Operations

• • Routine property inspection reports
  • Vendor, contractors and project management
  • Maintenance schedule creation and execution
  • Onboarding
  • Housekeeping

Accounting & Financial Management 

• • Full- cycle bookkeeping: process accounts receivable and payable, client/vendor invoices, credit card receipts, capital reserve disbursements, monthly transfers, account reconciliations, and tax filings
  • Monthly financial reporting.
  • Financial guidance to support informed decision making, long-term reserve planning and investments.
  • Annual budget preparation, budget forecasting and reserve analysis.
  • Configure and set-up financial software and templates.

Customer Experience

• • Liaison and scheduling between clients, tenants/guests, developers, financial partners, insurance providers, real estate professionals, and legal counsel.
  • Correspondence to work orders, status updates, notices and billing.
  • Concierge services: errands, grocery stocking, catering arrangements, and activity itineraries.

Administration

• • Portal software management: dashboard, customer ledgers, records, leases and vendor information.
  • Property compliance: federal, state, and local laws, governing documents, leases, reserve study, and contracts.
  • Insurance: policies, risk assessments, mitigation strategies, and manage claims.
  • Client and community materials of calendars, board packets, proxies, ballots, notices, home inventory and maps.
  • Templates and forms: violations and delinquency letters, welcome packets, animal registration forms, proxies and ballots.
  • Registration, certification, applications and filings.