"Our Services"

'All' Exclusive Contract

The monthly fee for Physical and Accounting Services on this type of contract includes - at no extra charge - Quarterly Newsletters, day-to-day correspondence, courtesy notification of current violations, and faxes to or for vendors and owners.

Exceptions to this 'All Exclusive Contract' billing policy are: Annual Meeting mailings, Budget mailings, Board-directed mailings, questionnaires, and Owner and Vendor Certified Letters. You can be assured that the associated extra cost involved for these services would be incurred only at the Board's direction and with full disclosure of the costs involved.


'Detail List' Exclusive Contract

This type of contract allows the services to be detailed and custom to your account, such as 'No Accounting Service' or 'No Physical Management'.


On-Site Management Contract

This type of contract provides on-site management of your association.


Our Approach to Managing Your Association

Your home is often the largest investment you make.  But, it is not only a financial investment.  It is also right up there with your career and family as your largest investment in personal satisfaction and wellbeing. And, if you are retired, it becomes an even bigger piece of the satisfaction and wellbeing pie.

We are dedicated to maximizing your investment - to working with the Board and the entire community to protect your property values and living environment.  This dedication has directed many choices we've made about our business - choices made to maximize our ability to live up to our own high expectations and our commitment to our customers:

  • To be a botique management company with a selected clientele in order to be able to provide the very highest level of personal service to our customers.
  • To invest in a state-of-the-art community management system in order to:
  • take advantage of the process control, information management, and process reliability that such technology provides;
  • maximize our ability to manage the vendors - their qualifications, their performance with regard to quality of work, performance to schedule, and performance to meeting cost commitments; and
  • minimize the time required to provide any requested information, and maximize your convenience in requesting and obtain that information.

Our Service to the Needs of All Members of the Community 

  • Physical site inspections no less than twice a month - by your Community Manager - to monitor the needs and maintain the property value of the community.
  • Your Community Manager is accessible by phone, email and on-line requests.  (See 'On-Line Services' below.)
  • We are responsive to questions and able to give direction.
  • Excellent customer service and follow through.
  • On-line instant access 24/7/365 to update personal information (phone numbers, email, authorized visitor list, automobiles, etc.)
  • On-line instant access 24/7/365 to status reports of all activities related to the homeowner (homeowner requests, compliance issues, work status, etc.).
  • On-line instant access 24/7/365 to Association documents, calendar, facility reservations, etc. 

Our Service to the Needs of the Board Members 

  • We provide pro-active management .
  • We provide vendor management and accountability.
  • We provide professional counsel and guidance. 
  • The Board has instant 24/7/365 access to on-line site-wide reports accessible only to Board members.  The reports are up-to-date as of the moment the Board accesses it: community member information, activity status (homeowner requests, violations, architectural modification applications, work orders, etc.).

Financial Services

Our financial services are out sourced to a senior accounting firm with 20+ years working in the HOA industry with a CPA on staff.


Maintenance Services
We have relationships with a number of services providers that we have qualified to meet legal and our performance standards. The qualifications and performance of these vendors is monitored on a continual basis.

We will also bring onto our team and work with your perferred vendors.


Online Services
As part of our commitment to provide the best service and convenience possible to our customers, we have invested in on-line customer service/communication technology that provides the most advanced customer service/communication techology in the industry.

Each of our customers may have, if they wish, a link to their own website, which includes a customized community Home page, community calendar for meetings and facility reservations, access to community documents, the convenience of making service requests on-line and tracking the progress of the request 24/7/365, scrolling banner above the menu bar for broadcasting instant alerts and notices, and much more.