What this service covers
01
Monthly financial statements on Shiftsuite
02
Reserve fund tracking and contribution monitoring
03
Budget vs. actual reporting
04
Accounts payable and receivable management
05
Annual audit support and coordination
06
Reserve fund study coordination with your engineer
What your board receives
- Monthly statements you can read at a glance
- A reserve fund trend you can track over time
- Open items listed clearly each month
How it's reported to you
- A monthly report card: reserve fund trend, budget vs. actual, open items
- Year-end packages ready for your auditor
Put this to work for your building
FAQ
Common questions
Board reporting
What your monthly report card looks like
Sample report — illustrative figures
Reserve fund trend
J
F
M
A
M
J
Balance trending up month over month.
Budget vs. actual
- Budgeted
- $184,500
- Actual
- $178,200
- Variance
- +$6,300 under
Open items
- Boiler service quote
- Elevator inspection booked
- Reserve study update