Serving Condo and Townhome Associations South of the River

Principles of Operation

1. Each town home or condo owner's unit is their castle. Every owner should be treated with dignity and respect.
   • We recognize the challenges that community associations can face and the fact that not every homeowner will always agree with decisions made by their board of directors.
2. Communication fosters a sense of community and reduces misunderstandings.
   • We believe in monthly communication with every homeowner. We use email when possible to reduce costs and paper clutter.
3. Financial information should be transparent.
   • We provide each board member with a quarterly CD that includes digital images of all association information. Any homeowner who wishes will also be provided an electronic copy of the same.
4. Proper maintenance is essential for pride of ownership and retaining property values.
   • We work with the board and the homeowners to stay ahead of the curve on maintenance issues.
5. We strive to assist the board in operating the association in a cost-efficient manner.

Finance Support:

• Monthly invoicing for assessments.
• Accounts payable.
• Quarterly financial reports to board.
• Annual tax preparation (included).
• Work with CPA on audit or review.
• Cash flow analysis.

• Attend all board and annual meetings.
• Work with contractors that provide on site services.
• Respond to homeowner concerns and maintenance requests.
• Inspect property quarterly.
• Monthly communication with homeowners.
• Review master policy and solicit quotes when needed.
• Prepare and distribute meeting minutes.
• Coordinate reserve studies, as needed, with a reserve specialist.
• Conduct an annual survey of all homeowners to measure homeowner satisfaction with association affairs.
• Obtain bids for various special projects and work with board to complete needed work.