1. Securing Service Contracts to Ensure the Proper Maintenance and Insurability of Your Investment
   • Landscaping
   • Snow Removal
   • Refuse Removal
   • Exterminating
   • Cleaning
   • Master Insurance Policies
2. Monthly Financial Reporting & Services
   • Balance Sheet
   • Budget Variance Report
   • Bank Statement Reconciliation
   • Bill Payment
   • Collection of Fees and Assessments
   • Customer Balance Summary
   • Process Delinquent Accounts
3. Serving as Liaison Between
   • Unit Owners & Board of Trustees
   • Vendors
   • Legal and Accounting Advisors
   • Insurance Agents & Mortgage Holders
4. Administrative Services
   • Preparation of 6d Certificates & Mortgage Questionnaires * (see note below)
   • Preparation of Certificates of Insurance
   • Maintain Unit Owner/Tenant Information
   • Preparation of All General Correspondence to Unit Owners
5. Annual Financial Reporting & Services
   • Budget Analysis and Preparation
   • Reserve Account Analysis
   • Capital Improvement Recommendations
   • Distribution of Condominium Fee Payment Booklets
   • Coordination of Annual Meeting of the Unit Owners
   • Preparation and Recording of the Certificate of Trustee Acceptance and Appointment
6. “Hands On”
   • Attendance at Trustee Meetings
   • Regular Site Visits
   • 24 Hour Emergency Service

* Note: These services are billed to the individual requiring such documents, there is no cost to the association.