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Financial Services
For a Detailed Quote Please Call 208-855-0505 or submit your request below:

845 E Fairview Ave. Suite 120,  Meridian, ID 83642
Call for a quote today! (208) 855-0505
SERVICES
Respond to Incoming Phone Calls, Mail and E-mails

Developer/Homeowner Relations and Communication

Preparation, Mailing, and Collections of HOA Dues and Assessments

Payment of HOA Approved Bills

Provide Information to Mortgage Companies for Purchases and Refinances

Provide Information to Title Companies for Home Ownership Transfers

Prepration of Monthly Financial Reports

Bank Account Reconciliations

Maintain Corporate Books

Budget Preparation (In Conjunction with Board)

Lien Filing and Releases

Collections Referrals

Send Annual Meeting Notices​

Annual Tax Return Preparation and/or Referral to CPA as Warranted​

Full Management Services (Includes Financial Management)

Attend Regular Board Meetings and Annual Membership Meeting

Send Meeting Notices and Prepare Agenda for Board Meetings and Annual Meetings

Conduct CC&R Compliance / Drive-through Inspections

Coordinate Architectural Committee Applications

Reserve Analyses Referrals

Solicit Proposals for Maintenance and Improvement Projects

Contract Oversight (Including License and Insurance Verification)