Comparison of Management Services Offered
for Homeowner Associations


Coast Management of California offers four types of services to homeowner associations in California. These consist of Full Service Management, Online Management, Financial Services Management, and Accounting Services.

Online Management includes nearly everything included under Full Service Management at a reduced cost. Financial Services Management includes most, but not all, of the services provided under our Online Management agreement. Accounting Services are far more limited at the lowest cost available.

If you hire Coast Management of California, you can always change the type of service provided at a later date.


Summary of ServicesFull Service ManagementOnline ManagementFinancial Services ManagementAccounting Services
Accounting Services
Assistance in preparing an Annual BudgetYesYesYesYes
Preparation of monthly Balance Sheet, Statement of Cash Receipts and Disbursements, Check Register, Delinquency Report and Bank ReconciliationsYesYesYesYes
Mailing of monthly invoices for assessments and delinquency noticesYesYesYesYes
Payment of all authorized billsYesYesYesYes
Distribution of the Annual Financial ReportsYesYesYesYes
Funding of reserve accountsYesYesYesYes
Assisting with tax returns, audits and reviewsYesYesYesYes
Preparation of payroll checks (if required) and federal payroll forms 1099 and DE 542Extra ChargeExtra ChargeExtra ChargeExtra Charge
Preparing and mailing notices, nomination forms, ballots and agendasYesYesYesNot Included
Attending meetings of the Board of Directors and the Annual Meeting of homeownersYesNot IncludedNot IncludedNot Included
Records and Correspondence
Maintenance of all Association recordsYesYesYesAccounting Records
Responding changes of ownershipYesYesYesYes
Recording to inquiries from escrow holders, mortgage companies and real estate agentsYesYesYesYes
Preparation of Year End Disclosures Filing Reports
With the Secretary of State
YesYesYesNot Included
Promptly responding to service requestsYesYes
Obtaining bids, and negotiating contractsYesYes
Inspections and CC&Rs/rules enforcementYesInspections not includedNot IncludedNot Included
Making appearances for the Association in Small
Claims Court
YesNot IncludedYesNot Included
Coordination with the HOA Inspection or ElectionsYesYesYesNot Included
Enforcing the Association’s late charge, lien and collection policyYesYesYesNot Included
Providing 24 Hour Emergency ServiceYesYesYesNot Included


Coast Management of California