Financial visibility
Discuss reporting, owner account administration, and the information your board needs for decisions.
FPMG
Start with the management challenges your association needs to solve.
Financial questions, missing records, vendor follow-up, and resident requests compete for your board’s attention. A management conversation should begin with those specifics.
Discuss reporting, owner account administration, and the information your board needs for decisions.
Review how records, meetings, vendor work, and open items should be coordinated.
Identify the records, responsibilities, and timing that a management transition would require.