Property Management
Services Include
Financial Oversight
Budget drafting and financial statement preparation
Collections and accounts payable
Managed bank accounts and reporting
Annual reports and trustee filings
Operations & Maintenance
Vendor oversight for elevator, alarm, sprinkler, fire safety, utility, cleaning, and snow removal contracts
Oversight of repair work and emergency response
Drafting and enforcement of lease terms and condo regulations
Routine maintenance scheduling
Administrative Support
Owner vs. condo responsibility determinations
Key holding and access coordination
Coordination with trustees and condo boards
Setup of electronic payment systems for rent and fees
Additional Value
Rolodex of vetted contractors and service providers
Customizable levels of service for single-owner or multi-owner properties
Small Business Management
Services Include
Bookkeeping & Finances
Monthly bookkeeping and account reconciliation
Accounts payable and receivable tracking
Invoice preparation and payment follow-up
Budget tracking and cash flow organization
Financial reporting and year-end preparation
Business Operations
Day-to-day administrative support
Vendor and service provider coordination
Insurance policy tracking and renewal support
HR paperwork and employee record organization
Support with business systems, processes, and workflows
Tax & Compliance Coordination
Coordination with tax preparers and CPAs
Organization of financial documents for tax filing
Tracking deadlines for renewals, filings, and payments
Support with licenses, insurance forms, and business records
1099/vendor documentation support
Get In Touch
If you're interested in working with us, complete the form with a few details about your property or small business. We'll review your message and get back to you soon!