Ross Morgan &

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Ross Morgan & company description

Ross Morgan & Company has managed Homeowner Associations since 1982, partnering with over 550 communities across Greater Los Angeles, Ventura, and Santa Barbara Counties. With a 96% client retention rate and an average employee tenure of 12 years, we bring stability, consistency, and deep industry knowledge to every community. We approach HOA management with a people-first philosophy. A home is more than a property; it’s where life happens. Through thoughtful processes, skilled leadership, and attentive support, we create well-run, vibrant communities. Our commitment to protecting property values and enhancing homeowners’ daily experience guides everything we do. Ross Morgan & Company is part of an elite group of Community Association Management firms to earn the Accredited Association Management Company (AAMC) designation from the Community Associations Institute (CAI). Out of over 10,000 U.S. firms, only about 2% have earned this distinction. Our services include: Homeowner Support: Multilingual customer service providing prompt, personalized assistance Financial Management: Assessment collection, budgeting, reporting, & oversight by on-staff CPAs Vendor Management: Identifying, coordinating, & managing vendors efficiently for boards Fulfillment Services: Reliable handling of community mailings, newsletters, & correspondence Tax Compliance & Financial Reviews: Managing tax filings, annual reviews, & financial compliance Board Meeting Facilitation: Preparing agendas, packets, & notices while ensuring productive meetings Insurance Administration: Reviewing coverage, managing claims, & ensuring compliance with governing documents Web & Mobile Access: 24/7 access to community information through the Community Link portal & app Architectural Request Management: Receiving, reviewing, & communicating owner requests efficiently Financial-only HOA Bookkeeping: Assessment collection, budgeting, financial statements, & tax compliance Learn more at www.rossmorgan.com