Services We Offer

Services for Condominiums
Services for Commercial Properties

"A la Carte" - All of the services listed below can be broken down and priced separately to serve your property's particular needs.

Condominiums Services

1. Securing Service Contracts to Ensure the Proper Maintenance and Insurability of Your Investment
   • Landscaping
   • Snow Removal
   • Refuse Removal
   • Exterminating
   • Cleaning
   • Master Insurance Policies
      
2. Monthly Financial Reporting & Services
   • Balance Sheet
   • Budget Variance Report
   • Bank Statement Reconciliation
   • Bill Payment
   • Collection of Fees and Assessments
   • Customer Balance Summary
   • Process Delinquent Accounts
      
3. Serving as Liaison Between
   • Unit Owners & Board of Trustees
   • Vendors
   • Legal and Accounting Advisors
   • Insurance Agents & Mortgage Holders
      
4. Administrative Services
   • Preparation of 6d Certificates & Mortgage Questionnaires * (see note below)
   • Preparation of Certificates of Insurance
   • Maintain Unit Owner/Tenant Information
   • Preparation of All General Correspondence to Unit Owners
      
5. Annual Financial Reporting & Services
   • Budget Analysis and Preparation
   • Reserve Account Analysis
   • Capital Improvement Recommendations
   • Distribution of Condominium Fee Payment Booklets
   • Coordination of Annual Meeting of the Unit Owners
   • Preparation and Recording of the Certificate of Trustee Acceptance and Appointment
      
6. "Hands On"
   • Attendance at Trustee Meetings
   • Regular Site Visits
   • 24 Hour Emergency Service
      

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Commercial Services

1. Securing Service Contracts
   • Landscaping
   • Snow Removal
   • Refuse Removal
   • Exterminating
   • Cleaning
   • Master Insurance Policies
      
2. Monthly Financial Reporting & Services
   • Balance Sheet
   • Profit & Loss Report
   • Bank Statement Reconciliation
   • Bill Payment
   • Collection of Rent
   • Customer Balance Summary
   • Process Delinquent Accounts
      
3. Serving as Liaison Between
   • Tenants and Landlords
   • Vendors
   • Legal and Accounting Advisors
      
4. Administrative Services
   • Maintain Tenant Information
   • Preparation of All General Correspondence to Tenants
   • Placement of Qualified Tenants
   • Lease Negotiations (term, rent, etc.)
   • CAM Reconciliations and Projections
      
5. "Hands On"
   • Regular Site Visits
   • 24 Hour Emergency Service

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