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
Tax Support & 1099 Filings
Board & Administrative Support
One Point of Contact – Dedicated Property Manager
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 prepare financials for your CPA or help you file taxes directly. We also generate 1099 forms for vendors.
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
Smooth handling of escrow documents during property resales or refinancing to avoid delays.
One Point of Contact
A dedicated community manager who understands your HOA and ensures faster, smoother communication.