Services to Properties

FINANCIAL SERVICES

  • Annual Budget Preparation
  • Timely Payment of Bills
  • Cash Application/Monthly Fee
  • Fully Integrated Monthly Financial Package
  • Balance Sheet / P&L
  • Budget vs. Actual Comparison
  • Bank Statement Reconciliation
  • Accounts Payable Aging Report
  • Monthly Cash Disbursement Journal
  • Delinquent Status Report – Aged by Homeowner
  • Annual Audit Coordination and Participation
FINANCIAL SERVICES

ADMINISTRATIVE SERVICES

  • Insurance Coverage Review
  • Owners Meeting
  • Meeting Agenda Preparation
  • Tenant File Documentation
  • Maintenance Request/Complaint Documentation and Follow-Up
  • Certificate of Insurance Tracking System
  • Monthly Written Management Report
ADMINISTRATIVE SERVICES

PROPERTY MANAGEMENT SERVICES

  • 24 Hour Emergency Service
  • Daily/Weekly Scheduled Inspections
  • Preparation of Bid Specifications
  • Solicitation of Contractor Bids and Comparative Cost Analysis
  • Negotiation/Supervision with Contractors
  • Preparation of Annual Plan Calendar Development of Maintenance Plan and Deferred Maintenance Schedule
PROPERTY MANAGEMENT SERVICES