Condo & HOA Management
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Are you currently experiencing...
- Slow or unreturned calls or emails from your community manager?
- Poor compliance and your neighborhood appearance is suffering?
- Your association financials don't seem to "add up"?
- Board meetings that last hours but don't accomplish anything?
- Action items assigned to your manager that never seem to be completed?
Fredrick James is here to help. Contact us today.
Fredrick James applies a formidable standard to property management.
In providing our clients with the highest quality of service, our intent is to cultivate a reputation as exceptional as the level of support we strive to provide. Regardless of your community size, our package of management services can be tailored to meet specific expectations and needs. Simply stated, our management team excels where other companies fall short. With each member implementing a respective expertise, ours is a successful team of professionals sharing a common vision: to provide its clientele the most responsive and professional level of service in the industry.
We strive to provide the highest quality of service your community and homeowners will find anywhere.
Accounting & Bookkeeping Services
Fredrick James was founded on the principle of providing clients with comprehensive financial statements and communicating the results of operations to its clients in a language that they can understand. We spend the time to teach what the financial statements and reports mean to your community. In our opinion, an educated client is our best client.
We carry out a wide range of Accounting and Bookkeeping Services, including:
- Posting and tracking payments by owners of maintenance fees and assessments
- Posting check and payment of all vendor invoices and other payables
- Complete monthly financial statements
- Budget vs. Actual Comparison
- Income & Expenses
- Balance Sheet
- Reserve Report
- Cash Flow Statement
- Statement of Owner Maintenance & Assessments Due & Paid
- Reconciliation of Bank Accounts
- Detailed General Ledger
- Complete Document Imagining all invoices, checks, deposits & original records
- Preparation of employment and income tax returns
- Coordination of Annual Audits & Reviews are required by law

Financial Management Services
Fredrick James provides timely financial services designed to detect and remedy potential problems before they occur. We strive to stay on the cutting edge of collection procedures, budget benchmarking and pending legislation to keep our clients on the forefront of changes that may affect their community.
We carry out a wide range of Financial Management Services, including:
- Collection, Deposit and Posting of all maintenance and assessment payments received
- Posting of late payment fees to owner accounts and mailing of past due notices
- Providing a monthly delinquency list to the board of directors with past due balances
- Preparation and development of annual operating budget with the supervision and input of the board of directors or committees appointed by the board.
- Receive, review and approve all vendor invoices and other bills for payment by the association
- Preparing vender payment lists for authorization of treasurer and/or appropriate board members to pay association expenses and bills
- Mailings to owners as directed by the board of directors of; approved budgets, annual financial statements, notice of annual meeting, board election materials and other items as directed by the board of directors
- Assisting the client's legal counsel, as necessary, to initiate required legal action consistent with the Association's By-Laws, Covenants, Conditions and Restrictions
- Maintaining all association records as required by law
- Imaging and provide Board Members and Owners access to all association records on a secure web portal that allows documents to be reviewed and access over the internet
Property Management Services
Fredrick James strives to help its clients save precious resources without sacrificing quality. We will help you find, compare and hire the right contractor to meet your current and future needs. Our professionals will then ensure that you are happy with the services by performing random site inspections and making recommendations for superior services.
We carry out a wide range of Property Management Services, including:
- Assisting the board in a competitive bidding process for non-emergency services, and provide input in selection of contractors
- Obtaining from each contractor relevant certificates of insurance and licenses
- Directing contractors providing recurring services, and monitor specific contractor performance to ensure substantial compliance with contract specifications
- Performing regular site inspections in order to maintain a satisfactory knowledge of the condition of the property and performance of the contractors
- Receiving service requests for repairs or maintenance of property and report trends in service requests to the board of directors
- Arranging for prompt and satisfactory response to emergency service requests
- Advising board of major problems or trends in maintenance service requests as they occur
- Providing and monitoring our 24 hour emergency telephone service
Private Web Portal Service
Fredrik James has state of the art information technology. Our clients can access files on our secure encrypted Fredrick James web porthole with ease of use. The Fredrick James porthole is a powerful tool that our clients use to access and download sensitive information without compromising security while in the comfort of their homes or office.
We carry out a wide range of Private Web Portal Services, including:
- providing Secure Internet Access for board members and owners to the latest association information from their home computer
- Complete access to monthly financial statements and accounting information
- Complete access to all paid bills, invoices, past due assessment and other notice
- Copies of all meeting minuets for board and annual member meetings
- Copies of all insurance policies and other association contracts
- Copies of governing documents (Condo / Homeowners Docs)
- Copies of all rules and association policies
- Printable forms (Estoppels Letter Request, Owner Information Update, etc.)
- Association and meeting announcements
- All documents and records stored on our secure web portal can be down loaded and viewed or printed by board members and owners on their local computer
Fredrick James is dedicated to excellent customer service and we pride ourselves on providing condominium management services and home owner association management that will work for you and your association.
Contact Us Today or call 727-474-0922 and see if you don't agree that Fredrick James management services are right for you.
