Client Services



We offer customized management programs based on community needs. At Touchstone we realize every property is unique, along with owner requirements and budget considerations. We strive to accommodate these requirements. No property is too small or too large to fit into our business model.

Our property management services include but are not limited to the following:


*Mailing monthly common charge invoices with remittance envelopes.
*Processing monthly common charge receivables. All bank deposits are recorded via electronic bank file.
*Processing all account payables, coded to the various budgetary categories by the managing agent.
*Processing checks/invoices twice per month for Board signatures.
*Maintaining the financial books and records, e.g. annual audit.
*Developing an easy to read monthly financial report that could be viewed at any time via web portal. The  financial report, at a minimum, will include balance sheet, arrears report, monthly budget analysis with  variances, and year to date breakdown.
*Developing projected year end budget for Treasurer by November 15th with recommendations for board  consideration.  


*Logging all work order activity which will include date and time received, status/assignment, and  completion date.  All work orders will be processed to the various approved trades and or onsite  maintenance staff.
*Coordinate various inspections pertaining to Code compliance, e.g. Fire Marshal inspection,Place of  Assembly Permit.
*When necessary, obtain at the minimum 3 bids for Board consideration based on Board directive.
*Meet with the vendors to discuss any outstanding issues. Conduct periodic inspections of the pool  equipment room (Touchstone employees a Certified Pool Operator.)
*Conduct weekly inspection of common grounds.
*Meet with the staff personnel.
*Notify Board of any Risk Management issues and implement policy as directed by the Board.


*Provide continuity during the transition stage into new management.
*Correspond with the various owners on behalf of the Board.
*Return any phone messages from the weekend on Monday. All phone messages will be returned the  same day if received before 4PM.
*Process House Rule Violations/fines as per the By-Laws.
*Monitor additional insured certificates from vendors, naming the Association.
*When necessary, implementing Hold Harmless/Indemnification forms.
*Obtain insurance quotes for D & O, Liability and Casualty.
*Develop and implement a schedule of tasks/assignments with expectations and deadlines for the onsite  personnel with 30-day review.
*Attend monthly board meetings; process minutes.
*Process appropriate mailings for the Annual Meeting and Election.
*Provide web based portal for board members and homeowners.
*Provide 24 hour/365 day support and provide emergency contact phone number.


*If necessary, provide a highly qualified full time or part-time Property Manager onsite.
*Full offsite back office support team.
*Bookkeeper will be provided offsite at the Touchstone office.
*Provide an onsite receptionist(s) if needed.
*Provide Maintenance persons if required. 

Self Management?

 We have something to offer you.

*Full computerized bookkeeping options with competitive pricing.