Orlando 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.