Offered in conjunction with our Basic Service Package to both newly turned-over and existing condo associations under 20 units. 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 on Board governance tasks such as election procedures, how to run a Board meeting & fiduciary policies