Includes:
• Financial Management
o Accounts Payable/Receivable
o Monthly Financial Statements
o Annual Financial Statements
o Past Due Collections
o Bank Account Monitoring (includes fraud protection)
o Annual Financials for Tax Preparation
o 1099 Generation
• Administrative Services
o Free Online Payments
• Basic Maintenance
• Communication Services
Includes all services from Essential Management +
• Enhanced Financial Management
o Bank Reconciliations
o Vendor Invoice Payment Processing
• Project Coordination
o Contract Negotiation
o Vendor Screening
• Legal Compliance
o Violation Notices
• Advanced Communication Tools
o Cloud Based 24 Hour Document Storage
Executive Management
Includes all services from Premium Management+
• Full Maintenance Package
• Technology Solutions
o HOA Web Pay Portal
• Custom Reporting and Communications
o Draft Agenda Preparation and Final Agenda Distribution via email
o Meeting Attendance and draft recording of meeting minutes
o All resident communications
o Electronic Newsletter Distribution
o Annual Updates with Secretary of State
• Dedicated Manager
o Site Visits

