Services

Everything a community needs.
Nothing it has to chase.

Twelve services, four disciplines. Take all of it as full-service management, or start with the books — small associations often begin with financial-only and add from there.

The money

Where trust is won or lost. Everything here is board-visible by design.

Financial management

The association’s books, kept the way a board deserves to see them: current, complete, and readable by a non-accountant.

Assessment billing and collection, with a documented process for late accounts
Accounts payable with board-approved disbursements — the association owns its accounts
Monthly financial statements delivered to every board member
Budget preparation support built from your community’s actual spending history
Coordination of the annual tax filing and any audit or review

Reserve planning

Minnesota law expects replacement reserves to be adequate, separate, and reviewed every three years. We keep the plan visible year-round.

Reserve balance and funding progress on every monthly statement
Coordination of reserve studies and the three-year adequacy review
Funding-plan modeling for the annual budget
Project sequencing so reserve spending buys the longest component life

Insurance & risk

The unglamorous work that keeps a bad day from becoming a bad decade.

Insurance policy review and renewal coordination with the association’s agent
Claims coordination and documentation
Vendor certificate-of-insurance verification before work starts
Safety and loss-prevention flags from routine inspections

The property

Run by people who have managed real job sites — scopes, bids and workmanship get a builder’s read.

Maintenance coordination

Owner requests handled, vendors dispatched and supervised, and seasonal inspections that catch Minnesota’s freeze-thaw damage early.

Work-order intake, tracking and owner status updates
Spring and fall property walk-throughs with written reports
Preventive maintenance scheduling for common elements
Vendor selection with leveled bids — no markups, no referral fees
Landscape and snow contract management, bid before the season

Capital projects

Roofs, siding, asphalt — the six-figure decisions. A licensed general contractor’s experience reads every scope and pay application.

Scope development and competitive bidding
Contract and insurance verification before mobilization
Site checks on schedule, workmanship and draw approvals
Punch-list and warranty follow-through after completion

Emergency response

Water does not keep business hours. Communities we manage get a 24/7 line answered by a human.

24/7 emergency line for urgent property issues
Rapid vendor dispatch for water, fire, storm and security events
Board notification and documentation from the first call
Insurance claim coordination when events become claims

Facilities & amenities

Pools, clubhouses and shared systems, kept safe, compliant and actually open.

Amenity scheduling, access control and usage policy administration
Pool and mechanical vendor coordination and inspections
Equipment maintenance tracking

The governance

The board decides; we make the process clean, documented and compliant.

Board support

Meeting packets days in advance, minutes that hold up, and institutional memory that survives board turnover.

Agendas, board packets and meeting attendance
Minutes, resolutions and records retention
Annual meeting and election logistics — notices, proxies, ballots
New-board-member orientation on documents, finances and duties

MCIOA compliance

Minnesota’s statute sets the floor for meetings, reserves, fines and disclosures. We build the calendar that keeps you above it.

Statutory meeting and notice calendar maintained for the association
Resale disclosure certificate preparation
Coordination with the association’s attorney where law requires one
Monitoring of MCIOA changes that affect your community

Covenant enforcement

Even-handed enforcement with the written notice and hearing process Minnesota law requires — firm, fair, documented.

Routine inspections against the association’s adopted rules
Violation notices with the statutory notice-and-hearing sequence
Hearing coordination and resolution tracking
Consistent application — the same rule reads the same on every door

Transition management

Switching firms or leaving developer control: we chase the records, funds and vendors so the board doesn’t have to.

Full records, funds and access handover run against a written checklist
Bank transition with balances reconciled to the final statement
Owner onboarding: one clear letter, one working portal
A written transition report to the board — received, missing, needs action

The people

Most owners judge management by one thing: did someone answer, and did it get handled.

Owner services & communication

A published number that reaches a person, an online portal for payments and documents, and replies within one business day.

Owner phone and email support with a one-business-day reply standard
Online portal: payments, documents, requests and account history
Community notices, newsletters and meeting communications
Architectural request intake and tracking for board review

Administration & records

The filing cabinet the association can never lose: documents, correspondence and history, organized and retrievable.

Document management for governing documents, contracts and correspondence
Owner roster and ledger maintenance
Insurance, warranty and project records retention

Three ways to engage us

Full-service management
All twelve services, one named manager, one monthly fee with every add-on rate stated in the contract.
Financial-only
Collections, bills, statements and budget support for self-managed communities that want professional books without full service.
À la carte
A transition, a capital project, a budget season — scoped work where your community needs a professional hand.

Wondering what any of this costs? We published the market’s real ranges — and the add-on fees to watch for — in our fee guide. For your community’s actual number:

Request a proposal