1. Governance and Community Management

• Strategic support for board governance, including meeting facilitation, policy enforcement, and contract oversight.
• Regular communication with residents and boards to address community needs promptly

2. Financial Management & Accounting

• Comprehensive financial services: budgeting, financial reporting, accounts payable/receivable, and delinquency tracking.
• Dedicated community accountants manage financial matters specific to clients’ needs

3. Administrative Operations

• Coordination of daily administrative tasks, scheduling meetings, preparing notices and maintaining official records.
• Community administrators serve as local points of contact for maintenance and administrative issues

4. Resale and Disclosure Processing

• Preparation and delivery of required resale packages in compliance with Maryland law, including association documents, covenants, assessment statements, and rule violations disclosures

5. Inspection and Property Maintenance Documentation

• Hosting inspection photographs, diagrams, and notes for maintenance planning or resale requirements

6. Payment Processing Services

• Multiple secure payment methods: online payments (card or e-check), recurring payment setups, direct debit authorization, bank bill pay instructions, and traditional check/mail options.
• Integration with First Citizens Bank’s Payment Platform, including practical instructions for set‑up

7. Emergency Support

• 24-hour emergency contact number for urgent property or administrative issues outside normal business hours

8. Professional Credentials and Industry Leadership

• Firm and staff members hold industry-standard designations: PCAM, AMS, CMCA, and CVI has AAMC accreditation.
• Leadership participates actively in Community Associations Institute (CAI) education and initiatives

Summary Table