Questions about HOA
An HOA management company assists the Board of Directors with the day-to-day operations of the community. This includes financial management (budgets, assessments, reporting), administrative support (agendas, minutes, records), maintenance coordination (work orders, vendor oversight), compliance with governing documents and laws, and clear communication with homeowners. The Board retains decision-making authority—management provides execution, expertise, and accountability.
Boards receive a complete monthly financial package, including balance sheet, income statement, budget-to-actual comparison, general ledger, bank reconciliations, and reserve fund updates. We also provide a summary “dashboard” version for quick review. Transparency and timeliness are our top priorities—financials are typically delivered by the 15th of each month.
All requests are logged through our communication system (phone, email, or online portal). Each request is acknowledged within 24–48 hours, assigned to the appropriate staff or vendor, and tracked until completion. The Board receives regular reports showing open and closed requests, so issues never disappear into a “black hole.”
We maintain relationships with pre-qualified, licensed, and insured vendors. For larger projects, we obtain at least three competitive bids and present them to the Board with recommendations. Once approved, we oversee scheduling, monitor performance, and verify completion with photos or site inspections before authorizing payment. Vendor performance is tracked for accountability.
Most communities transition within 30–90 days, depending on the availability of financial records and governing documents from the current manager. We provide a clear onboarding calendar that covers record transfer, homeowner communication, bank account setup, and Board orientation. The goal is a seamless, transparent process with no interruption in service.
Questions about the Company
Managing an HOA is more complex than many boards first expect. A professional property manager:
- Reduces Board Workload
- Handles the day-to-day details (owner inquiries, vendor coordination, financial reporting), so the Board can focus on governance and big-picture decisions.
- Ensures Legal Compliance: Keeps the association aligned with Davis–Stirling Act requirements, city codes, and fair housing laws—avoiding costly mistakes.
- Improves Communication: Provides clear, timely responses to owners and regular reporting to the Board, reducing misunderstandings and conflict.
- Protects Financial Health: Delivers accurate monthly financials, tracks reserves, and ensures assessments and vendor bills are handled properly.
- Coordinates Maintenance: Oversees vendors, schedules preventive work, and documents results, so common areas stay safe and property values are preserved.
In short: a property manager gives your community professional oversight, legal and financial protection, and peace of mind, while freeing the Board from the daily grind.
Boards receive a complete monthly financial package, including balance sheet, income statement, budget-to-actual comparison, general ledger, bank reconciliations, and reserve fund updates. We also provide a summary “dashboard” version for quick review. Transparency and timeliness are our top priorities—financials are typically delivered by the 15th of each month.
We partner with your Board of Directors to handle the day-to-day operations of your community, while the Board retains decision-making authority. Our role includes:
Financial Management: Budgets, assessment collection, accounts payable/receivable, monthly financial reporting, and reserve fund tracking.
Board Support: Preparing agendas, minutes, compliance calendars, and providing expert guidance on governance.
Owner Communication: Notices, newsletters, email/portal updates, and handling homeowner inquiries.
Maintenance & Vendors: Coordinating work orders, bids, vendor oversight, inspections, and preventive maintenance.
Compliance & Risk Management: Enforcing CC&Rs, managing insurance needs, and ensuring compliance with state laws like the Davis–Stirling Act.
In short: the Board sets policy, and we carry it out - efficiently, transparently, and professionally.
We partner with your Board of Directors to handle the day-to-day operations of your community, while the Board retains decision-making authority. Our role includes:
Financial Management: Budgets, assessment collection, accounts payable/receivable, monthly financial reporting, and reserve fund tracking.
Board Support: Preparing agendas, minutes, compliance calendars, and providing expert guidance on governance.
Owner Communication: Notices, newsletters, email/portal updates, and handling homeowner inquiries.
Maintenance & Vendors: Coordinating work orders, bids, vendor oversight, inspections, and preventive maintenance.
Compliance & Risk Management: Enforcing CC&Rs, managing insurance needs, and ensuring compliance with state laws like the Davis–Stirling Act.
In short: the Board sets policy, and we carry it out - efficiently, transparently, and professionally.
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