Financial Services

Financial Services

The Financial Services that we undertake as a Managing Agent include day-to day bookkeeping, credit control, including liaising with Solicitors when debt is significant, supplier payments, service charge collection, bank account management including monthly reconciliations, regular MI reporting, year-end accounts preparation and liaising with external Accountants.

With access to our portal clients can see certain data when desired which includes performance against budget, cash and reserves held, year end Accounts, Service Charge Debtors and Creditors.  Individual Service Charge Statements are also available and the ability to pay online and via telephone are available to all our clients at any time.