Download TopLine-Management-Introduction

TopLine Management, Inc
Grand Junction, CO 81506
(970) 778-2504, (970) 549-1076
(970) 712-5448 fax
TopLine Management is a regionally owned company specializing in managing all aspects of
Homeowners’ Associations and Special Districts’ needs. Our goal is to take the burden off the
Board of Directors and owners to create a management style unique to each company.
Homeowners’ Associations and Special Districts’ choose what service best fits the needs of the
entity, then we sit down with each board and narrow the focus that both parties agree and within
the budget. TopLine Management can start with Quarterly reviews of financial records or
control all aspects of management and financial records. Our strategy is to do as much or little as
a client needs but make sure that your records are in order, and you’re comfortable with the
services provided.
TopLine Management is different from Property Management companies because our goal is to
work with Association’s or District’s as a whole and not individual Property Management of
units. We treat each Association or District like we would a small business in helping make wise
decisions in financial matters, maintenance, budget, governing records, etc. In our initial
interview with the board, together we decide the services that best fits each Association, are cost
effective, and meet every need of the business. The following list are services that TopLine
Management can provide:

Accounting and Financial Records
o Monthly reconciliations of all bank or credit card accounts
o Budget Preparations
o Payroll Service (including quarterly tax returns and UI )
o Bill Pay and Collection of Dues
o Asset Management
o Monthly or Quarterly Financial Statement review
o Workman’s Compensation Audit
o Loan Amortization Schedules
o Reserve Planning
o W-2 and 1099 preparation
o Late fee and NSF collection
o File Liens and court paperwork, Foreclosure Control
o 1120-H Annual Tax Returns

Maintaining Governing Records
o Rules and Regulations
o Declarations
o Covenants
o Secretary of State Registrations
o Division or Regulatory Agency Registrations

Maintaining Homeowners’ name/address records
o Current Emergency Contact
o Registration forms
o Keys for emergency entrance
o Mailings

Maintaining Tenant Records
o Registration forms with Vehicle information
o Animal Control

Monthly/Quarterly Board Meetings
o Access to Meeting Room
o Prepare Documents/Agenda needed for meeting

Prepare/mail for Annual Meeting (Proxy’s, Agenda, and F/S)

Maintain Insurance Contacts (Losses, Claims or other)
o Contact Associations carrier and owners’ insurance
o Contact Mitigation company
o Contact Repair Company
o Quotes for new carriers
Manage Existing Contract Labor/Employees (Reports and Time Cards)


Manage Contract Labor
o Contractor Selection (All have liability Insurance)
o Contractor Specifications unique to Property
o Air Conditioning Start Up/Shut Down
o Gutter Clean Out

Covenant/Rule enforcement (Warnings and Fines)

24 Hour on call emergency contact

Minutes of meetings (can record then create hard copy)

Website
o Access to governing documents/Financial Records
o Access to newsletter
o Message Board/Contact Owners

Newsletter (create and/or mail)

Corporate Reports (Secretary of State, Division of Regulatory Agency's)

Manage Maintenance of Grounds (Summer and Winter)
o Mowing and Irrigation
o Trimming (Edging, Trees, Bushes, Etc.)
o Snow Removal
 Sidewalks and Driveways
 Parking Lot
o Ice Melt

Manage Maintenance of Pool
o Pool Access/Daily cleaning in season
o Post Safety Rules
o Opening/Closing Maintenance

Support to Board Members and Owners’ in Association Matters
o Have Liaison at every Association Residence
o Weekly/Monthly Reports for Maintenance/Repairs
o Architectural Control/Storage Unit Reports
TopLine Management will support your Associations’ or Districts’ needs with real-time financial
information, manage all governing documents, maintain a contract labor force, and relieve the
stress of Board Management for a low monthly fixed fee, which is determined by what services
are provided. A proposal will spell out exactly what services will work for the client, so the value
of service is known to both client and TopLine Management. Contact us at (970) 549-1076 or
email at [email protected] for an interview.