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