Accounting and reporting
Bookkeeping for the association, including accounts payable, bank reconciliations, the general ledger, and monthly financial reports.
Support for Self-Managed HOA Boards
A self-managed board may want help with a few time-consuming tasks while it continues to run the community. Ambriel Property Management offers self-managed HOA support for the work your volunteers want to hand over, without a full management agreement.
Many communities are well run by the people who live there. Over time, though, volunteers move, workloads grow, and tasks like bookkeeping, collections, and meeting deadlines can take more time than a board can easily give.
Support for those tasks lets the board keep running the community while a professional handles specific work. The scope and pricing are set out in a written agreement.
Choose the Support Your Board Needs
These are common areas of support for self-managed boards. Ambriel will confirm which services fit your community and how they are set up in your agreement.
Assessment billing and collections
Statements, payment options for owners, and late notices under the collection policy your board adopted, handled by someone outside the neighborhood.
Budget and reserve planning
Help preparing the annual budget using your reserve study, with percent funded and any funding gap shown in dollars.
Meeting administration
A meeting calendar planned around required notice periods, with notices, agendas, board materials, and draft minutes prepared and kept on file.
Vendor and bid coordination
A written scope for each project, comparable bids from licensed and insured vendors, and follow-up on completed work before payment.
Records and document library
Governing documents, insurance, permits, minutes, and financial records organized in one place, so the next board has what it needs.
Your Board's Role
Under a support agreement, your board keeps its authority. Ambriel carries out specific tasks, and the board continues to make the decisions.
- Votes and policy decisions
- Signing authority on association accounts
- Direct relationships with your vendors
- Control of the community's records
When Extra Support May Help
Every board's situation is different. These are common signs that some outside help could ease the load.
- Volunteer hours keep growingWhen directors spend many hours each month on community business, it may be time to share the load.
- One person holds all the knowledgeIf one volunteer holds most of the knowledge, a move or a busy season can leave the board without it.
- Rule enforcement feels personalEnforcing rules on neighbors can strain relationships, and a neutral administrator can help keep the process consistent.
- The books are hard to keep currentIf month-end reconciliations keep slipping, professional bookkeeping can help bring the records up to date.
If you want to put numbers to the discussion, start with an estimate of what your budget means for each home. For many small communities with engaged volunteers, staying fully self-managed is the right choice.
Talk Through the Tasks You Want Help With
Tell us which tasks your board wants help with. We will talk through the support that fits, and if your board is in good shape without outside help, we will tell you that too.