Our services include management services, accounting and bookkeeping services, as well as administrative support within the office. Please see below for a detailed list of the services we can provide your community.
WPM manages our customers with a careful and proactive approach, anticipating issues before they develop into serious problems for the community. With focus on practical solutions for associations, we specialize in all aspects of community management including budgeting, attending meetings, retaining records, performing inspections, as well as much more to assist your community with its management needs. Our comprehensive management service includes these items as well as the following:
Our accounting department monitors expenses monthly, receives and processes the members’ payments, reports delinquent accounts for collections, prepares a monthly financial statement, assists the association in the finalization of the budget, prepares checks for Board signature (1 or 2 signatures as required) for payment of the association’s expenses, coordinates with association's independent accountant for the annual audit, review, or compilation as required, institutes CPA’s recommended adjustments to the association's financial records. Record of income, expenses, assets and liabilities shall be maintained utilizing the accrual method of accounting and association's approved Chart of Accounts.
Association Meeting Services
We will coordinate, prepare, and distribute notices required by the governing documents or directed by the association. This includes all board correspondence of notices, notice of annual meetings, notice of elections, etc.
Records Retention Services
We will file and store all community documents in a temperature controlled facility for a period of seven years or more (at your association’s request). We will make records available to membership for copying or viewing with duenotice during regular business hours at our office location. We will maintain a filing system of the association's important documents as required by Florida Statutes including contracts, meeting minutes, public agency filings, financial information, insurance policies, resolutions, and legal documents.
Our office administrative staff supports our managers and accounting department in many ways to ensure our customers receive industry-best service. This includes preparing general correspondence, dealing with routine operational matters between the association and residents, contractors, agents, government officials, or other entities, responding to owners and their prospective purchasers regarding their individual accounts on a timely basis, assisting in resale and rental transfer paperwork for board approvals, prioritizing and responding to all requests of association and board members in a timely manner, keeping the board informed of problem areas and recommendations for actions needed to be taken, and handling complaints and concerns in a timely and professional manner
Upon request, we also offer “Accounting/Bookkeeping ONLY” service to our clients in the event your association is interested in self-managing or hiring an onsite LCAM outside of WPM. You will receive the same accounting/bookkeeping service our comprehensive management clients receive listed above.
Rental management services are available for all Association owned units to include screening of applicants, disclosures, negotiating, lease contract agreements, processing rental payments, collections, violations, inspections and evictions. We have licensed Real Estate Agents and Brokers to answer all your rental management needs.