Phone: +1 (650) 448-3968 | Email: support@avenuesmgt.com

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Avenues HOA Financial Management - Quote Intake Survey Form

Thank you for your interest in our services. This form helps us understand your community’s specific needs so we can provide a tailored quote. Please answer as thoroughly as possible.

When you submit this form, it will not automatically collect your details like name and email address unless you provide it yourself.

* Required

Community Information

1. HOA/Community Name *

2. Community Address *

3. Contact Person Name *

4. Contact Email *

5. Contact Phone Number *

6. Role in the HOA *

Board Member

Property Manager

Community President

Other:

7. Number of Units/Homes *

8. Number of Commercial Units

9. Approx. Annual Budget ($) *

10. Currently working with a financial manager/bookkeeper? *

Yes

Previously but not currently

11. If yes, what prompted you to seek new services?

12. Date of last Davis-Stirling complaint financial reporting?

Bookkeeping Services Needed

13. Please select services required:

General ledger maintenance

Bank reconciliations

Accounts receivable (owner dues invoicing & collection)

Accounts payable (vendor bill processing & payments)

Monthly financial reporting

Year-end closing and reporting

Transition assistance from previous financial provider

Integration with property management software

Other:

Financial Management Services Needed

Service Format

15. Delivery method required:

PDF via email

Secured shared cloud folder (OneDrive) - Recommended

Mailed physical copies

Other:

Expectations & Special Requests

16. Top 3 priorities in selecting a provider? *

17. Ongoing issues or challenges? *

18. Expectations of your financial manager? *

19. Additional notes or services not listed?

Timing & Decision Process

20. When are you looking to begin services? *

21. Who is involved in the decision-making process? *

Board Only

Board + Property Manager

Other:

22. How soon do you need a quote? *

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Ready to unlock transparency, and peace of mind with Avenues HOA Financial Management?