Our Services
At Precise Management it is our mission to deliver superior customer service and professional, efficient HOA management
We strive to make HOA management as smooth and hassle-free as possible. For single family homes, townhomes, and condominiums, we make HOA management for our clients more manageable with professional, efficiently run services.
Financial Services
- FULLY CUSTOMIZABLE CHART OF ACCOUNTS TO MEET ASSOCIATION NEEDS.
- Preparation of monthly financial statement to include income and expense comparative statement with current budget, balance sheet, check register, bank statements reconciliations, and general ledger.
- Produce assessment statements and past due notices, includes offering homeowners to receive their statement via email in lieu of US Postal.
- Receive, deposit, disperse and account for all funds.
- Ensure your funds are deposited with an FDIC insured bank with $250,000 cover.
- Coordinate the annual audit/review through an independent CPA.
- Assist the Board in the annual budget preparation.
Administrative Services
- Assist the Board in Rules and Regulations compliance.
- Respond to complaints, inquiries, and correspondence.
- Plan, organize, attend, oversee, and record actions at all association meetings.
- Keep Board updated on any relevant law changes.
- Serve as liaison for all Board transitions.
- Report all management activities to the Board.
- Maintain all association corporate records.
- Track homeowner and vendor communication with monthly Communication Log.
- Track all Architectural Requests submitted and the outcome.
- Website for homeowner access to assessment account, upcoming events and more.
Maintenance
- Arrange for the maintenance and safe operation of the common area facilities.
- Inspection of common areas twice monthly.
- Coordinate vendor activity and provide bids as requested by the Board.
- Track all quote requests and work order requests with monthly report to Board.
Website
- Available to owners to access their assessment account as well as ANY information Board would like to see published on their personalized website.
- Owners will be able to consult their personal profile, update mailing address and phone number, consult CC&R violations and architectural change history as well as request an architectural change directly from the website.
- Portal available for Board of Directors only to see financial statements, vendor work orders, homeowner requests, CC&R violations, architectural change request history.
- Create surveys to get the opinions of owners about any subject. Each owner may only vote one time for proper tracking.