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Maintenance
We offer in-house maintenance labor which is capable of addressing most day-to-day issues that might arise such as plumbing, electrical, carpentry and general handyman needs and can typically respond within a few hours or less if the need is urgent. In cases where more specialized labor is needed, SWPM will contract and supervise all Vendors necessary to maintain the asset such as landscape contractor, pool maintenance, cleaning service, gate system contractors and others.
Financial Services
We provide full service accounting, billing and financial document production on a monthly and year end basis.
Each month, either email or U.S. Mail statements/invoices are provided to each client outlining their ledger and current balance. Additionally, we will receive and account for rent payments, dues payments, and vendor payments and manage bank accounts (operations and reserve if applicable). At month end we will produce a Balance Sheet, Income Statement (P & L), Trial Balance, Delinquent Summary, and General Ledger Detail.
Yearly tax returns are filed on behalf of the association as well as other necessary State corporate filings.
We aid in placing liability/hazard/property insurance and will manage any claims that arise by serving as a liaison between claims adjusters and the Association Board of Directors. We will work with the Board to create an annual operating and Capital Reserve Budget.
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