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MANAGEMENT
ADVISORY & FINANCIAL SERVICES FOR CONDOMINIUM
ASSOCIATIONS
Experienced in managing an 80 unit
resort Condominium complex. Responsible for
leadership of a five member Board of directors.
Avoided raising association dues
and paid off mortgage debt while establishing
$200,000 reserve fund.
Lead negotiations of rental agreements.
Created owner survey to obtain input from large non resident ownership group.
Reorganized accounting and billing activities
to achieve zero losses and stable
association fees.
MANAGEMENT ADVISORY SERVICES
Organizing volunteers for optimum results.
Managing expenses for best value.
Rental income performance analysis.
Real estate tax review.
Develop policies on reserve adequacy, special assessments,
dues collection and investments.
Owner satisfaction surveys and strategies for increasing owner participation.
MAJOR PROJECT ADMINISTRATION
Competitive bidding and administration for repetitive or major projects.
Presentations for owner meetings.
Resale certificate documents.
Assistance to prospective owners in locating
financing and ownership income and expense
FINANCIAL SERVICES
PROFESSIONAL ASSURANCE
SERVICES
Review of propriety of interior maintenance fund
expenditures, accounting and control.
Insurance adequacy for owners or the association as a whole.
ACCOUNTING, TAX AND BOOKKEEPING
Billing and collection of dues. Late charge administration.
Payment of Vendors
Investment of excess funds.
Preparation of monthly financial statements, including
prior periods or budgets.
Payroll and filing of all required tax returns.
Attendance at Board or annual meetings.
CONFIDENTIALITY GUARANTEED
This Web Site Created By The Well Minded Computer 1999