• Assistance in preparing annual operating and capital budgets and tracking performance against budget in monthly financial reports.
• Collection and deposit of condominium fees, rental fees, or special assessments.
• Payment of operating expenses for utilities, cleaning, maintenance and other routine items.
• Payment of capital expenditures for replacements, additions and major repairs.
• Managing and reconciling bank and investment accounts for operating funds and reserves.

Administration

• Assistance in obtaining insurance and renewals.
• Preparing 6(d) certificates and other documentation in connection with the sale and refinancing of condominium units.
• Attendance at the unit owners’ annual meeting and any trustee meetings at which attendance might be helpful.