Condo/HOA Management
Why use Bell-Anderson & Associates
- Bookkeeping and accounting including the annual budget.
- Collecting assessments and delinquencies.
- Working with Board approved attorney on collections.
- Sending compliance letters to those who do not comply with the Declarations and rules of the Association.
- Attending regular meetings (limited by proposal).
- Prepare and distribute annual meeting notices, proxy requirements and an agenda for each meeting.
- Negotiate and execute service contracts.
- Assist in acquiring the necessary insurance for the common elements and the Association.
- Assist in handling insurance claims.
- Keeping up with laws and court cases which may affect homeowners.
- Working with the Board to initiate a committee process within the Association.
- To afford owners the opportunity for direct participation.
- Provide owner lists from TRW (Assessor's Records).
Administrative Services
- Send compliance letters to those who do not comply with the Declarations and rules of the Association
- Attend regular meetings and perform on-site walkthroughs (limited by proposal)
- Prepare and distribute annual meeting notices, proxy requirements and an agenda for each meeting
- Negotiate and execute service contracts
- Assist in acquiring the necessary insurance for the common elements and the Association
- Assist in handling insurance claims
- Prepare resale certificates and escrow questionnaire information
- Communicate with homeowners on behalf of the Board of Directors
- Keep up with laws and court cases which may effect homeowners
- Work with the Board to initiate a committee process within the Association to afford owners the opportunity for direct participation.
- Provide owner lists from TRW (Assessor's Records)
- Maintain association WebPages with current financial information
Accounting Services
- Maintain operating and reserve accounts with signature cards and bank reconciliations
- Pay invoices in a timely manner
- Provide monthly financial statements for operating and reserve accounts
- Collect assessments and delinquencies.
- Work with a Board-approved attorney on collections.
- Handle payroll and taxes for onsite managers
- Assist in the preparation of the annual budget
- Work with auditor for annual tax and audit preparations
