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 Board packets in advance, recording accurate minutes, navigating HOA regulations, whether in the CC&Rs or CA laws, 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, reserve study updates needed for budgeting, the CPA review or audit. We track and navigate all of it on a per-community schedule so the Board doesn’t have to, since they are volunteers, not community management experts.

Homeowners call and email us about everything from broken sprinklers to parking questions and noise nuisances. 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, annual meeting reminders, community happenings, rules reminders, and explanations on how to request approvals. Architectural review submissions are processed promptly. The Board hears about anything unusual so concerns don’t reach them as surprises.

Common-area landscaping, repairs, 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 for consideration. We manage the work from contract to completion, following up as needed. Many of the vendors have been with a community for years and know the property well and the standards expected. When an issue gets reported, we make sure it’s addressed quickly and by the appropriate vendor.

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 monthly — bank statements and reconciliations (operating & reserves), profit & loss statement (operating and reserves), balance sheet, check register, general ledger, delinquency report — included in the packet and walked through at the meeting. When a homeowner falls behind on assessments, we follow the HOA’s collections policy — allowing for situation-based flexibility and following the Board’s direction — including forwarding the account to a collection company that specializes in HOA assessment collection, if necessary. We follow reserve study planning so that big-ticket items are planned and saved for well in advance.

California HOA law evolves every year 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 update, open meeting notice requirements, policy reviews. The architectural review process and CC&R enforcement run continuously, handled per the community’s adopted procedures and thoroughly documented for the association’s records.