Gold Plan
Gold Plan
Financial + Administrative Support
Perfect for communities that want financial precision, administrative efficiency & direct, personalized support.
Financial & Administrative Management
All Silver Plan Services Included
Bank Account Monitoring
Pro Forma Budgeting
HOA Escrow Demands ($100)
1099 Generation & Tax Filing
Board & Administrative Support
One Point of Contact
Board Member Education
Document Storage
On-Demand Management Services (Hourly)
24/7 emergency maintenance access
Vendor Screening and Qualification
Maintenance Contract Negotiation
Board packet preparation
Meeting minutes recording
Violation notices
Maintenance coordination
Board Meeting Attendance
Financial Reports
Gold Plan Services
Financial & Administrative Support
Monitoring of Bank Accounts
We keep a close watch on the association’s bank accounts to ensure accuracy, transparency, and proper fund management.
Document Storage
Secure storage of all essential records including contracts, meeting minutes, and governing documents—accessible whenever needed.
Tax Support & 1099 Generation
We manage tax compliance by preparing and filing annual taxes and generating 1099s for vendors, reducing the board’s workload.
Board & Administrative Support
Pro Forma Budgets
We help plan for the future by forecasting expenses and reserve needs, ensuring long-term financial stability for the community.
Board Member Education
We provide training resources and regulatory updates from CAI, CACM, ECHO, and Davis-Stirling, helping board members stay informed about new laws and best practices
HOA Escrow Demands
Low-cost escrow demand processing at $100 per request.
One Point of Contact
A dedicated community manager who understands your HOA and ensures faster, smoother communication.