Business Management

M Group offers Management Services that are tailored to your industry. Because of our process and procedures, we have been able to implement the most extensive management services that will rival any and all other competitors.

Business Management

Bookkeeping and Bill Payment:

Complete periodic property inspections (walkthroughs) and identify property deficiencies. Bring deficiencies to the attention of the Board of Directors, repair the deficiencies. Evidence (through photographs) any visible homeowner violations of the Operating Rules.

Budget & Cash Flow Management

Real Estate & Major Assets Acquisition: 

We work with high net worth individuals and prescribe the best approach for transactions.

Tax Planning & Preparation

Contract Review and Administration: 

Administer association contracts to ensure contractors are meeting their obligations. Maintain a log of all contracts including services provided, pricing, maturity date, and contract termination provisions. Inspect all work completed on the property before submitting invoices for payment

Insurance & Investment Administration: 

Work with the insurance agent to obtain insurance policies that provide adequate coverage. Obtain certificates of insurance and W-9 forms from vendors.


Provide Manager’s Reports to the Board outlining the status of association projects and recommended next steps.

Long-Term Planning: 

Create a long-term maintenance plan for the association based on budgeted items, the association’s reserve study, and any Board “wish list” projects.

Administrative & Accounting

Policies and Procedures: 

Draft, maintain and enforce association policies and procedures, as approved by the Board or Company.

Official Records: 

Maintain the Board’s or Company’s official records in a secure location (primarily electronically).

Board Meeting Coordination: 

Prepare and distribute meeting agendas, prepare information packets for each member of the Board and produce detailed meeting minutes. All documents may be customized by the Board.

Database Management

Maintain a detailed database including but not limited to clients, vendors, service providers, owner and resident names, addresses, phone numbers, email addresses, and any other relevant information.

Manage Mailing:

Draft and disseminate mailing required by California Statutes (e.g., annual meeting notices, draft budget, annual disclosures).

Small Business Tax Planning & Preparation