Client Profile

We work with all types of associations.

Community Associations We Work With

Other Features Include:

At CSM, our client profile is broad and diverse. We work with all types and sizes of Associations, such as:

  • Single Family / Master Planned
  • Condominium
  • Lofts
  • Townhomes
  • High and Mid Rises
  • Golf Communities
  • Mixed Use / Commercial
  • Active Adult / Age Restricted
  • REIT / Investment Properties
  • Developer Controlled Communities

Below are the 3 main types of clients that choose CSM as their Association Accounting Provider

Self-Managed Communities – The Board of Directors, typically comprised of all volunteers, manages all community aspects, financial and administrative management.  Self-managed neighborhoods usually have trouble finding volunteers willing to invest the time and energy to self-manage.

Some self-managed communities want to build a separation between the Board and homeowners, to avoid or prevent conflict with sensitive issues like violations and collections.

Other associations consider hiring a management company to assist with maintenance and management of records, legal matters, and consistency among rotating Board members. Regardless of your reason for seeking professional management, we are here to help and assist your community in the transition to CSM.

Communities with a Full-Service Management Company – Many communities rely on a full- service management company to provide all of their services.  These associations select CSM for a variety of reasons: lack of service with current company, cost reduction, and reduction in need for full-service management.  Many boards select CSM with the realization that they are already performing many management duties themselves, yet still needlessly pay for the services with a full-service management company.

Some associations feel that they are too small for their current management company, and do not get the attention, service or support they need with a full-service company.  They feel like the “little fish in a big pond” and get lost among all the larger associations in their management company’s portfolio.  These communities turn to CSM for administrative and financial support, and the board continues providing more of the onsite and vendor management functions.

Many communities who transition to CSM are able to reduce costs by up to 50% versus the full-service rate.  By partnering with CSM, the association is able to have a professional company manage most of the activities that Board members would rather not be involved in.

Large Scale or Staffed Communities – These types of associations have on-site management and administrative employees for the management of the community.  These associations prefer outsourcing the accounting and some administrative tasks to CSM and retaining the on- site staff.  This method allows for a more consistent approach to the financial management of the community and prevents training and re-training hourly employees for accounting and administrative staff turnover.  Hiring CSM allows a more professional approach to many of the daily functions that do not require senior level management involvement.

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