We specialize in providing comprehensive HOA management services.

Our Full-Service Management Program offers a comprehensive suite of community association management services, including:  

• FISCAL BILLING & COLLECTION ACTIVITIES – Collection and Deposit of Assessments  

• FINANCIAL SERVICES – Our HOA management includes fiscal billing and collection activities, payment of invoices, and preparation of detailed financial reports (balance sheets, income statements, receipts, disbursements journals, check registers, delinquency reports, delinquency follow-up reports, operating statements, trial balances, members’ ledgers, and membership listings). We ensure fiscal compliance with California Civil & Corporations Code.  

• ADMINISTRATIVE & COMPLIANCE PROGRAM – We guarantee compliance with regulations and California Civil & Corporations Codes, alongside administrative duties such as record-keeping and communication within the Association. This encompasses necessary documentation for compliance with federal, state, and local regulations, daily communication with unit owners regarding common area issues, budget preparation, interaction with contractors and vendors providing services for the Association, and attendance at board of directors meetings (if applicable) and annual membership meetings upon request. Additionally, we offer 24/7/365 assistance for genuine emergencies, monthly property inspections, enforcement of governing documents, and collection of delinquent assessments and fines—all vital for effective property management services.  

We assure you will receive exceptional value for your investment.  

Our Service Quality and Industry Knowledge Are Unmatched!  

Management fees and services can be negotiated and tailored to fit your needs.  

Detailed Description of Services Provided:  

Financial Services: Our HOA management includes tasks such as preparing internal unaudited financial statements, internal accounting, bookkeeping, billing of assessments, and related services.  

Management Services: Our acts performed include, but are not limited to:  

(1) Administering or supervising the collection, reporting, and archiving of the Association's financial and common area assets as directed by the Association’s board of directors.  

(2) Implementing resolutions and directives from the board overseeing the operation of the community association.  

(3) Administering provisions of governing documents that regulate the operation of common interest developments.  

(4) Managing Association contracts, including insurance, within the scope of the Association’s duties, involving vendors, contractors, and other third-party service providers.  

(5) Adhering to a code of professional ethics and standards for certified common interest development managers.  

We address personnel issues, including general matters related to independent contractors or employees, harassment laws, the Unruh Civil Rights Act, the California Fair Employment and Housing Act, and the Americans with Disabilities Act.  

Risk Management covers insurance, maintenance, operations, and emergency preparedness.  

We also focus on Property Protection for the Association, including matters related to environmental hazards like mold, asbestos, radon gas, and lead-based paint, as well as compliance with regulations on energy conservation and solar energy systems.  

Our Business Affairs ensure necessary compliance with federal, state, and local laws.  

Enforcement Matters involve interpreting, implementing, and enforcing governing documents and regulations affecting the Association's activities.  

General Management activities encompass the skills needed for managing the common interest development, including:  

- Finance issues, such as budget preparation; management and supervision of financial asset collection, reporting, and archiving; bankruptcy laws; and assessment collection.  

- Contract negotiation and administration.  

- Supervision of employees and staff.  

- Management of maintenance programs and administration of rules, regulations, and parliamentary procedures.  

- Management of architectural standards and recreational programs and facilities.  

- Management of owner and resident communications, training, and strategic planning for the Association’s Board of Directors and committees.  

- Implementation of Association policies and procedures, addressing current issues related to common interest developments, and establishing conflict avoidance and resolution mechanisms.  

- Topics covered by the Davis-Stirling Common Interest Development Act, including types of California common interest developments, disclosure requirements, meeting requirements, financial reporting, and member access to association records.  

A 24/7 response is also provided for emergencies related to common areas.