Dana Shotts-Neff

PCAM®

Corporate Office

Chesapeake Bay
Management, Inc.
11861 Canon Blvd
Suite H
Newport News
VA 23606

Peninsula
Voice:
757-534-7751
Fax:
757-534-7765

Southside
Voice:
757-491-6557
Fax:
757-491-6522

E-Mail
dsneff@1cbm.com
 
CBM Services
 
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
 
  • 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
 
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
 
Custom
: Selection of individualized services.


 

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