Portal

The unique online Portal allows client to securely access building specific documents, Bylaws, insurance documents, meeting minutes and more. Documents are searchable for ease-of-use, or perform an account inquiry.

  • Management Portal for your Property
  • Document Storage
  • Rules and Regulations Posted
  • By-Laws
  • Governing Documents
  • Insurance Documents
  • Meeting Minutes
  • Broadcast Messaging System
  • Calendar of Events
  • Complete Financial Transparency

Accounting

The accounting team is staffed with career CPA’s and bookkeepers with decades of experience in Condominium, Home Owner Association, Commercial, and Rental properties.  We scan every piece of paper, invoice, deposit, bank statement and make them all available via our portal

 

  • Accrual Based Accounting
  • All Monthly Reports are PDF searchable and placed on your portal
  • The bank reconciliation report includes a scan of every deposit, check and invoice
  • Budget vs. Actual
  • Income & Expenses
  • Delinquencies

Accounts Payable (Bill Payments)

Bills are paid in a timely manner.  Never again do you need to worry again if the bills were paid or not.

  • All invoices and checks are scanned and posted online
  • We send all vendor payments
  • Vendor Payments
  • Utility Bill Payments
  • Insurance Payments
  • Expense Reimbursements

Collections

E-mailed monthly statements & mailed monthly statements are utilized to cut down on delinquencies.  Late letters are sent as reminders to residents as reminders to pay.   Statements and Late letters are very effective means to ensure people remember to pay.  Then ultimately we work with our attorneys to collect against residents who are delinquent.

  • Statements are mailed directly to Residents
  • Mailings are easy to understand detailing every charge
  • Statements can be distributed via email

 

  • Statements can be viewed online
  • ACH Payments available

 

Incidentals

There are incidentals to our service.  While we offer financial management with full transparency on our portal there are costs to becoming your property office.  For example you would pay for all postage, and paper.  Below are a list of incidentals.

  • Delinquency letters
  • Newsletter mailings
  • Certified mailings
  • Financial preparations to work with auditors
  • Assist attorneys in dealing with collections
  • Hard copy document storage
  • Scanning documents
  • Condo Questionnaires
  • Closing packages
  • Property loan assistance
  • Virtual property management attendance for board or annul meetings

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