Services

At Floridian Property Management, it is our goal to add value to your community by bringing expertise and experience to community governance, fiscal discipline and physical management to your association. Our professional managers work closely with association board members to fulfill their fiduciary responsibilities and execute the day to day business of the association.

Administrative Services

  • Assisting board members with developing policies and procedures for their association
  • Develop and recommend short and long-term management plans
  • Administer the Declaration, Bylaws, Rules and Regulations
  • Implement board adopted long-range reserve plans
  • File all forms, reports and licenses required by law
  • Notice and attend monthly board meetings
  • Assist with the meeting agenda preparation and support documentation
  • Provide a monthly manager’s report including financial statements, deed restriction violations, status reports, association correspondence, owner comments and requests for services
  • Implement board approved directives
  • Organize and conduct the annual member meeting including agenda preparation, support documentation, meeting notice, member proxies, and all other statutory requirements of the election process

We specialize in using technology to provide simple, cost-effective solutions that enable our associations to operate effectively. Our accounting software, developed exclusively for our industry, includes custom financial management and reporting features, electronic posting of online and lockbox payments, web based member account information, bundled email communications and historical data storage.

Financial Services

  • Maintain and reconcile association bank accounts
  • Transfer of funds to/from reserve and investment accounts to optimize return on investments
  • Process monthly accounts payable
  • Process and maintain accounts receivable
  • Prepare account status letters and resale certificates
  • Preparation of monthly financial reports including
  • Balance Sheet
  • Statement of Revenue and Expenses
  • Variance analysis both monthly and year to date
  • Accounts Receivable Aging
  • Invoice and collect member assessments, special assessments, delinquencies and violation fees
  • Process incoming checks for deposit and post to association account
  • Calculate interest and late fees on past due accounts
  • Process monthly statements with outstanding balances
  • Administer collection procedures
  • Assist in determining the need for special assessments and collect such assessments on behalf of the association

Financial Record Management

  • Accurate, itemized and detailed record of all cash receipts and expenditures
  • A current account and a monthly, bi-monthly or quarterly statement of the account for each property stating the name of the member, due date and amount of each assessment, the amount paid and the balance due 
  • All association tax returns, financial statements and financial reports
  • All contracts and bids for work to be performed
  • All other statutory required records of the association

Budget, Reporting and Tax Compliance

  • Assist with the preparation of the annual operating budget
  • File Association tax returns prepared by Board approved accountant
  • Timely preparation and distribution of annual Form 1099’s 
  • Coordinate annual financial audits by an independent
  • CPA as required by Florida Statutes

Management Services

  •  Vendor contract administration
  •  Schedule and monitor performance of all vendors
  •  Process routine and emergency work orders
  •  Facilitate emergency and authorized access
  •  Present board with a monthly summary of all maintenance performed and future requirements

Capital Improvement and Permit Compliance

  • Provide administration of capital replacement contracts
  •  Obtain bids and administer maintenance contracts
  •  Coordinate compliance with jurisdictional permits
  •  Interface with contracted consultants 
  •  Provide experienced coordination of capital and remedial improvement projects

Architectural Review

Assist the board in enforcement of the architectural standards and policies to ensure uniformity throughout the community

Monitor the community to assure all improvements are within established guidelines

Administer requests for property additions, modifications and alterations

At Floridian, we believe member involvement is the key to a well organized community.  We strongly encourage members to participate in board organized committees such as:

    

  • Finance and Audit Committee
  • Architectural Review Committee
  • Grounds Committee
  • Social Committee
  • Enforcement Committee
  • Safety Committee