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.

Request a Proposal

Click Here
The single word I would use to describe doing business with them is TRUST. Duncan, HOA Treasurer
They are proactive and keep us running about a season ahead. That’s important. Things are not left to the last minute. Anne, HOA President
They consistently provide outstanding service, valuable experience and helpful advice. Barley, HOA President
I can't recall a time the manager did not answer her cell phone; she is always available when I need to speak with her. Dave, Pool Management Owner
I constantly get compliments from homeowners on how professional they are. Wayland, HOA President
All the little things PPM does right add up to a big difference. Braxton, HOA Treasurer
They don’t tell us how to run our neighborhood; they guide the process that runs our neighborhood. Clayton, HOA Board Member
They got us a solution to a problem that would not have been available without them. Gary, HOA President
I tell all my clients they can feel good about purchasing a home in a community managed by PPM; they are the best in the business. Claudia, Real Estate Agent

The Buzz at PPM

As a reminder, secure all items in the event of a pending storm, especially if any exterior construction is in progress. PPM will have a manager on-call to deal with Association-related property emergencies that occur after-hours. We are hoping this pending storm will not affect the Triangle area but be prepared in the event it does track toward NC.