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click here for Maintenance Request Form

Condominium Financial Services

  • Annual condominium budget preparation
  • Assessment collection services
  • Accounts receivable and payable processing
  • Comprehensive monthly financial reporting including:
    • Balance Sheet
    • Budget analysis
    • General ledger
    • Accounts payable and receivable summary
    • Reconciliation of accounts
    • Investment summary
  • Long range reserve analysis
  • Secure accessible web based accounting

Condo Community Administration

  • Maintenance of Condominium Association documents
  • Preparation of resale disclosure documentation
  • Condominium Community web site
  • Board and annual meeting preparation, attendance, and follow-up
  • Homeowner construction coordination
  • Rental oversight
  • Document interpretation and enforcement
  • Common area scheduling
  • New homeowner orientation and documentation

Condominium Property Operations

  • 24 hour on call dispatch and emergency service
  • Service contract specification, bidding, and selection recommendation
  • Supervision of vendor and contract services
  • Insurance procurement
  • Risk management and insurance claim administration
  • Documented property inspections
  • Creation and execution of master maintenance calendar
  • Documented life safety system inspections
  • Homeowner maintenance services
  • Facility staffing

Condominium Consulting and Developer Services

  • New project design review
  • Operational review of documents and operating budget
  • Reserve analysis
  • Infrastructure and amenity planning
  • Coordination of facility start-up and occupancy
  • Warranty administration
  • Punch list management
  • Staffing and training
  • Development of homeowner reference and emergency documentation

click here for Maintenance Request Form
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      2 East Mifflin Street   |   Madison, WI 53703   |   
Phone: (608) 250-5011   |   Fax: (608) 250-8679
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