Access Management Group Professional Services Streamline HOA Operations

Assessment Fees

  • Mailing invoices

  • Collecting payments

  • Processing payments

  • Following up on delinquent accounts

Financial, Accounting, and Administrative Management

  • Assist board of directors develop and execute the annual operating budget

  • Prepare HOA budgets, chart of accounts, and financial statements

  • Create, mail and collect homeowner assessment fees 

  • Oversee vendors, including reviewing and paying bills, and maintaining records 

  • Maintain a running balance sheet and reserve fund evaluation

  • Provide monthly expenditure reports, financial statements, check registers and homeowner collection updates

  • Maintain balance sheets, track reserve money and reconcile bank statements

Administrative Management 

  • Liaison between the board and homeowners

  • Maintain up-to-date homeowner records database

  • Monitor and document architectural control violations

  • Handle all HOA printings and mailings, including newsletters and annual meeting notices 

  • Assist with association and board meetings

  • Assist with the board of directors’ election, including creating and tracking ballots