Phone: 704-892-1660
Fax: 704-892-8531
575 Davidson Gateway,
Suite 200
Davidson, NC 28036
Fax: 704-892-8531
575 Davidson Gateway,
Suite 200
Davidson, NC 28036
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Our Services - What We Do
Property Management
- Perform regular site inspections and follow up on needed maintenance.
- Receive and process requests for repairs and maintenance.
- Act upon obvious violations of the Declaration.
- Assist the Board with contract specifications and competitive bidding for non-emergency services.
- Direct contractors providing recurring services and monitor contractor performance for compliance with contract specifications.
- Provide reviews and multiple quotes for service contractors as directed by the Board.
- Handle problems and issues from concerned Owners and follow up for resolution in a timely and personal manner. Our office is open from 8:30 a.m. to 5 p.m. Monday to Thursday, and from 8:30 a. m. to 1 p.m. on Friday.
- Arrange for prompt response to emergency service requests. We provide an "emergency on-call" for emergencies that occur during non-business hours.
Administrative Management
- Prepare Agenda and Action lists for Board meetings.
- Provide Board with a monthly financial statement to include a balance sheet, income and expense statement, general ledger of disbursements, and delinquency and prepaid listings.
- Assist with facilitation of architectural review requests for Architectural Review Committee.
- Maintain Association records, including ledgers and notes for individual members.
- Maintain records of all client correspondence received or issued.
- Maintain a website with a password-protected area for each association. It includes a calendar of events and access for owners to view association documents online (such as By-Laws, CCRs, and meeting Minutes) and to view their account and make on-line payments.
- Assist in preparation of all general correspondence and distribute all necessary mailings as directed by the Board, including newsletters (up to four a year).
- Receive and investigate significant complaints regarding rule and restriction violations, and take appropriate corrective action.
Financial Management
- Provide Board with a monthly financial statement to include a balance sheet, income and expense statement, general ledger of disbursements, and delinquency and prepaid listings.
- Assist Board with the preparation of the annual operating budget.
- Establish a segregated reserve account for capital reserves to be used for scheduled maintenance of amenities, and future funding needs.
- Assist in setting up reserve schedule.
- Itemize income, expense, reserve accounts separately for general funds.
- Collect all assessments and deposit receipts in Association’s bank account(s).
- Send monthly late notices to delinquent members and collect late fees for Association.
- Assist the client’s legal counsel, as necessary, to initiate required legal proceedings consistent with the Association’s Declaration of Covenants, Conditions, and Restrictions and the By-laws.
- Receive, review, and approve vendor invoices and other bills and disperse all payments for all services required by the Association.
- Offer automatic draft for dues/assessments to Owners with no fees to the Association.
- Offer online bill pay for dues/assessments to Owners.
- Assist the Association’s CPA with preparation of the annual tax return and audit.