Financial Management
We help associations provide complete visibility to monthly reporting and accounting through our financial management support. These services include:
- Budget Performance Tracking
- Assessment & Fee Collection
- Operating Expenses
- Payment of Capital Expenditures
- Bank Account Management
- Tax Return Preparation
Governance & Association Leadership
Developing board bylaws and governing an association board can be challenging without the right insights. CHARLESGATE helps associations maintain governance and leadership through:
- Insurance and Renewals
- 6(d) Certificates & Other Documentation
- Financial Assistance
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Meeting Attendance
- Legal Assistance
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Board Member Training
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Board Resolution & Policies Assistance
Project Management
We support associations with professional consultation on repairs, maintenance, renovations, and larger projects. Whether we guide your board to the solutions or use our resources to complete projects for your association, we offer:
- Service Scheduling
- Professional Advising
- Budget Management
- Renovations
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Progress Supervision
Property Services
Maintaining community resources is a priority for associations. Our services include:
- Contracting for routine services such as cleaning, landscaping, and snow removal
- Utility Contracting
- Granting Access
- Common Area Maintenance
- Repair and Maintenance
- Anonymous Numbered Key Systems for Duplicate Keys
Vendor Management
We carefully screen and select quality and professional vendors to assist with your association's needs. Our vendor management services include:
- Contract Arrangement
- Relationship Oversight
- Communication
- Systematic Selection
Reliable Maintenance
Our clients can depend on our expertise and team of preferred contractors to ensure their properties are adequately maintained.
CHARLESGATE delivers maintenance services, including:
- 24/7 Emergency Response Service
- Long-Standing Relationships with Contractors
- Competitive Pricing
- Responsive Service