We are a company built on referrals.
Created to meet the needs of Homeowner Associations, Ross Morgan & Company started from humble beginnings in 1982. Our first office in Studio City was comprised of a couple desks and a filing cabinet. We did not own a computer and to save space our only filing cabinet was relocated to the bathroom. We made what was a significant investment to purchase a computer which was shortly thereafter stolen due to a break-in.
Undeterred we pressed forward with a staff of two to deliver quality service to the few properties we were privileged to manage. We were determined to take great care of our existing clients in hope the word would spread.
Today we are proud to say that the word has spread. In fact 95% of our business comes from referrals.
To follow please find a brief overview of the various services we offer in order to provide our clients with the best in Community Association Management.
COMPUTERIZED FINANCIAL REPORTING
Our sophisticated in-house financial reporting capability includes a state-of-the-art software system to provide clients with complete and timely monthly financial statements. Among the many financial services we offer is budget preparation, financial analysis, forecasting, assessment billing and collection, payroll, disbursements, financial planning and tax preparation.
Ross Morgan & Company has a complete program of consultation for homeowner association, builders, and investors. We provide expertise in pre-construction analysis, budget planning, and risk management. At Ross Morgan & Company, we specialize in the transition period from builder to association, including the initial organization of association committees and governing structure.
RESOURCES AND PROCUREMENT POWER
The professionals at Ross Morgan & Company take pride in our countless resources developed over the course of many years in the homeowner association management and construction fields. We offer the communities we represent outstanding professional references with specialties in the industry ready to address any challenge an association may have. This translates to expert property management at the best value and lowest cost to you.
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Our clients recognize that superior maintenance and property enhancements is necessary to protect their investment, and Ross Morgan works closely with the board to create a comprehensive maintenance schedule while setting a timeframe to address significant capital projects using the association’s reserve study as a general guide.
We understand the importance of proactive maintenance in order to protect your property and living environment.
TRAINING & EDUCATION
We would not be where we are today without making training and education a top priority at Ross Morgan. This translates directly to the service we are able to provide to the associations we serve. There is always something new to learn and we enjoy the opportunity to educate our communities.
We provide board member training sessions at no charge. We understand that Board members are volunteers, many of which have never had any prior experience serving a homeowners association. There is certainly a lot to grasp for a new member of the Board and we will take responsibility for bringing all Board members up to speed on the intricacies of Civil Codes that govern associations.
Years of interaction across multiple counties has provided us with a leading edge in dealing with and resolving complex community issues. Our wide network and community relationships allows us to work closely with local leadership and governing bodies to ensure the most challenging of issues that arise are effectively addressed.