Commercial property financial management

Commercial property financial clarity for better board decisions

Our commercial property financial services provide transparency, accuracy, and consistency so boards can plan responsibly and act with confidence.

Services include:

• Access to investment options with competitive rates and streamlined processing
• Accurate invoicing and timely application of assessments and payments
• Coordination of vendor payments
• Management of collections and delinquency processes in partnership with legal counsel
• Maintenance of operating and reserve accounts in the association’s name
• Quarterly and annual financial reporting, including balance sheets, profit and loss statements, general ledgers, and variance reports
• Preparation of operating and reserve budgets for board review
• Coordination of tax return preparation with the association’s CPA
• Processing of property tax payments as required
• Ongoing coordination with legal and financial counsel as needed