A few of our services include but are not limited to the following:

Financial Reporting

  • Preparation of annual budgets
  • Preparation of annual audits/notice to reader
  • Review and approve monthly invoices
  • Review of financial statements
  • Oversee separate accounts for the operating, reserve fund and any investment accounts for each corporation
  • Maintain financial records
  • Pre-authorized payment plan available for your condo fees
  • AR collections

Administration Functions

  • Attendance at Board meetings and the annual general meeting
  • 24 hour emergency on-call services
  • Corporation document management
  • Distribution of notices, email communication and documents
  • Handle concerns and questions in a diplomatic manner
  • Frequent board updates and progress reports
  • Online forms and documents available for each condominium

Communication

  • E-mail communication to boards and owners
  • Social media communication – LinkedIn, Twitter, Facebook, Google and Pintster Blogs and website

Education

  • Review board, owner and management responsibilities
  • Self-management consulting
  • Condominium document review
  • Review and education on the Condominium Property Act
  • Review and education on the importance of having up to date Condominium bylaws
  • Education on confidentiality and the privacy policy
  • Goal setting

Insurance & Capital Reserves

  • Ensure yearly insurance and appraisal requirements are met as mandated by your bylaws and the Condominium Property Act
  • Maintain copies of insurance policies and certificates
  • Maintain copies of your reserve fund study and plan
  • Guidance and direction on Capital reserve fund expenditures

Condominium Maintenance

  • Arrange for the day-to day operational contracts as approved by the board of directors
  • Conduct site visits and inspections of the common property
  • Schedule preventative and annual maintenance contracts
  • Oversee contractors and contracts
  • Obtain competitive quotes for regular and routine maintenance of the common property