Ardent EXCHANGE
Pricing Template
Premiere Residential Management Services
Abel Accountants
Full Service List
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Accounting Setup & Reporting
Establish Chart of Accounts
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Review and Import Current Budget
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Review and Import Owner Balances
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Accounting & Payable Management
Provide Digital AP Lockbox for Invoice Capturing
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Provide Online Billpay, ACH and VCC (Virtual Credit Card)
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Monthly Reconciliation of All Bank Accounts
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Document Management & Record Keeping
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Resident Billing & Receivable Management
Invoice All Owners for All Applicable Assessments and Special Assessments
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Receive, Log, and Deposit All Funds
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Apply Late Fees and Interest Charges Pursuant to Governing Documents
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Send Late Notices Pursuant to Governing Documents
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Pay Vendors On-Time Pursuant To Their Net Payments Terms
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Owner Resale & Transfer Services
Produce Closing Letters/Estoppel/Certifications
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Track Units Sold
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Update Owner Database with New Owner Information
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Resident Services & Resources
Online E-Check, Credit Card and ACH Payment Capabilities
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Maintain and Update Owner Database
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Call Center Services
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Board Tools & Resources
Online Board Access to Digital Invoice Copies
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Online Board Access to Financial Reports
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Provide Basic Training for New Board Members
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Code and Approve All Recurring Utilities and Budgeted Expenses
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Annual Budget Preparation
Produce Working Budget Documents for Board & Committee Use
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Budget Using Historical Trending Method
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Provide Budget Increase/Decrease Recommendations
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Annual Budget Preparation
Monthly Deliverable: Financial Report & Summary
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Monthly Deliverable: Budget Variance Breakdown & Explanation
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Annual Tax Preparation
1120-H & State Return Preparation & Filing
1099 & 1096 Preparation and Delivery
Delinquency Management
Payment Plan Setup & Monitoring
Demand Letter
Lien Warning
Utility Cut-Off Warning
Suspension of Member Rights
Warning of Lawsuit
Debt Collection Services
Credit Reporting
Lien Filing
Foreclosure Processing
Bankruptcy Processing
Legal Engagement
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