Professionalism

  • Accredited Association Management Firm (AAMC)
  • All Senior Managers have attained the Professional Community Association Manager (PCAM) and Certified community Association Manager (CCAM) designations
  • Co-owner Leonard McKinley is a Certified Public Accountant
  • Continuing education of Employees, Board Members, and Homeowners
  • Adherence to the Community Associations Institutes Professional Code of Ethics and the California Association of Community Managers Code of Professional Ethics and Standards of Practice

Convenience

  • Flexible hours, Monday thru Thursday 9 a.m. to 5 p.m., Friday and Saturday 9 a.m. to 12 noon
  • Local office, with 50 seat meeting room, handles all Association needs

Financial Integrity

  • Maintain fidelity, general liability, and worker’s compensation insurance in addition to meeting federal, state, and local laws
  • Maintain separate bank accounts for each association that is reconciled monthly
  • Have the Boards acknowledge investments and disbursements of reserve funds
  • Provide monthly balance sheet, income statement, budget comparison, statement of disbursement, and receivables report
  • Automatic Debiting and MICR check scanning of Association dues payments
  • Flat fee with no add-ons or hidden charges
  • No set up fees

Technology

  • Office systems allow for instant data retrieval and immediate feedback to Board and Community members
  • Laptop computers for portability and printing of Association records at meetings
  • Daily back up of critical computer systems are stored both off-site and in a fire proof safe
  • Dated photographic documentation of CC&R compliance enforcement
  • Flexible Database allows for the customization of your Associations records, including:
  • Property Information including architectural specifications
  • Architectural requests/approvals
  • Incoming and outgoing correspondence
  • Contracts and proposals
  • CC&R and Rule compliance
  • Recreational vehicle log

 

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