About
John and Doug had a vision, to offer condominium and homeowner associations a service dedicated to fraud detection and elimination. Their years of practice has provided far too many examples of poor behavior and outright actions which were detrimental to associations.
Our Focus
C.O.R.E. is focused on the belief that fraud can be detected and prevented. To detect and prevent fraud requires a dedication to process, documentation and education. These three core areas are passions for all members of the C.O.R.E. team.
Our Vision
Our vision is simple: money can be protected. It requires constant vigilance, a dedication to perfection, and a willingness to re-evaluate processes to find new ways to safeguard association money. We believe our system can deliver this successfully and at a scale which can’t be matched by any management company with its own internal accounting department.
Learn More
Doug McLain
Doug is a CPA who has been providing audit, management, and tax services to HOAs for more than 20 years. He is the author of “Trade HOA Stress for Success” a board of directors’ guide for managing an association. Doug’s experience with homeowner associations has led him to participate in the Oregon and Washington state chapters of Community Association Institute (CAI). He has given presentations on various association issues to several communities and organizations throughout Washington and Oregon.
Doug co-founded C.O.R.E. Services, LLC in 2017 for the purpose of providing affordable management services to both condominium and homeowner associations throughout the country.
John Caughell
John Caughell brings a focus on attest services and compliance to C.O.R.E. He has over 20 years of public accounting experience focused on audits, reviews and compilations for contractors and service providers.
Anthony Leverman
Anthony is a businessman with experience in many areas. Started in the Marines as a helicopter mechanic before getting licensed as a registered nurse. Pursued an entrepreneurial route with a successful travel vaccination business for 12 years. Currently active in the Air National Guard as a medical administrative officer. Operates an assisted living facility in Orlando, FL for the past 6 years. Currently reside in a home with an HOA; giving him the ground level knowledge you’re looking for as a non-financial person.
FAQ - Frequently Asked Questions
CORE Model
Cost – Transparency – Expertise – Support
Cost:
Do you want to cut your association’s costs, and have better service?
While some management companies have may have excellent service, it is rare to find a management company that has excellent service and low costs.
CORE is different, we are so confident that our prices are the lowest out there, we post our prices on line for anyone to see, even our competitors. You won’t have to setup a meeting with a potential management company in order to see what services they will provide and at what cost. You can put in your Association’s information into our proposal tool _______ and you will receive a pdf copy of the proposal instantly.
We keep our costs low and pass that savings on to you. We have developed our own financial management system which doesn’t rely on expensive third parties. All CORE services employees work remotely, eliminating expensive real estate and office expenses. After all, your Association’s property is what’s important, not your management company’s property.
CORE operates under the assumption that community costs belong to the community and individual costs belong to the individuals. Our software system allows costs to be passed through to individual owners where the need for service arose.
Transparency:
Do you have to wait weeks or months to get Association documents from your management company?
At CORE we don’t just talk transparency we live it. We believe the community information belongs to the community not to the Association. Information is posted in real time for members and board members to see. In addition, we post information on the Association’s website, we allow members and board members to go online and see their financial accounts, and relevant association information, while keeping individual member information private.
Expertise:
CORE began as a CPA firm specializing in Association Audits and Reviews.
Over the years we realized that the hOA industry was lacking the expertise needed in the most important aspect of HOA management, Finances and Accounting! As auditors we heard every excuse in the book from managers as to why they couldn’t produce an accurate financial statement. The excuses ranged from we are not “accountants” or “our system can’t do that”, to “the auditor will fix that during the audit”.
Why should your association not have accurate financials all the time, why wait for the auditor to fix the financials in another year or so? CORE are not only experts in hoa accounting, but we also prepare hoa taxes and provided audit support. If you choose CORE’s GAAP financial, we guarantee that there will not be adjustments necessary from your auditor, or we will pay for your Audit!
Support:
We know sometimes that your Association may need a little help from the experts.
While most management companies will charge a premium for most support services, and will bill you for the entire year whether you used the support or not. We believe in providing services based on what the Association actually needs and uses. Do you only want support at the owners annual meeting, or do you want support for all board meetings? Does your Association need assistance mailing out meeting packets to all the members? Your association is in control of the amount of support that is needed.
How confident are we that you will love our process? So confident that we have the industry best guarantee, if our services don’t work for your association you can cancel our service at anytime, without prior notice or a termination fee. Check your current management contract, there is probably a lengthy termination notice and a pricey termination fee.