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HOA Simple offers the following typical monthly and yearly deliverables.
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Monthly
- Managers Report including:
- Financial Reports
- Check register showing all checks written
- Accounts receivable with delinquent list
- Accounts payable
- Balance sheet
- Revenue and expense statement
- Budget to actual comparison
- Bank Statements
- Reconcile Reports
- Legal Report
- HOA Simple Task List
- Receive and account for assessments, checks and direct deposits
- Send checks to pay bills
- Manage contracts for HOA
- Contractor Management
- Inspections once per month linked to Task List
- Notification to new owners
- Attend board meetings and supply minutes of meetings
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Yearly
- Budget for following year
- 20 year reserve plan
- Annual meeting notice, agenda, financials, and reports
- Additional notices as necessary
- Contract Management
- Manage annual back flow and fire inspections
- Manage annual review/audit and tax return
- State of Colorado Annual Report
- HOA Registration
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We are flexible in our service and appreciate your comments.
We are flexible in our service and appreciate your comments.
If you don’t find a service you are looking for, please contact us.
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