California Homeowners Association
California HOA About Us Our Services Contact Us Recent News & Events
Small Association Modified Management HOA Election Services Preferred Vendors Financial Services Consulting Services HOA Corporation Organization & Administration
Click here to read details about our memberships Click here to view informative CA HOA videos Click here to read our newsletter
Adjust Text Size Email Us Print this page
Small Association Financial and Modified Management Services
(SAMM)

The SAMM program has served countless small and medium sized homeowners association for the past five years. It is our experience that small and self-managed associations often fail to receive suitable professional association supervision, counseling and administration. Frequently financial reports and documents are prepared without utilizing "generally accepted accounting principles with accrual accounting" and procedural requirements as set forth in California State Codes often go unattended. This service is designed for small and medium sized Homeowners Associations (Condominiums, Townhomes and Single Family Homes) and associations in out of the way areas at a cost you can afford. This program is intended to provide you with all the basic, essential services while offering and providing consulting services on specific items on a monthly or an "as needed" basis. These basic services include:

  • FINANCIAL SERVICES (Basic Services):

1. Collection of association dues

2. Payment of association bills

3. Monthly or quarterly reconciled financial reports

4. Annual financial reports for tax purposes

5. Annual Budget preparation

6. Reserve Study update and analysis

  • ADMINISTRATIVE SERVICES (Basic Services):

1. Assist Board of Directors in the performance of their Duties

2. Assist Board of Directors in complying with State Codes and Laws

3. Provide Annual year-end disclosures

4. Assist with Annual Elections

  • PROVIDE CONSULTING ON SPECIFIC ISSUES:

1. Understanding CC&Rs, Bylaws, Rules and Regulations and State Codes

2. Preparing Minutes of Meetings

3. Preparing and enforcing Rules and Regulations

4. Solving Homeowner Problems

The benefits provided by the California Association of Homeowners Associations Inc. (also referred to as "California Association") are numerous. Included in our program, the California Association of Homeowners Associations Inc. will review many of your association's records and documents and make suggestions or recommendations. We will review your Rules and Regulations, Budget Pro Forma, Reserve Study, Minutes of Meetings, Financial Reports (not an audit), collection policy and annual disclosure report. We will make recommendations and suggestions as appropriate and provide you with consulting on certain specific matters.

1452 W. 9th Street # 3  Upland, CA 91786

The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship. Address: 2377 W. Foothill Blvd. Suite # 13 Upland, CA 91786