Services:
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:
- Individual unit owner files.
- Insurance policies.
- Financial statements.
- Minutes of Board of Director & Membership meetings.
- Contract proposal through acceptance of contracts.
- Association document maintenance.
- Coordinate all meetings.
- Enforce rules and regulations and assist owners.
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.
