Financial management and budgeting
Monthly board-ready statements, annual budget preparation, assessment billing and collections, accounts payable, bank reconciliation, and coordination with CPAs for audits, reviews, and tax filings.
Services
Full-service association management.
Everything below is handled by the same team, working from the same information about your community.
Board meetings and governance support
Agendas and complete board packets in advance, meeting notices and required disclosures, minutes and action-item tracking, executive session support, and follow-through after decisions are made.
Homeowner communication
Responses to homeowner calls and emails, community notices and mailings, rule and policy communication, complaint intake, and portal access to documents and account information.
Vendor and project coordination
Proposal collection and vendor comparison, insurance and license verification, contract administration, project scoping and oversight, and progress and payment tracking.
Maintenance and compliance coordination
Work-order intake and tracking, site inspections and condition reporting, architectural application processing, community standards enforcement and hearings, and statutory notices and annual requirements.
Reserve and long-term planning support
Reserve study coordination and funding plan review, capital project planning and bidding, insurance renewal coordination, and special assessment or financing support.
Management transitions
If your board is considering a change, the process follows a defined order so nothing falls between the outgoing and incoming companies.
Discovery
We learn how the association operates today, what is working, and what the board wants to change.
Scope alignment
We confirm services, reporting expectations, and responsibilities in writing before anything moves.
Records coordination
Governing documents, contracts, correspondence, and association files are collected and organized.
Financial and vendor handoff
Bank accounts, balances, payables, and vendor contracts are transferred and verified with the prior company.
Homeowner communication
Owners receive clear notices covering payments, contacts, and portal access so nothing is missed.
Onboarding
Accounts, portal access, and reporting are set up, and open items carry over with an owner attached.
Let's talk about what your community needs next.
Tell us about your association and your board's priorities. We'll discuss whether Coastal is a fit.
Request a Management Review