Board Support & Meetings
Agendas posted on time, board packets prepared in advance, minutes drafted promptly, and every action item tracked to completion.
Practice 01
HOA & Community Association Management
Full-service management for condominium, townhome, and single-family associations — board support, governance, budgeting, and vendor oversight handled with the care your community deserves.
Built For Boards
Serve Your Community, Not Your Management Company.
Volunteer board members give their time because they care about their neighbors. They shouldn't spend it chasing a manager for answers. Harborstone takes the operational load off your board so you can focus on decisions, not administration.
Every Harborstone community is assigned a dedicated manager and a named accounting contact — people who know your buildings, your reserves, and your history. When something happens on site, we already know the context.
Scope Of Service
What Harborstone Handles
Six areas of responsibility, delivered together so nothing falls between the cracks.
Assessments & Collections
Accurate billing, multiple payment channels, delinquency monitoring, and a documented, compliant collection process.
Vendor & Contract Management
Competitive bids, licensed and insured vendors, certificate tracking, scope-of-work clarity, and invoice review before payment.
Rules & Architectural Review
Consistent, documented enforcement of CC&Rs and architectural standards — firm where it matters, fair where it counts.
Owner Communication
A resident portal, email announcements, emergency notices, and a live record of every request and its resolution.
Records & Governance
Digital archives, defensible minutes, election administration, and inspection-of-records support under California law.
Financial Management
Numbers Your Board Can Actually Use.
Financial transparency isn't a monthly PDF nobody opens. It's budget-versus-actual reporting with variances explained in plain English, reserve tracking that anticipates major projects, and a clean audit trail.
Monthly financial packets
Balance sheet, income statement, budget comparison, and delinquency report — delivered on a predictable schedule.
Annual budget & reserve planning
We build the budget with your board, coordinate reserve study updates, and plan funding for long-horizon capital work.
Segregated funds & controls
Operating and reserve accounts kept separate, dual-authorization on disbursements, and documented approval for every expense.
Tax & audit coordination
Federal and state filings prepared and filed on time, with CPA and auditor coordination when your association requires it.
Maintenance & Vendor Management
We walk your property on a schedule, not just when something breaks. Preventive maintenance calendars, documented site inspections, and a vetted vendor bench mean small issues get handled before they become special assessments.
- Routine common-area inspections with photo reports
- 24/7 emergency response for urgent property issues
- Project management from bid to punch list
Compliance & Risk Management
California community associations operate inside one of the densest regulatory environments in the country. We keep your board on the right side of it — and make sure your association is properly protected when it matters.
- Davis-Stirling Act compliance support
- Insurance review, certificates & risk assessment
- Election administration and records requests
Transitioning
A Calm, Orderly Handover
Changing management companies is intimidating. We've done it hundreds of times, and we run the transition so your board doesn't have to.
01
Discovery Call
We learn your community's size, structure, pain points, and goals — and give you an honest read on where we can help.
02
Tailored Proposal
A clear scope of service and transparent fee — no surprise line items, no hidden charges passed through later.
03
Records Transfer
We coordinate with your outgoing manager and vendors, audit the files, and digitize everything we receive.
04
Go Live
Owners and residents are introduced to Harborstone, your portal opens, and your dedicated manager takes over.
Questions Boards Ask
Frequently Asked Questions
Don't see your question? Call us at (415) 123-4567 — a real person answers.
We work with associations from roughly 8 units up to several hundred. Boutique management doesn't mean small only — it means every community gets a dedicated manager instead of being folded into a portfolio of forty.
Our commitment is same-business-day acknowledgment and a 24-hour substantive response for non-emergencies. True emergencies — water intrusion, fire, security, no heat — are routed to our on-call line 24/7.
Your proposal states the management fee and identifies any optional or à-la-carte services. Things like postage, copies, and after-hours hourly rates are disclosed up front — never discovered on an invoice.
Yes. We coordinate reserve study updates, build the funding plan into your budget, and manage the project itself — scope, bids, insurance certificates, scheduling, change orders, and final punch list.
Absolutely — a large share of our communities came from self-management. We start with a records and financial review, set up proper accounts and controls, and give your board a clean baseline before day-to-day operations begin.
Ready When You Are
Let's See If Harborstone Is The Right Fit For Your Board.
We'll review your community's needs and send a tailored proposal — no pressure, no obligation.