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HOA & Condo Management in Sarasota

Association management for HOAs and condominiums, from an office that runs its own maintenance crew. The manager who takes the call and the crew that fixes the problem work for the same company.

The association year

What a board's year looks like here

Meetings, budgets, and storm season land on the same months every year. Management's job is keeping each one on schedule, so none of them becomes the board's emergency.

  1. Jan

    Annual meeting season

  2. Feb

    New board, new roles

  3. Mar

    Peak occupancy

  4. Apr

    Seasonal departures

  5. May

    Hurricane plan

  6. Jun

    Storm updates

  7. Jul

    Mid-year financials

  8. Aug

    Budget drafting

  9. Sep

    Storm follow-up

  10. Oct

    Budget adoption

  11. Nov

    Season-open readiness

  12. Dec

    Year-end close

Gold-marked months are the ones a board should plan around. The full year scrolls sideways. See the maintenance year.

What management covers

Everything it takes to run the association, so the board's job is to decide, not to administer.

Financial management

Budgets, monthly financial reports, assessment billing and collections, and reserve tracking, in a format a volunteer treasurer can read.

Typical work Monthly financials, delinquency follow-up, annual budget preparation, reserve schedule updates.

Board and meeting support

Agendas, notices, minutes, and the annual meeting and election, prepared so meetings stay short and decisions get recorded.

Typical work Annual meeting and election, meeting notices, minutes, official records requests.

Maintenance and vendor oversight

Routine work orders go straight to our own crew. Specialty contractors are bid, scheduled, and checked by the same office.

Typical work Work orders, contractor bids, roofing, elevator, and pool contracts, project oversight.

Rules and compliance

Architectural requests, violation notices, and governing-document questions handled consistently, within Florida's condominium and HOA statutes (Chapters 718 and 720).

Typical work Architectural review, violation letters, rules updates, document questions.

Owner communication

One office that answers owners, sends the notices, and keeps board members from becoming the community's help desk.

Typical work Owner calls and email, move-in and move-out coordination, community notices, storm updates.

Inspections and capital planning

Walkthroughs, reserve studies, and required building inspections scheduled ahead of their deadlines, with the findings turned into a work plan.

Typical work Milestone inspection scheduling, reserve study coordination, capital project bids, insurance claim support.

Self-managed now, or changing management companies? Either way, the conversation starts the same. Request a proposal

Signs the current arrangement is not working

Boards rarely change management over one bad month. These are the patterns that usually come before the call.

Board members are doing the manager's job
Volunteers chasing vendors and answering owner calls means the management scope stopped at paperwork.
Work orders disappear between the manager and the vendor
Two companies, two queues, and nobody owns the gap. With the crew in-house, the request and the repair are the same ticket.
Financials arrive late, or nobody on the board can read them
Monthly reports should land on a schedule and answer the treasurer's questions without a phone call.
Every budget meeting starts with a surprise
Deferred maintenance was never tracked against the reserves, so it arrives as a special assessment instead of a line item.

Bring your association to one office

Tell us about the community — its size, whether it is a condo or an HOA, and what is not working now. We will follow up to set a time to meet with the board.