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Pluto

Financial Management & Service Charges

Preparing budgets and financial reports, and following up on invoicing, collection of charges and expenses in line with approved procedures.

Financial Management & Service Charges

Clear transactions, accurate reporting

We support the financial management of owners associations by organising budget preparation, following up on service charges, income and expenses, and keeping financial documents and records in line with approved procedures.

The service includes, within the scope of the contract:

  • Preparing and following up on draft annual budgets
  • Issuing and following up on service-charge invoices
  • Following up on collections and documenting receipts
  • Tracking expenses, invoices and supporting documents
  • Coordinating payment procedures with authorised parties
  • Preparing financial reports and monitoring account balances
  • Organising files to support review and audit

All financial transactions are carried out in line with the association’s approved authorities, delegations and procedures.