Reporting
- Summary of Monthly Financials
- Balance Sheet
- P&L
- Aging
- Deposits
- Checks
- Reserve Management
Activities
- Dues Management
- Invoice Management
- Banking Activities
- Capital Management
- Reserve Tracking
- Collections and legal
- Actions
- Correspondence
- Financials
- Covenant violations & fines
|
- Budget development & Coordination
- Monthly remit Booklets
- Annual or Semi-annual invoices
- Arrange & coordinate an independent Financial audit
- Coordinate Yearly tax filings
- Reserve allocations & management
|
- Banking & investments change-over
- Update signature cards
- Vendors review & change-over
- Utilities change-over
- Establish database of residents
- Setup financial systems
- Covenants review
|