Featured Programs

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For associations that are largely self-managed but need reliable, professional backup.

Services include:

• Administrative Guidance: One board meeting per quarter (agenda prep, minutes, compliance check).
• Governance Oversight: Annual election support and recordkeeping.
• Communication Tools: Up to one homeowner update per month (newsletter or email blast).
• Resource Access: Vendor referral list + contract templates.
• Board Support: Up to 3 hours/month consulting for board questions or vendor coordination.

➡️ Best for: Small or hands-on boards that want expert guardrails without full management.

The ideal balance of professional management and board autonomy.

Services include:

• Board Meeting Management: Up to 4 meetings per year with agenda prep, minutes, and compliance oversight.
• Governance & Compliance: Ongoing support to keep the association in line with state laws and governing documents.
• Financial Management Partnership: Work with your accountant/bookkeeper to:
  • Prepare budgets and long-term financial plans.
  • Track dues/assessments and provide monthly reporting.
  • Process vendor invoices for board approval.
• Vendor & Contract Management: Bid solicitation, vendor comparison, and      contract oversight.
• Community Communication: Monthly email/newsletter + homeowner onboarding support.
• Resident Services: Handle homeowner questions/requests (up to 10/month).
• Board Access: Up to 6 hours/month for consulting, vendor coordination, or      special projects.

➡️ Best for: Medium-sized associations that want peace of mind without paying for full-scale management.

For communities that want a more hands-on partner without committing to a full traditional AMC contract.

Services include:

• Board Meeting Management: Up to 6 meetings per year, including special      meetings, with full agenda prep and minutes.
• Governance & Compliance: Proactive legal/regulatory updates + annual policy review.
• Expanded Financial Management: Monthly financial statement review + budget tracking with your accountant.
• Maintenance & Operations: Coordination of vendor repairs/maintenance (non-emergency); long-term planning assistance.
• Resident Services: Direct homeowner portal/email line (requests, complaints, and amenity scheduling).
• Community Engagement: Event planning assistance (up to 2 events per year).
• Board Access: Up to 10 hours/month of management support and vendor oversight.

➡️ Best for: Larger communities or those who want a concierge-style partner without the expense of full management.