- Assist the Owners Association in the preparation of an annual budget and long term reserve planning.
- Send notice of assessments to each homeowner and collect payments for deposit.
- Send monthly past due notices to each delinquent homeowner.
- Send delinquent letter to homeowner of intent to lien based on Board of Director’s predetermined time frame.
- Coordinate filing of liens with Association’s attorney.
- Coordinate foreclosure of lien at the Board of Director’s direction.
- Administer and monitor bankruptcy collections and lender foreclosures.
- Coordinate filing of tax return with third party accountant.
- Maintain checking, savings, and other banking accounts in the name of the Association.
- Notify Owners of any delinquency and take reasonable action for the collection of the delinquent assessments as determined by the Association.
- Review all invoices and process all payments for utilities and vendor services.
- Furnish monthly and year-end financial reports prepared on an accrual basis, which includes all income.
- Assist in annual audit of the Association.
Accounting And
Financial Services
Phone: 919-969-1154
Main Office
1450 Environ Way
Chapel Hill, NC 27517
Phone: (919) 969-1154
Email: RKaplan@ewclubs.com
Charlotte Operations Office
10800 Sikes Place, Suite 300
Charlotte, NC 28277
Phone: (704) 847-2630