Our Services

At Synergy Management Group, we provide management services to homeowner associations (HOA) in San Diego County and other parts of California. Our boutique firm specializes in creating a sense of community while ensuring that common areas are well-maintained. As a property management company, we handle day-to-day operations, accounting, and escrow services for your community. Our expertise and attention to detail will give you peace of mind, knowing that your property is in our hands.

Synergy Management Group provides consulting services specific to associations.  Administrative:

• Devise and ensure a plan for homeowner communication.

• Apply proper and systematic record keeping method.

• Formation of Governing Documents.

Financial:

• Formulate a detailed plan for the proper management of your association’s finances.

• Assist with expense prioritization.

Human Resources:

• Construct job descriptions.

• Help develop or provide input on your employee handbook.

We have also partnered with experts in Real Estate Services which include leasing, construction management, project management, acquisition
and disposition due diligence.

Our expertise lies in the Commercial and Industrial Act that regulates the Commercial and Industrial Common Interest Developments (CIDs). We ensure timely assessment billing, association budgeting, and planning for large capital projects, along with incorporating Reserve Studies. 

Synergy Management Group provides accounting services to owner-operator clients. These are clients who perform their own management services but utilize our accounting services as their back office to receive rents, pay invoices, prepare financial statements and collaborate in their annual budgets. With twenty years of experience providing accounting services, we have a keen understanding of the needs of property owners, and our institutional quality financial reports satisfy loan covenant reporting requirements.

We offer assistance with your HOA/COA transaction needs, whether you are refinancing or selling your property.

At Synergy Management Group, our fees for escrow services are lower than the industry standard. Unlike other companies, we don't charge extra for financial statements and governing documents that already exist.

The online owner portal offers property owners various benefits, including real-time financials, secure payment options, access to important documents, and communication tools for seamless collaboration with property managers. Additionally, the portal provides mobile access to financial summaries for added convenience.