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We handle the payment of monthly invoices, financial reports and manage levies.
As part of our service, we can prepare annual financial statements, annual budgets, arrange and take minutes of your annual general meeting.
We can be as involved as you want us to be, we tailor our services to your needs and requirements
We can attend your board meetings, help faciliate the decisions of the committee. We ensure meeting minutes and resolutions are properly recorded.
We assist with the respective legal frameworks of leases, licences to occupy and unit titles including settlement position and disclosures. We form the liaison between the board, the vendor and purchaser to ensure the transaction is carried out smoothly.
The Unit Titles Act 2010 and Constitutions of owner occupier apartments (operated through companies) are complex and sometimes confusing. Complying with their requirements can take considerable time and effort. We help the committee and board to meet their legal and financial obligations.
We provide administrative support, secretarial and bookkeeping services, record-keeping and advice – all based on our long experience working with body corporates and company share apartments.
We use Xero to record and organise all the financial transactions so you get the best value from your financial records. This also aids in our transparency, where you have full access to finanical information when you want it.
We prepare your annual budget and present it at your annual general meeting. We also handle your cashflow reporting, ensuring that you know the state of your cashflow, upcoming expenses and plan for long term maintence costs, including its funding model.
We are accountants that want to talk to you and who are interested in your success.