No03HOA Management · Sarasota, Manatee & Charlotte

HOA management for boards who want fewer landscape complaints


We manage homeowners associations from 40 lots to 600: gated single-family, master-planned, and zero-lot-line communities, across the I-75 corridor. Operationally tight, statutorily current, and run by people who answer the phone.

HOA management ≠ condo management

Different statute, different operations different management product.

Florida treats HOAs and condominiums under separate chapters of statute for good reason; the operational job is genuinely different. A board that hires a firm fluent in condos but lukewarm on HOAs ends up with a manager who under-services landscape, under-enforces deed restrictions, and over-engineers reserves they don't need.

No.01

FS 720, not FS 718.

HOA governance, voting thresholds, recall procedures, fining frameworks, and recordkeeping all live under Chapter 720. The 2024 amendments changed disclosure requirements, board-member education, and architectural review timelines. Your manager should be able to recite these without looking them up.

No.02

Landscape is the product.

In a condominium the building is the asset; in an HOA the curb-appeal of every common area, every entry feature, and every shared amenity is the asset. Vendor management, irrigation audits, mulch cycles, palm trimming schedules: operationally this is what owners notice and what realtors price.

No.03

Architectural review enforcement.

ARC volume in a 200-lot community can run 40 – 80 applications a year. Roof colors, fence placement, paint chips, lanai screens. Slow, inconsistent, or politically uneven enforcement is the #1 reason boards fire their management firm. We have a documented response SLA and we hit it.

What's included

HOA management by department.


Every Keys-Caldwell HOA is run through the same four-chamber model used on the condo side, adapted for the operational realities of homeowners associations. Meetings, money, common-area maintenance, and member service.

No.01

Community management

Your dedicated association manager runs the operating cadence: meetings, owner relations, vendors, ARC.

  • Attendance at all board, annual, and special meetings
  • Architectural Review Committee process & response SLAs
  • Deed-restriction enforcement with documented evidence
  • Vendor sourcing, RFPs, contract negotiation & oversight
  • Annual budget development presented to the board
No.02

Accounting · accounting platform

CPA-supervised accounting on a nationally-scaled platform used by community associations, with daily reconciliation and stoplight risk grading.

  • Monthly financial packets, board-ready, not raw exports
  • Daily bank reconciliation with variance flags
  • Assessment collections, lien filings, attorney coordination
  • Annual audit prep & 1099 / tax-form coordination
  • Ande Duda CPA review on every association every month
Inside the accounting methodology
No.03

Property services

Common-area operations: landscape, irrigation, entry features, amenity buildings, lakes, and roads.

  • Documented monthly property walks with photographs
  • Landscape vendor scope, KPIs & quarterly performance review
  • Irrigation audits, well-system maintenance, pump-house service
  • Pond / lake management & littoral shelf compliance
  • Reserve study coordination via our reserve-study continuum
No.04

Client services

Owners reach a real person. Boards hear about issues before they escalate, not after.

  • Vantaca owner portal: payments, ARC, requests, documents
  • After-hours emergency line answered by a person
  • ARC application processing with documented response SLAs
  • Annual meeting notices, ballots, election & quorum support
  • Onboarding for new owners with welcome package & rules
Capital projects we run

The infrastructure work an HOA actually accumulates.


HOA capital tends to be less dramatic than condominium capital, until it isn't. Roads and stormwater are the items that quietly age past their reserve assumption. We surface that risk early and run the bid when it's time.

No.01

Asphalt & roads

Full mill-and-overlays, crack seal, striping. Pavement condition surveys on a documented cycle.

No.02

Stormwater & ponds

Pond bank repair, weir replacement, littoral planting, county compliance reporting.

No.03

Entry features

Monument signage, gates, gatehouses, perimeter walls. The first thing prospective buyers see.

No.04

Amenity buildings

Clubhouses, pool decks, fitness rooms. Roof, HVAC, finish-level capital cycles.

No.05

Pool & water features

Resurfacing, code compliance, deck rebuilds, equipment-room overhauls.

No.06

Landscape capital

Mulch transitions, irrigation system replacement, palm replacement, tree canopy planning.

No.07

Perimeter walls

Stucco, paint, structural repair on community walls. Often deferred, and expensive when it isn't.

