Our Services
We realize that a customized approach to community management reflects the fact that no two communities (nor the challenges they face) are exactly alike. We meet the unique needs of homeowners and association board members by offering a comprehensive range of management services, including: HOA management and transition guidance.
Our physical management services assist with the day-to-day operational needs of a community.
We are fully equipped to handle all of the administrative needs of your community with our commitment to continuing education, knowledge of the Civil Code, and responsive customer service.
Our financial reports are clear, easy to read, and provide all the tools necessary for the Association Board of Directors to fulfill their fiduciary responsibilities.
Our Services
We realize that a customized approach to community management reflects the fact that no two communities (nor the challenges they face) are exactly alike. We meet the unique needs of homeowners and association board members by offering a comprehensive range of management services, including: HOA management and transition guidance.
Our physical management services assist with the day-to-day operational needs of a community.
We are fully equipped to handle all of the administrative needs of your community with our commitment to continuing education, knowledge of the Civil Code, and responsive customer service.
Our financial reports are clear, easy to read, and provide all the tools necessary for the Association Board of Directors to fulfill their fiduciary responsibilities.
Our Services
We realize that a customized approach to community management reflects the fact that no two communities (nor the challenges they face) are exactly alike. We meet the unique needs of homeowners and association board members by offering a comprehensive range of management services, including: HOA management and transition guidance.
Our physical management services assist with the day-to-day operational needs of a community.
We are fully equipped to handle all of the administrative needs of your community with our commitment to continuing education, knowledge of the Civil Code, and responsive customer service.
Our financial reports are clear, easy to read, and provide all the tools necessary for the Association Board of Directors to fulfill their fiduciary responsibilities.
Physical Management
· Specifications and bids
· Reserve preparation
· SB326 compliance
· Large project planning
· Handyman services and repairs
· Leaks and water remediation
· On-site maintenance teams, payroll, and insurance services
· Obtain proposals for projects and repairs
· Provide input and guidance to the Board and owners
· Provide after-hours emergency services
· Keep owners and occupants informed of projects within their community
· Preemptive maintenance
· Manage owner and vendor questions regarding projects
Physical Management
· Specifications and bids
· Reserve preparation
· SB326 compliance
· Large project planning
· Handyman services and repairs
· Leaks and water remediation
· On-site maintenance teams, payroll, and insurance services
· Obtain proposals for projects and repairs
· Provide input and guidance to the Board and owners
· Provide after-hours emergency services
· Keep owners and occupants informed of projects within their community
· Preemptive maintenance
· Manage owner and vendor questions regarding projects
Administrative Management
· Assist in running meetings, preparing, and posting agendas
· Board elections and inspections
· Assist with governing documents
· Respond to owner questions
· Provide guidance to the Board
· Review Insurance
· Notification and direction about new laws
· Escrows
· Mandatory notifications to the Franchise Tax Board and Secretary of State.
· Prepare annual disclosures
Administrative Management
· Assist in running meetings, preparing, and posting agendas
· Board elections and inspections
· Assist with governing documents
· Respond to owner questions
· Provide guidance to the Board
· Review Insurance
· Notification and direction about new laws
· Escrows
· Mandatory notifications to the Franchise Tax Board and Secretary of State.
· Prepare annual disclosures
Financial Services
Pinnacle Property Services partners with the experts at HOA Accounting Services, who specialize in bookkeeping services for homeowners’ associations. With offices in Concord and San Diego, California, HOA Accounting has been providing bookkeeping services in California since 2003. They are a group of professionals dedicated to providing the best quality service to each of their clients at an affordable price. They use state-of-the art Vantaca software which is a nationwide leading provider of fully integrated financial accounting software and property management software to the community association and real estate industry.
HOA Accounting Services provides complete homeowner association financial reporting. Monthly and annual financial reporting is made seamless. HOA Accounting Services facilitates the CPA annual review process and reduces their effort. Standard reports include:
- Balance Sheet by Operating and Reserve fund
- Operating Income and Expense to Budget
- Reserve Income and Expense to Budget
- Actual Income and Expenses spread across 12 months
- Aged Delinquency Report
- Check History Report
- Bank Statement Reconciliations
- General Ledger
These reports are clear, easy to read, and provide all the tools necessary for the Association Board of Directors to fulfill their fiduciary responsibilities.
Financial Services
Pinnacle Property Services partners with the experts at HOA Accounting Services, who specialize in bookkeeping services for homeowners’ associations. With offices in Concord and San Diego, California, HOA Accounting has been providing bookkeeping services in California since 2003. They are a group of professionals dedicated to providing the best quality service to each of their clients at an affordable price. They use state-of-the art Vantaca software which is a nationwide leading provider of fully integrated financial accounting software and property management software to the community association and real estate industry.
HOA Accounting Services provides complete homeowner association financial reporting. Monthly and annual financial reporting is made seamless. HOA Accounting Services facilitates the CPA annual review process and reduces their effort. Standard reports include:
- Balance Sheet by Operating and Reserve fund
- Operating Income and Expense to Budget
- Reserve Income and Expense to Budget
- Actual Income and Expenses spread across 12 months
- Aged Delinquency Report
- Check History Report
- Bank Statement Reconciliations
- General Ledger
These reports are clear, easy to read, and provide all the tools necessary for the Association Board of Directors to fulfill their fiduciary responsibilities.
Accounts Receivable
Clear and timely information regarding monthly billing and accounts receivable is provided to managing agents and directors. Courtesy statements are provided notifying owners of their account balance and due date of their assessments.
Accounts Payable
Invoices are scanned and stored digitally. Managers and Boards approve payments online and checks are mailed directly to vendors. The payables system provides powerful search functions to find historical payments by date ranges, vendors, or even by expense accounts charged. In situations requiring immediate payments, emergency payments can be arranged.
Accounts Receivable
Clear and timely information regarding monthly billing and accounts receivable is provided to managing agents and directors. Courtesy statements are provided notifying owners of their account balance and due date of their assessments.
Accounts Payable
Invoices are scanned and stored digitally. Managers and Boards approve payments online and checks are mailed directly to vendors. The payables system provides powerful search functions to find historical payments by date ranges, vendors, or even by expense accounts charged. In situations requiring immediate payments, emergency payments can be arranged.
Escrow, Realtor, Lender, and Appraiser Services
For governing documents, lender certifications, Insurance, Residency ratios and demands we use HomewiseDocs.com to provide the most current information about the associations we serve. HomeWiseDocs offers a convenient way to pay using a credit card and provides immediate online access to requested documentation 24/7.
HOA Accounting Services is a member and strong supporter of the Executive Council of Homeowners (ECHO) and Community Association Institute (CAI).
Escrow, Realtor, Lender, and Appraiser Services
For governing documents, lender certifications, Insurance, Residency ratios and demands we use HomewiseDocs.com to provide the most current information about the associations we serve. HomeWiseDocs offers a convenient way to pay using a credit card and provides immediate online access to requested documentation 24/7.
HOA Accounting Services is a member and strong supporter of the Executive Council of Homeowners (ECHO) and Community Association Institute (CAI).
