COS provides its clients with all the services expected and required to support them in managing their community, following the guidelines as set out by industry legislation
FINANCIALS
Monthly you will receive financial reports, which will include but not limited to:
- Statement of Financial Position
- Balance Sheet – Showing: Due, To/From, Operating/Reserve
- Income/Expense Statements
- From Operating and Reserve Funds
- Bank Reconciliations
- Operating and Reserve Funds Accounts
- Arrears Reports
- General Ledger Listings for all expenses
Sample Financial Reports – 840Kb – PDF
REGULATORY FORMS AND BUSINESS TEMPLATES
- Status Certificate Request Form
- Pre-Authorization Payment Form
- Unit Owner Information
- Agreement to Receive Notices Electronically
- Proxy Form
- Audit Checklist
- Voting Ballot
- Templates for: Newsletter, Meeting Minutes, Meeting Agenda
ACCOUNTS RECEIVABLE
- Collect and Deposit to Corporations Operating Account,
- Monthly Fees by Cheque, PAP or EFT
- Track and Report Arrears
- Parking Fees
- Water Bill Calculation and Distribution to Owners
CHEQUE PREPARATION
- Board approves and codes all invoices
- COS prepares cheques and uploads for you to print, sign, and mail
