Boutique HOA Management Company-
Serving 18 large communities across Orange County and the San Gabriel Valley, this established firm provides full-service HOA management with an impressive 100% client retention rate. Services include property maintenance, vendor procurement, insurance coordination, budgeting, and facilitation of board meetings.

With no prior marketing efforts, the company is well-positioned for growth—targeted marketing could significantly expand its client base.

The owner works full-time alongside two employees: a CFO and a bookkeeper/accountant.

Core Services, Administrative & Board Support

• Organizing and attending board meetings
• Preparing agendas, notices, and minutes
• Maintaining HOA records, governing documents, and archives
• Acting as liaison between the board and homeowners
• Ensuring compliance with state HOA laws and CC&Rs

Financial Management

• Collecting assessments and dues
• Managing operating and reserve accounts
• Preparing monthly and annual financial reports
• Assisting with budgets and reserve studies
• Coordinating audits and tax filings
• Managing collections for delinquent accounts

Vendor & Contract Management

• Hiring and overseeing service providers (landscaping, pool, janitorial, etc.)
• Managing service contracts and performance standards
• Obtaining bids for projects and repairs
• Coordinating large-scale maintenance and improvement projects

Maintenance & Property Oversight

• Conducting regular property inspections
• Scheduling repairs and upkeep of common areas
• Handling maintenance emergencies
• Ensuring compliance with safety regulations

Rule Enforcement & Homeowner Communication

• Monitoring for rule and architectural guideline compliance
• Issuing violation notices and overseeing corrective actions
• Responding to homeowner inquiries and complaints
• Distributing newsletters, announcements, and updates

Legal & Compliance Assistance

• Coordinating with HOA legal counsel
• Filing state reports and required documentation
• Staying current with relevant state and local laws

Facilities & Lease

• Lease Type: Gross Lease
• Monthly Rent: $3,100
• Term: Expires Jan 31, 2026, with 1-year extension option (4% increase)

This is a great opportunity for an HOA manager looking to expand. The company has never engaged in active marketing-so creating a strategic marketing plan could quickly attract new clients and increase revenue.