Offered in conjunction with our Basic Service Package to both newly turned-over and existing associations. This package is not available without the Basic Service Package.

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