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Financial Services
Monthly/Quarterly/Annual
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Preparation
of a fiscal year operating budget
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Collection of rents and other fees
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Provide invoices to Tenants for payment
of all receivables
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Provide follow-up contact to delinquent
tenants
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Pay all authorized vendor bills and other
payables
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Prepare current balance sheet
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Prepare income and expense statement
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Prepare comparative actual to budget
statement
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Provide check register (disbursement
journal
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Prepare year-end reconciliation
statements
Administrative Services
Monthly/Quarterly/Annual
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Prepare written management report for
quarterly financial review
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Handle tenant telephone and written
correspondence and requests
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Prepare and mail tenant notices
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Administer requests for
tenant modifications and
alterations
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Maintain tenant roster
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Maintain all tenant and property files
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Process and administer insurance claims
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Maintenance Services
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Obtain bids and execute all maintenance
contract
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Monitor performance of maintenance
contracts / services
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Administer capital replacement contracts
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Monthly audit and inspection of all
common area buildings and other property
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Process routine and emergency work orders
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Maintain 24-hour answering service for
emergencies
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Facilitate emergency/authorized access
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Review and update property inventory
(annually)
Leasing
Services
Construction
Management
Your eyes and ears on the project
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Develop preliminary budget
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Assist in reviewing bids and contractor
selection
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Conduct pre-construction meeting to
ensure all contractors and subcontractors fully
understand the project
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Monitor construction process and report
progress
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Manage change orders
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Coordinate completion of punch lists
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