What goes into managing your community.

Boards can turn over every year or two. We provide the continuity communities and boards need over the years: running meetings, preparing packets in advance, recording accurate minutes, navigating HOA regulations, and overseeing the Annual meeting and director elections.

The year has its own rhythm: budget preparation in the fall, the Annual meeting and election, insurance renewal, the reserve study on its agreed cadence, the audit if the association calls for one. We track and navigate all of it on a per-community schedule so the board doesn’t have to.

Homeowners call and email us about everything from broken sprinklers to a leaking clubhouse roof. We answer, follow up, and resolve what we can. Other things require board review and decision, and we provide the context and guidance a board needs.

Community newsletters go out on a cadence covering upcoming projects, vendor schedules, annual meeting reminders, community happenings, and CC&R items the board is paying particular attention to. Architectural review submissions are addressed and responded to promptly. The board hears about the patterns we’re seeing in homeowner calls so concerns don’t reach them as surprises.

Common-area landscaping, painting, roofing, paving, tree work, pool maintenance, fencing, exterior lighting — the physical work that keeps a community looking and functioning as homeowners expect.

When a project comes up, we scope it, gather bids as needed, and present them to the board with our read on which vendor is the right fit. We manage the work from contract to completion, and follow up after to confirm the job was done well. Many of these vendors have been with a community for years and know the property and the standards. When an issue gets reported, we make sure it’s handled quickly.

Assessments billed and collected on time. Monthly bills paid on time. A draft budget prepared annually for board review. Escrow transactions handled as homes change hands. Books reconciled monthly so the financial picture is always current.

Boards see clean financials before each meeting — operating statement, balance sheet, delinquency report, reserve balance — included in the packet and walked through at the meeting. When a homeowner falls behind on assessments, we follow the HOA’s collections policy. We follow reserve study planning so that big-ticket items are planned and saved for well in advance.

California HOA law evolves most years through legislative amendment, case law, and agency interpretation. We track the changes as they happen and flag what each community needs to act on.

Annual compliance has its own calendar: the annual homeowner disclosure, the election timeline and ballot procedures, the reserve study refresh, open meeting notice requirements, policy reviews. The architectural review process, if applicable, and CC&R enforcement run continuously, handled per the community’s adopted procedures and thoroughly documented for the association’s records.