new association package

Our New Association Success Package is appropriate for newly turned-over associations as well as self-managed associations that would like to get their processes and financial health in order.

It’s never too late to get your association running efficiently! 

The following services are included for a one-time fee (items will be tailored to your association’s particular needs):

  • Reconcile association financial documents for current and prior years
  • Address any delinquency issues with a clear Action Plan
  • Review current budget and reserves plan and propose revisions as necessary
  • Review current insurance policy for adequate coverage, reasonable premiums and appropriate deductibles
  • Review incorporation status; prepare incorporation documents if necessary and/or review annual requirements for maintaining incorporation
  • Provide education to Association regarding election procedures, Board responsibilities, how to run a Board meeting & collection policies
  • One-year subscription to for all Board Members