No.08

Lighting & low-voltage

Street lights, decorative fixtures, gate controls, security camera infrastructure.

Reserve studies, calibrated for HOAs

HOA reserves are easier to under-fund, and easier to fix early.

Unlike SB-4D's mandatory SIRS for condominiums, HOA reserve funding is governed by board policy and member vote. That means it's easier to defer, and the consequences arrive a decade later as an avoidable special assessment. Our reserve-study continuum gives boards a defensible, engineer-grade plan they can actually fund.

  • 30-year capital forecast modeled against current reserve balance
  • Component inventory with engineer-led inspection
  • Annual reserve allocation calculated to fully fund the schedule
  • Voting-package preparation if reserves require member approval
  • Subscription option: continuous updates as conditions change
Three eras · One address

Keys-Caldwell has been in Venice since 1978, through three ownership eras, the same plain-spoken culture, and now national-level expertise behind every association manager.

1978
Founding era

Annette Caldwell opens Keys-Caldwell on Indian Hills Boulevard in Venice, a locally owned firm built on plain talk and reliable follow-through.

Era II
Kraut era

Jim Kraut takes the helm and leads Keys-Caldwell into a fully-licensed, multi-discipline operation. The firm becomes one of the region's most recognized association management firms, with contracts measured in decades, not years.

2024
Bradley era

James Bradley acquires the firm. Lauren Wilson leads operations. The relationship-driven culture stays, paired with modern systems, CPA-level accounting, and national capital-project expertise.

Frequently asked

Questions HOA boards usually ask before switching firms.

These come up almost every initial board call. If yours isn't here, send a note; we'd rather answer the real question than the obvious one.

Every Keys-Caldwell contract is priced on a custom man-hour estimate, not a tier. We don't have "silver / gold / platinum" packages; we have your scope, your meeting cadence, your reporting needs, your ARC volume.

Boards co-build the scope with us during the proposal phase. Anything outside that scope (large special projects, individual collection actions, mass mailings) is billed transparently at a documented rate. No buffet, no surprise add-ons.

Architectural review applications get a documented response SLA - typically ten business days for standard requests, with a tracked queue boards can audit at any time. We apply guidelines consistently across owners, document the evidence, and escalate denials with the documentation an attorney would expect to see if a homeowner contests. Politically uneven enforcement is what gets boards sued; we don't run it that way.

Your manager walks the property monthly with the landscape vendor, takes photographs, and brings a written scorecard to the board meeting. Quarterly we run a structured vendor performance review with the board. Irrigation audits run twice a year. If a vendor is under-performing, the board sees the evidence in time to act, not nine months in.

Every association has a single named manager who attends every meeting, runs the property walks, and is the board's first call. They are backed by accounting, property services, and client services teams, but the relationship is with one person. That person doesn't change unless they leave the firm.

Most HOAs transition in 60 – 90 days. Phase one is records transfer and accounting setup (typically 30 days). Phase two is operational handover: vendor introductions, ARC backlog triage, board-policy alignment. Phase three is the first full management cycle, where boards usually feel the difference within the first two property walks.

Of course. We'll provide three references: one similar in lot count, one similar in age and capital horizon, and one we'd consider a hard case. Boards should hear how a firm performs when things are difficult, not just when they're easy.

Request a proposal

Send us a few details. We'll do the homework.

Tell us about your community: lot count, current capital horizon, ARC volume, and what's prompting the search. We'll come back within five business days with a tailored scope and three references from comparable HOAs.

  • We'll review your governing documents and most recent reserve study.
  • We'll prepare a custom man-hour scope, no buffet pricing.
  • You'll get a 30-minute consultative call, regardless of whether you hire us.

By submitting, you agree to be contacted about your association management needs. We do not share your information.

Considering a change?

Send us your governing documents and your current vendor list. We'll respond with a tailored proposal, typically within five business days.

We'll review your scope, your reserve position, your ARC backlog, and your vendor relationships. The call is consultative, not a pitch. Boards leave with a clearer picture of what they should expect from their management firm, whether that's us or someone else.

Request a proposal Meet the team
Or call directly
(941) 408-8293
Mon – Fri · 8:30am – 5:00pm ET