ACCOUNTING & FINANCIAL PLANNING

Proper accounting provides the necessary tools to maintain and increase revenues for each property. Vertex strives to provide high quality accounting records that are prepared for audit / review after the end of each month.

Further, Vertex recognizes that whether large or small, a good income property deserves a targeted financial and management plan tailored to each owner’s specific investment objectives. This management plan will outline proposed rental increases, capital improvements, expenses, and other valuable financial information.

In order to provide the owner with proper accounting and budgeting targeted to the owner’s particular needs, Vertex will:

• Prepare an annual budget for the property.
• Submit to owner complete monthly detailed statements of all cash received and disbursed along with delinquencies and tenant profiles.
• Provide regular accounting statements and rent rolls to Owner and Lender as requested.
• Supervise and control payments of all funds received and disbursed.
• Provide on-going counseling for highest and best use of property.
• Submit timely payment of mortgages and taxes (if requested by Owner).
• Prepare comprehensive financial reports.
• Mail or wire transfer monthly owner’s draws.