Financial and accounting services

Independent review of annual budget to evaluate financial health of the HOA, identify payable and receivable hot points and areas that need improvement and provide a roadmap towards achieving financial health for the HOA.

Independent review of receivables and Governing documents (such as the HOA’s assessment collection policy) to put together proper system that would lower or eliminate delinquencies.

Assist with recommending service providers (from regular vendors, to insurance companies, CPA firms, and other service providers) to lower HOA’s expenses.

Maintenance services

Review Rules and Regulations to assist with main issues affecting the HOA

Assist with implementing new set of Rules and Regulations (as required by Civil Code) as needed.

Walk the HOA through step-by-step (per Civil Code) process of addressing and resolving the issues.

Provide proper (per Civil Code) violation letters and timelines.

Regular inspection of the HOA to inspect overall condition of the community (and provide maintenance and non-compliance reports)

Organizational & preventative measures

Our comprehensive HOA Reserve Study & Maintenance Support service ensures your community is financially prepared for future repairs and replacements, while maintaining the quality, safety, and aesthetic appeal of all common areas.

Review the HOA’s reserve study and reserve components and establish an Annual Maintenance Calendar to proactively address all items that need to be serviced and looked at throughout the year.

Solicit, review, and analyze, maintenance proposals.

Annual meeting assistance

Our Annual Meeting Assistance service ensures that your HOA’s most important yearly event the Annual Election Meeting is conducted legally, smoothly, and with full transparency. We help boards stay compliant with all applicable California Civil Code requirements, while streamlining preparation, execution, and documentation.

Document assistance

Managing an HOA involves a constant flow of documentation, from enforcement and maintenance to architectural requests and vendor coordination. Our Document Assistance Service ensures your association has legally sound, clearly written, and professionally formatted documents ready when needed.

We help boards and community managers stay compliant, consistent, and efficient across all their official communications.

Assist with providing documents essential to running the HOA, such as non-compliance notices, hearing notices, bid request letters, and architectural applications, etc.