Property Management Services

Administrative Services

• Keep accurate record of homeowner occupancy
• Enforce Rules and Policies
• Prepare and distribute resale certificates and escrow information
• Prepare and distribute correspondence and notices
• Assist in processing insurance claims
• Attend Board of Directors Meetings and Annual General Meeting
• Assist the Board in setting up and conducting Annual General Meetings
• Assist the Board in Obtaining a Reserve Study
• Assist the Board of Directors in obtaining bids and negotiating with vendors for outside services
• Assist the Board of Directors in preventive maintenance program for the common areas
• Assist in Transition management

Accounting Services

• Provide coupons or electronic transfers for monthly assessments
• Provide monthly delinquency reports and enforce collection of assessments and other receivables
• Prepare annual operating budget for review and approval by the Board
• Timely payment of all approved invoices
• Provide copies of all bills and invoices paid by MacPherson’s upon request
• Assist the Board of Directors in developing capital replacement reserve schedule
• Maintain working capital and reserve funds. Reconcile bank statements.
• Provide monthly financial statements. Provide assistance to independent CPA in annual audit: timely
• tax form preparation

For further information, call the office nearest you.