Our Services
 

Our services are designed to remove the aggravation, inconvenience, work and liability of serving as a trustee of your association. It is very unusual to find a trustee with both the time and experience necessary to provide an association with all of the services that are required to maintain both the legal requirements and a proper set of financial statements. Our mission is to provide your association with those professional services at a cost effective price.

The following list outlines some of the primary services that we provide.

  • The invoicing and collection of your association fees.
  • We can accept credit card payments or automatic bank drafts.
  • Follow up collection notices to delinquent accounts.
  • Preparation of liens on past due accounts
  • Retention of legal services to collect problem accounts.
  • Bad checks are promptly dealt with by our office.
  • Payment of association bills thru our escrow accounting system.
  • Liaison with title companies regarding real estate closings.
  • Mailing of newsletters and other notices.
  • Maintenance of association financial records.
  • Preparation of association Income Tax Returns when required.

Our goal is to relieve you of as many paperwork headaches as possible so that you can concentrate on the effective management of your association.
 

Your association is a business. Let us help you manage it effectively.