Orlando Association Management

Accounting Services

• Allow multiple forms of payment for residents (E-check, Debit, Credit, Paper check).
• Employee Payroll processing and set up.
• Reserve Analysis creation and Implementation
• Collect all assessments due to the association and deposit monies in applicable accounts.
• Download and record lock-box electronic payment data.
• Send collection letters to all delinquent accounts and post appropriate fees.
• Prepare and submit delinquent account to association attorney.
• Monitor and supervise the 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, Delinquency, and current income and expense of the association.
• Maintain the integrity of financial records for the association C.P.A. year end report and tax returns.
• Prepare 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 meetings and the annual member meetings
• Prepare and distribute all notices, proxies and ballots required for meetings.
• Take and prepare minutes for the secretary if needed.
• Email Board of Directors meeting packages before meetings including: agenda, minutes, financials, reports, and proposals.
• Liaise with associations attorney, C.P.A., insurance agent and other professionals.
• Act to enforce the associations governing documents through property inspections, issuing violations notices, working with fining committee and attending mediation hearings.
• Maintain association records and provide supervised access to homeowners.
• Supervise associations contractors, validate and review license and insurance of contractors working on the property.
• Help develop scope of work and RFP to obtain competitive bids for maintenance and projects.
• Provide 24 hour emergency service line.
• Assist homeowners with association business promptly and responsively.
• Supervise sale and rental process for all tenants and new owners.
• Create and implement new systems and forms for the association.
• 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 visits.
• Maintenance tracking and request system.
• Architectural tracking and follow up processing.
• Preventative maintenance tracking and implementation.

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.