Our limited-service option provides essential financial and administrative support for your Association’s core operational needs, backed by modern and secure management software. This is an excellent solution for Boards who prefer to retain day-to-day operational control while ensuring strong financial oversight and reliable administrative structure.
Services Include:
Processing homeowner assessments and deposits
Accounts payable management and vendor payment processing
Monthly financial statements and bank reconciliations
Assistance with annual budget preparation
Year-end financial coordination with your selected accountant or CPA
Use of AppFolio community management software, including:
Centralized and secure record keeping
Homeowner and Board communication tools
Online payment processing and owner portal
Document storage and digital access to Association information
Secure monthly report distribution and digital archives
Who This Option Is For
This service level is ideal for Boards seeking robust financial administration and streamlined communication tools, while continuing to manage most operational and community-level tasks internally.
Limited-Service
This option includes all services provided under our Limited Administration package, plus comprehensive coordination of day-to-day Association operations. Full-service management provides Boards with dependable, hands-on support to ensure smooth operations, consistent oversight, and responsive communication with homeowners and vendors.
Full-Service Management
Services Include:
Vendor oversight and coordination for maintenance and repairs
CC&R compliance support, documentation, and follow-up
Handling homeowner inquiries and general communication
Attendance at the Annual Meeting, including preparation of management reports
Routine site inspections with reporting and action tracking
This service level is ideal for Boards seeking consistent, proactive management support across both administrative and operational responsibilities.
Additional or As-Needed Services
Available for either service level and billed separately upon Board authorization.
Legal or compliance coordination
Insurance claim support
Capital project or special project management
Committee support and coordination
Meeting coordination and minute-taking outside the Annual Meeting
Newsletter creation and community communication drafting
Website, document creation, surveys, or other community outreach
Document digitization, archival services, and records organization