I’m State of Florida licensed Community Association Manager, serving clients in the Fort Myers, Fort Myers Beach and Estero.
Together with my wife, I do manage condominium associations, HOAs and individually owned condominium units and houses.
My service include the following:
Administrative Services
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- Individual unit owner files.
- Insurance policies.
- Financial statements.
- Minutes of Board of Directors meetings.
- Minutes of Membership meetings.
- Minutes of Annual meetings.
- Contract management proposal through acceptance and awarding of contracts.
- Association document maintenance with updated FAQ.
- Association Rules and Regulations administration.
- Prepare, post and mail all required notices in a timely fashion.
- Coordinate annual/special meetings.
- Enforce rules and regulations and assist/manage owners issues and problems.
- Maintain Assentation’s fact sheet including all service and maintenance provider contact numbers.
Financial Services
- Monthly balance sheet with detailed cash and reserve account data.
- Monthly statement of revenue and expenses with comparison to budget and YTD activity.
- Accounts receivable aging schedule.
- Check register and/or disbursement journal.
- Preparation of all invoices for payment each month.
- Detailed general ledger reflecting monthly activity.
- Annual budgeting.
- Assist in the preparation and filing of tax returns.
- Collection, posting and deposit of assessment checks.
Association Management
- Regular inspection of association common elements as negotiated with the Board of Directors.
- Obtain proposals, bids and/or contracts for maintenance, repair or improvement of the common
- elements as required.
- Recommend consultants or engineering services when deemed appropriate.
- Inspect and review all work in progress and the completed project
Make your vision reality today!