Advance HOA Management Services

Our hands-on management style, combined with one of the most highly experienced teams in the business, will provide you with a proactive and professional management team capable of, and committed to, enhancing every aspect of your community and property values.  Advance HOA Management strives to be a long-term, committed and respected partner with your community.  Your customized program of services will include, but not be limited to, the following:

Administrative Management

  • Prepare for and attend regular and membership meetings
  • Preparation of annual budget
  • Prompt handling of all membership inquiries
  • Communication through online broadcast messages
  • Selecting insurance providers and policies for board approval
  • Obtaining competitive bids for services
  • Arranging for the production of annual reserve studies
  • Preparing quarterly newsletter
  • Monitoring of local/national laws and advice on pertinent legislative issues
  • Liaising with city/state/county authorities as needed 

Financial Management

  • Balance Sheet
  • Profit/Loss Statement with Budget Variance
  • Detailed General Ledger
  • Budget Variance Report (Detail)
  • Month-to-Date Check Register
  • Cash Disbursement Record
  • Invoice History Record
  • Bank Reconciliation Report
  • Aged Receivables
  • Detailed Membership list
  • Distribution of assessment coupons books or statements
  • Assessment collection and bank deposits (lockbox, ACH, on-line)​

Physical Management

  • Supervision of contractors
  • Emergency site visits to ensure contractor performance
  • Enforcement of community association covenants, conditions and restrictions
  • Common area inspections
  • Online architectural and violation  tracking
  • Online maintenance and work order management
  • Liaise with city/state/county authorities as needed (police, fire, claims adjusters, neighborhood watch, etc.)
  • 24-hour availability/on-call maintenance

Transition Management

  • Senior level staff assigned to handling the transition from developer to Owner
  • Proven checklist and oversight
  • Budget forecasting to plan for smooth transition
  • Education and training of Owner Board Members

New Community Setup

  • Start up and long term budget development
  • Coordination with sales team
  • Document review
  • Policy development and review
  • Title company coordination