our services

ACCOUNTING

HOA Experts’ customized proprietary accounting system, coupled with our highly experienced and competent accounting staff provides the Board of Directors of every one of HOA Experts communities with reliable and accurate reports that are utilized to effectively manage a well run community.

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Implementation of strong internal accounting controls to provide the highest level of safekeeping of Association funds
Commitment to accuracy and timeliness of accounting reports and transactions
Preparation of extensive, fully-integrated monthly financial statements
Processing of all Association invoices
Assistance with preparation and enforcement of Assessment Collection Policies
Assistance with selection of a well qualified CPA firm to represent the Association
Assistance with preparation of required tax forms and annual audits by providing pertinent information to Association’s CPA
Assistance with preparation of an Annual budget

MAINTENANCE & PLANNING

HOA Experts’ experienced community managers visit each community regularly and based on observations, the designated manager and the Board of Directors develop short and long term goals tailored for each community. Utilizing services of licensed and qualified professionals, the managers lay out a comprehensive plan that drives the community towards its ultimate physical and financial goal.

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Provide year-round 24-hour emergency phone service
Inspect each property regularly to ascertain general condition of common areas and arrange for necessary corrective actions
Process all maintenance service requests
Establish and maintain an Annual Maintenance Plan and Calendar
Solicit, review and analyze vendor contracts and proposals for maintenance and/or repair of common areas

CLIENT CARE

HOA Experts prides itself in providing exceptional customer service 24 hours a day, 7 days a week. An HOA Experts manager can be contacted at any time during business hours and a highly competent emergency response group is prepared to assist in the most severe of emergencies at any time.

LEARN MORE

Timely acknowledgment of all correspondence, including architectural submittals, non-compliance reports, and maintenance requests
Preparation and mailing of notices, proxies, and all other Annual Meeting documents
Preparation and mailing of notices and Directors’ Reports in advance of regular Board Meetings to include :
1. Timed Agenda
2. Management Report
3. Minutes of prior meeting(s)
4. Monthly Financial Statements
5. Maintenance Reports
6. Recommendations and Proposals
7. Homeowner Correspondence
8. Other Information pertinent to the Agenda items
Assistance in preparing for, and conducting of Board Meetings
Distribution of minutes of Regular Board and Annual Meetings
Distribution of Board Meetings action items to all Directors

BOARD GUIDANCE

HOA Experts’ managers work in collaboration with the Board of Directors to improve the overall condition of each community. Managers provide guidance to the Board of Directors on all community-related matters, conduct Board meetings, extract action items from each meeting and work expeditiously to complete all projects at hand.

LEARN MORE

Assistance with establishment and enforcement of Rules and Regulations
Assistance with selection of legal counsel as needed
Assistance with organization of Committees of the Association
Processing and tracking of all Architectural requests and non-compliance issues
Assistance with analyzing insurance coverages and obtaining quotes when necessary
Assistance with filing and processing of insurance claims
Review of all processes and procedures to ensure compliance with all legal requirements

ACCOUNTING

HOA Experts’ customized proprietary accounting system, coupled with our highly experienced and competent accounting staff provides the Board of Directors of every one of HOA Experts communities with reliable and accurate reports that are utilized to effectively manage a well run community.

LEARN MORE

Implementation of strong internal accounting controls to provide the highest level of safekeeping of Association funds
Commitment to accuracy and timeliness of accounting reports and transactions
Preparation of extensive, fully-integrated monthly financial statements
Processing of all Association invoices
Assistance with preparation and enforcement of Assessment Collection Policies
Assistance with selection of a well qualified CPA firm to represent the Association
Assistance with preparation of required tax forms and annual audits by providing pertinent information to Association’s CPA
Assistance with preparation of an Annual budget

MAINTENANCE & PLANNING

HOA Experts’ experienced community managers visit each community regularly and based on observations, the designated manager and the Board of Directors develop short and long term goals tailored for each community. Utilizing services of licensed and qualified professionals, the managers lay out a comprehensive plan that drives the community towards its ultimate physical and financial goal.

LEARN MORE

Provide year-round 24-hour emergency phone service
Inspect each property regularly to ascertain general condition of common areas and arrange for necessary corrective actions
Process all maintenance service requests
Establish and maintain an Annual Maintenance Plan and Calendar
Solicit, review and analyze vendor contracts and proposals for maintenance and/or repair of common areas

CLIENT CARE

HOA Experts prides itself in providing exceptional customer service 24 hours a day, 7 days a week. An HOA Experts manager can be contacted at any time during business hours and a highly competent emergency response group is prepared to assist in the most severe of emergencies at any time.

LEARN MORE

Timely acknowledgment of all correspondence, including architectural submittals, non-compliance reports, and maintenance requests
Preparation and mailing of notices, proxies, and all other Annual Meeting documents
Preparation and mailing of notices and Directors’ Reports in advance of regular Board Meetings to include :
1. Timed Agenda
2. Management Report
3. Minutes of prior meeting(s)
4. Monthly Financial Statements
5. Maintenance Reports
6. Recommendations and Proposals
7. Homeowner Correspondence
8. Other Information pertinent to the Agenda items
Assistance in preparing for, and conducting of Board Meetings
Distribution of minutes of Regular Board and Annual Meetings
Distribution of Board Meetings action items to all Directors

BOARD GUIDANCE

HOA Experts’ managers work in collaboration with the Board of Directors to improve the overall condition of each community. Managers provide guidance to the Board of Directors on all community-related matters, conduct Board meetings, extract action items from each meeting and work expeditiously to complete all projects at hand.

LEARN MORE

Assistance with establishment and enforcement of Rules and Regulations
Assistance with selection of legal counsel as needed
Assistance with organization of Committees of the Association
Processing and tracking of all Architectural requests and non-compliance issues
Assistance with analyzing insurance coverages and obtaining quotes when necessary
Assistance with filing and processing of insurance claims
Review of all processes and procedures to ensure compliance with all legal requirements