Our Services
25-plus years local—and counting.
When it comes to who you count on for property and association management, local is an advantage. Not only are we close to your property’s location, but our ties throughout St. Lucie, Martin, Indian River, and Palm Beach counties are strong. Having roots here only furthers our commitment to helping you enhance the quality of life, objectives, and beauty of your community.
Community Management Services
We ensure your community remains compliant with state statutes and best practices while preserving property values and enforcing Covenants, Conditions, and Restrictions (CC&Rs). Our services include regular inspections of common areas, managing vendor proposals and service contracts, and overseeing maintenance agreements. We handle routine and emergency work orders, provide direction to association personnel, and facilitate emergency access when needed. Additionally, we prepare comprehensive board meeting packages, including management reports, owner activity updates, and financial summaries. With expert project management for capital improvement contracts and a 24/7 emergency response service, we are committed to maintaining a well-managed and thriving community.
Comprehensive Administrative Support
We provide seamless administrative support to ensure efficient community management. Our services include membership support, handling work order requests, and assisting with portal access. We manage modification applications, general inquiries, homeowner records, compliance documents, and consent forms. Additionally, we facilitate document requests and provide online resources, including governing documents, forms, applications, an events calendar, and approved meeting minutes.
To keep the community informed, we manage communications such as community-wide emails, board correspondence, meeting notices, and emergency notifications, ensuring timely and transparent updates for all residents.
Bookkeeping & Association Dues Management
We ensure timely and accurate financial reporting with detailed monthly statements prepared on an accrual basis, including balance sheets, general ledgers, and income/expense reports. Vendor payments are processed promptly with electronic signatures and ACH transfers for seamless transactions.
Our services cover budget preparation, special assessments, and a customized chart of accounts. We handle assessment billing, monitoring, and multiple payment options, including lockbox, ACH, and online payments. Our A/R specialists manage statements, coupons, and delinquency tracking, including owner notifications, fines, interest, late fees, and collection referrals.
Additionally, we oversee employee payroll, ensuring direct deposits, payroll tax filings, and W-2 preparation for complete financial management.
Real Estate Transfers & Compliance
We streamline the real estate transfer process by managing sale applications and lease approvals, ensuring all submitted packages meet Board requirements. Our services include conducting thorough background checks, issuing certificates of approval, and verifying CC&R compliance for new owners and tenants.
We track occupancy and tenancy, notifying owners of expiring leases or unapproved tenants. Additionally, we handle estoppel certificates and questionnaires with accuracy and efficiency. Our team also facilitates deed transfers, provides welcome information, and conducts new owner orientations to ensure a smooth transition into the community.
