Unlock the potential of your HOA with Ross Morgan & Company. Our seasoned professionals specialize in streamlining operations, providing your association with the tools and support needed for effective governance. By partnering with us, you not only enhance efficiencies but also improve the overall living experience for homeowners. Join the many satisfied clients who have entrusted their community’s success to Ross Morgan & Company. With a 96% client retention rate we stand ready to support you!
HOMEOWNER SUPPORT
Benefit from our dedicated team of multilingual customer service representatives committed to delivering exceptional support tailored to your needs. With a focus on prompt responses and personalized assistance, we strive to enhance your homeowner experience through attentive care and expertise.
FINANCIAL MANAGEMENT SOLUTIONS
Entrust your financial matters to us and our on-staff CPAs for comprehensive financial management solutions that cover everything from assessment collection to budgeting and financial reporting. With meticulous attention to detail, we ensure the proper handling of your finances, providing you with peace of mind and clarity in your financial affairs.
VENDOR MANAGEMENT
Benefit from streamlined vendor management. From assisting in identifying professional vendors within our large vendor network, to bid preparation and timely invoice processing, we handle every aspect with professionalism and efficiency, allowing the board to focus on strategic decision-making while we handle the details.
COMPREHENSIVE FULFILLMENT SERVICES
Rely on our dedicated team to manage your community mailings and fulfillment needs with reliability. Whether it’s distributing important information, newsletters or handling general correspondence, we pride ourselves on delivering top-notch fulfillment services tailored to meet your unique requirements.
TAX COMPLIANCE AND FINANCIAL REVIEW COORDINATION
Navigate tax compliance and annual CPA review requirements with confidence through our expert accounting services. From working closely with CPA firms to managing tax filings and payments, we ensure thorough compliance, providing you with peace of mind during tax season and beyond.
BOARD MEETING FACILIATION
Let us take the lead in facilitating smooth and efficient board meetings. From preparing board packets, agendas and meeting notices to actively participating in discussions, our team ensures that every meeting is well-organized and productive, allowing the board to focus on key decisions.
INSURANCE ADMINISTRATION
Streamline your insurance administration process. We work alongside the association’s insurance agent to review coverage and help identify the most comprehensive and cost-effective insurance programs, ensuring coverage aligns with your HOA’s governing documents and Civil Code requirements. Additionally, we facilitate the claims process by working closely with adjusters and affected homeowners.
WEB & MOBILE ACCESSIBILITY
Access vital community information anytime, anywhere through our exclusive portal and smartphone app, Community Link. With 24/7 availability and user-friendly technology, homeowners can stay informed and connected with ease, enhancing transparency and their overall community experience through seamless accessibility.
ARCHITECTURAL REQUEST MANAGEMENT
Optimize the architectural request process. From receiving owner requests via the HOA website to communicating final determinations promptly and efficiently, we facilitate a transparent and organized process that ensures timely resolution and homeowner satisfaction.