Property Services

Tailored to your building

Financial & Treasury

  • Ensuring timely collection of common charges from unit owners

  • Paying vendors, contractors, and service or utility providers

  • Annual budget creation and forecasting

  • Planning and adjustments for new assessments or expenditure

  • Preserving and growing the building’s reserve funds

  • Expense management for situational building needs

  • Monitoring and reporting the building’s financial health

  • Bookkeeping and maintaining a categorized record of cash flows

  • State & federal tax preparation, or coordination with accountants

  • Completion of bank applications and paperwork for financing

  • Organization and filings related to tax abatements or tax certiorari

  • Providing financial information needed to support unit sales

Compliance

  • Annual city filings: property registration, bedbugs, tax abatements

  • Regular required inspections: boilers, gas lines, parapets

  • Preparing or ensuring state and federal tax filings

  • Notification of new or upcoming local laws

  • Safekeeping and filing of required documentation

  • Communication with city agencies: DOF, DOB, HPD, OATH

  • Management of DOB, LPC, etc. filings related to building work

  • Assistance in resolving building violations

  • Ensuring adequate insurance, assistance around claims

Administrative

  • Centralized digital organization, recordkeeping, communication

  • Organization of online building accounts and security

  • Board meeting updates: financial presentations, agendas, minutes

  • Coordination and communication with contractors and vendors

  • Updates on issues affecting the building

  • Organization of building documentation

  • Remain a neutral third party serving the building’s interests