|
Leland Services
 Our
staff includes licensed Community Association Managers supported
by outstanding accounting, administrative and clerical personnel.
Leland routinely provides the following services; however,
we are available to provide support in other areas as needed. Our
services may be limited to accounting, billing, and collections,
or other specific areas for those communities that do not desire
full management services.
Association Management:
- Perform
regular inspections of the associations' common areas and facilities,
and to monitor their condition and maintenance needs
- Assists
the association in locating and contracting with the best maintenance
providers available, taking full advantage of our knowledge and
relationships developed through our experiences with other associations
- Assist in
securing competitive bids on services and products for the association
to obtain the highest quality and value
- Coordinate
and monitor the activity and performance of maintenance providers
- Confirm
that maintenance providers are properly insured
- Perform
regular inspections of the physical appearance and condition of
the member properties to assess compliance with the covenants,
restrictions, and by-laws of the association
- Follow up
on complaints of violations or maintenance issues received from
association members or the Board
- Issue violation
notices and take other appropriate action necessary to resolve
a violation in accordance with the association documents and instructions
of the board
- Process
Architectural Review Board applications
- Provide
assistance in obtaining property and liability insurance for the
association
- Provide
assistance in reporting and filing of insurance claims on behalf
of the association
Assessments:
- Maintaining assessment
rolls including coordination of closing information with the title
companies
- Coordination of the
preparation and distribution of assessment coupon books to each
association member
- Collection and deposit
of assessments into association bank account insured by the FDIC
- Preparation and processing
of past due notices, intent to lien notices and liens in accordance
with the policies of the association
Accounting:
- Preparation of monthly
and year end financial statements
- Preparation of supporting
financial reports including detailed general ledger, cash receipts
and disbursements registers
- Maintaining and updating
detailed accounts receivable reports including aging reports
- Maintenance of association
bank account
- Preparation of monthly
bank reconciliation
- Preparation of annual
budget under guidance of the board
- Preparation and approval
of disbursements in accordance with the terms of approved vendor
contracts or as authorized by the budget or Board
Tax and Association
Reporting Requirements:
- Preparation of IRS
Form 1099 for vendor payments
- Coordination of the
preparation and filing of Federal tax returns
- Coordination of the
preparation and filing of State tax returns
- Preparation and filing
of Annual Report required by the Florida Department of State
- Coordination and oversight
of financial audits or reviews by independent CPA if required
by statue or requested by the Board
Association Governance:
- Prepare monthly Management
Reports for the President of the Association summarizing significant
events and actions for the period
- Property manager will
attend Board of Directors meetings, special meetings or annual
meetings at request of the board
- Advise Board of items
that may be appropriate for meeting agenda
- Arrange for transcription
of minutes upon request of the Board
- Prepare and mail proper
notice for annual and special meetings
- Facilitate communications
between the members and the Board
Maintenance of Association
Records:
- We act as custodian
of official records and files of the Association including;
- Minutes of Board
meetings, special meetings and annual meetings
- Annual and special
meeting attendance records
- Accounting records
including cash receipt and disbursement records
- Federal and State
tax returns and other tax related records
- Annual corporate
filings
- Insurance records
[back
to top]
Home
| About Leland | Services
| Philosophy
Forms | Links | Contact
Information | Email Us
©
2008 Leland Management Inc.
5955 T G Lee Blvd, Suite 300 | Orlando, FL 32822-4457
407-447-9955 | Fax 407-447-9899
For questions
or comments about web site, please email: webmaster@lelandmanagement.com
Website
hosting and
marketing by Internet
Host Services
|
