CONSULTING
​SERVICES

​HOA consulting services for any size community - Nationwide.

Aperion provides consulting services to new or existing developments who are seeking advice or document development from Homeowners Association industry experts. 

Consulting where and when you need it most.

Request a Proposal

We're experts in development of reserve studies and operating budgets with decades of experience in ALL types of communities from condos to townhomes, single family to masterplans and mixed use, plus everything in between.

Our Services

​We have national Homeowners Association industry involvement, continual and current industry education and provide oversight on all consulting contracts by Professional Community Association (PCAM) Managers.

Management Services

Direct point of contact for owner services

Welcome letters and new owner information

Coordination of maintenance needs

Assistance in complying with state laws

Listen to adjacent neighborhoods, city and county

Written managers update 

Plan and prepare board meetings

Vendor management 

Draft board and meeting minutes

Review association reserve study

Prepare maintenance list for board

Coordinate annual association meeting

Update board member list and track election terms

Site inspection of all association property
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Policy drafting (as needed)

Accounting Services

Collection of assessments

Delinquency monitoring

Process payment for association service

Reconcile monthly transaction and provide detailed report

Written managers report on significant variances

Prepare annual year-end financial report
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Assist with the tax preparation (CPA fee not included)

Assist with the preparation of the reserve study

Prepare annual budget

Establish and maintain associations' funds (upon transaction) ​

Administration Services

Provide administration for the ADR process

Intake of architectural review applications from owners 

Serve as liaison between the association and owners. 
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Work with the Board selected consultants.

Maintain design review files  

​Provide regular reports to the association on each project and current status. 

Maintain full accounting of each project for consultant time and tracking of construction deposits.

Architectural Review ​

Answer Owner Calls

Mailing Services

Mail Processing

Key Fob Distribution

Meeting Facility Arrangements
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Record Keeping

Special Projects

Reserve Study
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​Bid/Request for Proposal (RFP) Management

Communication of priorities and timelines set by the Board of Directors/Community Management

Project activity monitoring for compliance with all governing documents of the Association any discrepancies to the Community Manager

Regular inspections of all projects

Closeout Report/Warranty Documentation
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Support to all contractors within the jurisdiction of the CC&R’s and Bylaws or other Association documents

Community Maintenance

Oversight/monitoring of building systems
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Maintain pools by certified pool operators

Coordinate with owners during onsite projects

Onsite oversight of bids and vendors

Common are cleaning

Assist community manager with bylaw enforcement

*Select locations

Our Team Has a
​Report Card Worth Bragging About

YEARS COMBINED EXPERIENCE

HOMES MANAGED

HAPPY CLIENTS

REPORTS CREATED

 Meet Our Experts

Katie Anderson

Founder and CEO 

PCAM, AMS, CMCA
​
Katie Anderson prides herself on staying abreast on all industry related news/trainings and regularly attends Community Associations Institute’s (CAI) national conference, law seminar and annual retreat, along with ACAM-CEO’s annual conference. She has been asked to speak at the CAI National Conference and sits on the board of ACAM-CEO. Her 18 years of experience in HOA community management and consulting, paired with her ever growing knowledge, have given her an edge in assessing and leading communities in the right direction with ease.

Bill Anderson

CFO

CMCA
​
Bill Anderson takes accounting seriously, making sure your assessment money gets where it needs to be and is fully accounted for. With 10 years’ experience with HOA accounting, he understands the intricate ins and outs of processing payments, keeping records and making the accounting process run smoothly. He can help your community both survive and thrive through best practices, easing the burden of assessment collection.

Attention Boards and Developers:
Stay self managed but get expert advice on all the specifics of running an HOA.

Trust your HOA with the experts.

What Do You Need?