Dues, the monthly close, owner statements, and the packet that goes in the annual folder.
Boards that sleep because the books already closed
Holliston · associations since 1987
Scope
Books
Grounds
Board line
A retainer sized to the association, not a menu
There is no public rate card. After we read the unit count, the current budget, and how the snow contract is written, David names a monthly figure. These are the three desks that figure covers.
Bids kept on file, snow and landscape calls, and work orders the board can find later.
Meeting prep, minutes that match what was voted, and the owner questions that should not land in a personal inbox.
The year
Four quiet passes through the year
Nothing theatrical. The same four moves, so a new trustee can follow them without a tour.
1
Read the file
Budget, insurance, and the contracts already signed.
2
Map the vendors
Who plows, who paints, who still has a key.
3
Close the month
Numbers land before the agenda does.
4
Bind the year
One packet a successor can open in an evening.
One Holliston address
567 Concord Street. The association file stays on that desk.
A close before the gavel
Numbers are finished when the board walks in, not the week after.
David calls back
+1 (571) 220-1276. A person, not a ticket queue.
The difference
Self-run minutes versus a managed ledger
A volunteer board can run a small association. It usually costs evenings. This is what changes when the desk is on Concord Street.
Volunteer night
- Dues chased from a personal inbox
- One snow vendor because “they always did it”
- Minutes written the week after the vote
Sterling ledger
- A close that is finished when the board arrives
- Bids sitting in a folder, not a text thread
- A packet the next trustee can read cold
Carried work
The work the board stops carrying
Three lanes. The full list, including common areas and the reserve watch, sits on the services page.
Association books
Assessments, the monthly close, and statements an owner can follow without a translator.
Vendor desk
Bids, insurance certificates, and the call when the plow is late.
Owner line
Questions, violations, and the note that belongs in the file — not in a group chat.
Leave a number. David returns the call.
Pick the kind of conversation, leave a phone, and the page confirms it. No account, no portal login.
Open the callback slip