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CBM in the News
Dana Shotts-Neff
Certified by CAI
Details
CBM Awarded
AAMC Designation
Details
Dana Shotts-Neff, PCAM®
Email: dsneff@1cbm.com
Corporate Office
Chesapeake Bay Management, Inc.
600 Thimble Shoals Boulevard
Suite 200
Newport News VA 23606
Voice: (757) 534-7751
Fax: (757) 534-7765
Williamsburg Office
337 McLaws Circle
Suite 2
Williamsburg VA 23185
Voice: (757) 706-3019
Fax: (757) 534-7765
Virginia Beach Office
(757) 497-6557
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Accredited Association
Management Company (AAMC)®
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Full Services
- Preparation of board packages
- Attendance at board meetings
- Accounting services
- Customer/Resident Relations
- Disclosure Packages
- Inspection of physical property
- Preparation of requests for proposals
- Evaluation of proposals/recommendation to Board
- Preparation of contracts
- Monitor contractor's progress/completion of job
- Inspection of homes/prepare letters/follow-up
- Prepare legal notices required by the governing documents
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- Prepare for/assist with the annual meeting
- After-hours emergency assistance
- Set up/coordinate with committee chairs
- Assist with the architectural review process
- Arrange for/work with reserve specialist
- Advise board of changes in association management
- Maintain association records
- Secure appropriate insurance
- Website
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Accounting Only
- Pay association bills
- Process payroll (if required) and file related tax returns
- Process assessment payments and other receivables
- Monthly reconciliation of association bank accounts
- Preparation of monthly financial statements
- Preparation of/assistance with association's yearly budget
- Send out assessment due notices and late notices
- Monitor overdue accounts/Collection Procedures
- Maintain owner database
- Work with CPA to complete year end audit and tax returns
Consulting As Required
A Selection of custom, individualized services.
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