Financial Management Services

Services offered in NC Triangle
and surrounding areas

Financial management services offered include:

The financial management services offered by PPM include:

  • Billing and collecting Association assessments.
  • Depositing Association monies.
  • Reconciling bank accounts daily.
  • Developing and administering a collection policy.
  • Providing monthly detailed financial reports to the Board of Directors.
  • Coordinating preparation of tax return and annual audit.
  • Archiving and storing Association financial records in hard and/or soft copies.
  • Maintaining current list of all community owners.
  • Coordinating property closings and requests from realtors, lenders, and escrow and title companies.
  • Providing community website with access to legal documents and online payments.
  • Sending introductory letter to new owners.
  • Responding to homeowner account inquiries.
  • Completing realtor and lender information forms.

PPM also offers our clients the ability to customize management services to meet your community’s specific needs.  Most customized service packages include financial management (above) plus one or more of the following a la carte services:

  • Assisting with preparation of the annual operating budget.
  • Sending mailings and e-notifications.
  • Coordinating and attending fine hearings.
  • Processing architectural applications.
  • Coordinating your Association’s reserve study.
  • Managing requests for proposals.
  • Coordinating and attending board meetings and annual meetings.
  • Additional manager consultations as needed.

Looking for more extensive management services? Check out the Homeowner Association Management Services and Office Condominium Management Services offerings.

 We proudly offer property management services to homeowner and office condominium associations in Raleigh-Durham and surrounding areas. Please contact us today for more information on our community management and municipal development services.

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