Community Management

Providing Accessible, Transparent, and Proactive Community Management

Financial Management


Our financial services put all financial information in the palm of your hands, allowing you to make the best financial decisions.


Our detailed approach, coupled with our years of experience makes it possible for us to provide accurate financial management services to help you reach your community’s goals. Whether it's browsing monthly reports, managing bills, or following up on overdue payments you'll love our services.

  • Full code-compliant HOA accounting which includes monthly reconciliation of bank accounts, accounts payable, accounts receivable, delinquencies, and month over month and year over year comparisons.


  • Keep you in compliance with states regulations and best practices to make sure your community is on sound financial footing.


  • Experienced accounting staff that are trained in the collection of dues, paying bills, and annual financial reports.


  • Payments to vendors and contractors.


  • Our professional team assists client communities with the preparation of their annual budgets, budget comparisons, and special assessments, including non-technical estimates of their capital reserves.


  • Assistance in dealing with delinquencies.


  • To manage highly effective communities, financial records must be easy to understand, readily available, and accurate. We assist our clients by maintaining the financial books and records of the HOA.

Administrative Management

When Cornerstone started, we understood that customer service is the fabric of any successful management organization. That's why we strive to create real value for our client communities. We are fully equipped to handle all of the administrative needs of your community with our commitment to continuing education, knowledge of the Civil Code, and superb customer service.


  • Assist in running meetings and elections: Our experience in planning and running meetings make them more effective, allowing the board to accomplish their objectives while planning for the future of the community. We bring you unparalleled expertise to assist you in making important decisions. Association leaders come together to read minutes, present information, and make decisions on behalf of the community.


  • Our system allows for fast dispatch of information to residents with a click of a button. With professionally written letters, we are able to distribute information electronically, reducing the time it takes for communication with the board. We'll respond to your questions and send out mailings if/when requested.


  • Provide guidance to the Board: Familiarity with federal, state, as well as municipal laws, is important for leaders because it helps them understand their duties. Each as statutes, administrative rulings, and cases that associations are governed by. We link community leaders to information that equips and empowers them to efficiently serve their communities. We'll explain and notify you about new laws, rules, and covenant that directly affects their community.


  • Review insurance: Cornerstone can link clients with qualified agents and attorneys who can help with the required insurance for your community. We are pleased to assist, but we are not licensed to negotiate insurance and Cornerstone does not assume full responsibility for a community's insurance coverage.


  • Mandatory notifications to the Franchise Tax Board and the Secretary of State
  • Prepare annual disclosures
  • Appearance in small claims court

Physical Management


We want your community to thrive at its highest level. Our physical management services assist with the day-to-day operational needs of a community contributing to the health, stability and desirability of the community.

  • Obtain proposals for HOA projects and repairs.


  • We assist our clients to discover the smallest problems and urgent needs.

 

  • We work with satellite-based maps, which allows our inspectors to view locations with existing violations and focus on preventing future violations.


  • Provide input and guidance to the Board and owners.


  • Our maintenance staff are always available to provide after-hours emergency service. One of our goals is to minimize emergencies. Through proper planning with the board, we can reduce frequent emergencies. However, even with the best planning, situations are bound to happen and we are always there to assist.


  • Keep owners and occupants informed of projects within their community.


  • Respond to requests of the Board of Directors and residents.


  • We help community leaders arrange effective preemptive maintenance plans whether your obligations are small or large.


  • As community managers, we link clients with vendors who have experience in providing the needed services for the community. In addition, we do so at a lower cost than a third party.


  • Manage owner and vendor questions regarding projects.


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