Our services and programs assist associations with decision-making, provide owners with the lifestyle they expect, and ultimately enhance and preserve property values.
Accounting
Customized monthly financial reports for a variety of ownership structures
Accrual accounting methods utilized for all internal accounting controls and financial reporting
Monthly reconciliation of all cash accounts, receivables and payables
Monthly common charge invoicing for each unit owner via paper or e-bill
Attorneys are able to look up unit owner accounts to have access to real-time balance information for collection procedures
Use of a bank lock box for daily deposit of receipts with system software integration
Utilization of a payroll service to prepare employee payroll, automatic monthly tax deposits and filing of quarterly payroll tax reports
Bank Positive Pay system in use so check fraud is detected and reported before a breach occurs
Employ an Insured Cash Sweep (ICS) service to ensure that balances over $250,000 are FDIC insured
In-house controlled and automated invoice input system
Online invoice review, approval, and payments
All association vendors paid weekly
Create projection of year-end income and expenses
Prepare the association’s operating budget with narrative and management plan
Prepare a 12-month budget income and expense spreadsheet
Facilitate association investment accounts and strategies
Accounting
Customized monthly financial reports for a variety of ownership structures
Accrual accounting methods utilized for all internal accounting controls and financial reporting
Monthly reconciliation of all cash accounts, receivables and payables
Monthly common charge invoicing for each unit owner via paper or e-bill
Attorneys are able to look up unit owner accounts to have access to real-time balance information for collection procedures
Use of a bank lock box for daily deposit of receipts with system software integration
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Management
Supervise staff, vendors, and professionals on behalf of the association
Facilitate and maintain our work order and rule compliance systems through the FRONTSTEPS website/portal
Maintain, recommend and utilize vendor and contractor resources
Seek competitive bids and prepare all service specifications for contracts, projects and purchases
Provide an evaluation of competitive bids and offer recommendations
Provide on-site inspections of work performed by contractors and service providers
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Management
Supervise staff, vendors, and professionals on behalf of the association
Facilitate and maintain our work order and rule compliance systems through the FRONTSTEPS website/portal
Maintain, recommend and utilize vendor and contractor resources
Seek competitive bids and prepare all service specifications for contracts, projects and purchases
Provide an evaluation of competitive bids and offer recommendations
Provide on-site inspections of work performed by contractors and service providers
Check invoices for compliance with contracts, specifications and performance expectations prior to authorizing payment
Provide amenity and clubhouse management guidance
Prepare detailed insurance specifications for identifying and meeting insurance needs
Procure insurance proposals through competitive bidding via access to multiple brokers specializing in community association coverage
Ensure effective transition of management responsibilities and records between management companies
Provide guidance and expertise in all facets and stages of the transition process from the creation of a community association, to the transition from developer to owner control, and beyond
Communication
Draft all communications for the board and distribute these communications to the community
Publish an owner’s handbook
Submit written management reports for the board
Attend board meetings
Attend committee meetings as necessary
Maintain a current membership and tenant listing
Administer the enforcement of rules and regulations as well as architectural controls
Objectively listen to and respond to the concerns of unit owners
At the board’s direction, support the association’s attorney, auditor and engineer, and communicate with municipal officials
Utilize and staff on-site offices, including providing remote access to software and network files
Ensure community managers have mobile access to all email and phone communications
Coordinate manager access to the INTEGRA Anywhere mobile platform, allowing retrieval of association vendor and unit owner info and sending of work orders and compliance notifications from the field
Customize the FRONTSTEPS Connect website/portal to provide unique features for unit owners and board members
Provide 24-hour emergency answering and calling service
Communication
Draft all communications for the board and distribute these communications to the community
Publish an owner’s handbook
Submit written management reports for the board
Attend board meetings
Attend committee meetings as necessary
Maintain a current membership and tenant listing
Administer the enforcement of rules and regulations as well as architectural controls
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Technology
We endorse and use market-specific software platforms for mid-rise and high-rise building websites, as well as our custom FRONTSTEPS Connect website/portal, which fully integrates with our Caliber property management and accounting software
FRONTSTEPS enables unit owners and board members to access unit and community info through a customized home page and a series of features
FRONTSTEPS/Caliber software offers 24/7 online access to our client associations’ data
Web-enabled bank lock box, ACH electronic funds transfer and Positive Pay check-writing fraud protection with Pacific Western Bank and its nationwide HOA platform
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Technology
We endorse and use market-specific software platforms for mid-rise and high-rise building websites, and our custom FRONTSTEPS Connect website/portal, which fully integrates with our Caliber property management and accounting software
FRONTSTEPS enables unit owners and board members to access unit and community info through a customized home page and a series of features
FRONTSTEPS/Caliber software offers 24/7 online access to our client associations’ data
Web-enabled bank lock box, ACH electronic funds transfer and Positive Pay check-writing fraud protection with Pacific Western Bank and its nationwide HOA platform
Utilization of Caliber Software for financial accounting and property management systems via online access and redundant off-site backup
Enabling cloud-based telephone via TeleCloud, email via Microsoft Exchange, and network and file storage via Microsoft 365. This allows our staff to work from anywhere and constantly protects association files and our information to avoid data loss in an emergency or disaster.
