HOA & Condo Management

Financial & Accounting Services

Financial & Accounting Services

Financial & Accounting Services

HOA dues and assessment collection
Annual budget planning and reserve fund forecasting
Monthly and annual financial statements
Expense tracking and cashflow oversight
Tax filings, condo registry compliance, and legal reporting

Legal & Regulatory Compliance

Financial & Accounting Services

Financial & Accounting Services

Enforcement of HOA rules and bylaws
Contract management for vendors and service providers
Insurance policy management and renewals
Adherence to Florida Condo Act (Chapter 718)
Support for legal disputes and delinquent dues collection

Administrative & Board Support

Administrative & Board Support

Administrative & Board Support

Board meeting coordination, agendas, and minutes
Transparent homeowner communication
Record keeping for financials, insurance, and legal docs
Resident portals for payments and document access

Optional Enhancement

Administrative & Board Support

Administrative & Board Support

Resident mobile app and online payment portal
Preventive maintenance scheduling
24/7 emergency response