and proposals.
  • Liaise with Association’s attorney, C.P.A., insurance agent and other professionals.
  • Act to enforce the Association’s governing documents through property inspections, issuing violation notices, working with fining committee and attending mediation hearings.
  • Maintain Association records and provide supervised access to homeowners
  • Supervise Association’s contractors, validate and review license and insurance.
  • Help develop scope of work and obtain competitive bids for maintenance and projects.
  • Provide 24 hour emergency service with access to licensed Property Managers.
  • Assist homeowners with Association business promptly and responsively.
  • Supervise sale and rental process for all tenants and new owners.
  • Create and implement for all new residents the Association orientation.
  • Maintain rent and lease database and require renewal of lease and approval.
  • Maintain up to date owner database with emergency contact information.
  • Onsite inspections/Compliance coordinator visits/40 year inspections
  • RFP prep and & bidding.
  • Architectural tracking/ follow up/processing

How we differ

  • Online application and streamline interview process.
  • Online orientation process set up and implementation.
  • Streaming and interactive E-Board meetings
  • All documents accessible online and can be emailed in minutes.
  • Social Media association group set up and monitoring
  • Online payments cash, e check, and debit
  • 24 hour maintenance call center with online portal for repair request and messaging.
  • Property manager scoring and review platform
  • Streamline repair process with delays caused by our negligence being reimbursed by the company on a sliding scale
  • $1 paid towards association dues for missed calls *
  • 100% transparency with fees and charges.
  • Investing and studying new technologies to help your community prosper.

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Boca Raton Area Information

Boca Raton Property Managers

Is the southernmost city in Palm Beach County, Florida, United States, first incorporated on August 2, 1924 as "Bocaratone," and then incorporated as "Boca Raton" in 1925. The 2015 population estimated by the U.S. Census Bureau was 93,235. However, approximately 200,000 people with a Boca Raton postal address reside outside its municipal boundaries. Such areas include newer developments like West Boca Raton. As a business center, the city also experiences significant daytime population increases. It is one of the wealthiest communities in South Florida. Boca Raton is 43 miles (69 km) north of Miami and is a principal city of the Miami metropolitan area, which had a population of 6,012,331 people as of 2015. Source From Wikipedia

Areas We Serve