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Financial Management

Financial Management is an extremely important part of the process.
About servis realty

financial management

As a property manager, Servis Realty Inc. concerns itself with not only operations of your property, but more importantly, the financial health of your investments.

Our finance department provides:

  • Customizable Monthly Financial Statements
  • Monthly/Quarterly building and financial analysis reports
  • Annual budgets with financial analysis of actual vs budgeted operating costs throughout the year
  • Rent rolls
  • Security Deposit Reports
  • Delinquency Reports
  • Manage and reconcile vendor invoices and payments
  • Cash Flow Forecasting
  • Prepare Year End working papers
  • Assistance with external accounting firms during audit, income taxes period, etc.
  • Collaborate with Financial Institutions for sustaining mortgage needs and requirements
  • Oversee project costs on behalf of owners and tenants

Success Stories

Joe Strasbourg

Joe Strasbourg

Today was one of many that Joanne and team at Service helped us out immensely with any day to day challenges we receive. As a tenant of Service Realty in the Bassani building we occasionally have a c Read Morehallenge which needs to be addressed such as plugged drain in the parking lot sewer or additional space required while we were under renovations. Their team is very accommodating, quick service and always happy to help. We appreciate the team at Servis and wanted to pass along our accolades to them!!

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Sammy J

Sammy J

JoAnne has been a lifesaver so many times. Emails are responded to right away; issues are dealt with; she is always kind, patient, and calm. Knowing I can turn to her calms me when things are going Read Morehaywire. I don't want to ever have to deal with a different company.

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Leah Marchon

Leah Marchon

I’ve been fortunate to work alongside the Servis team for many years. They demonstrate a high level of professionalism, expertise in their industry and the services they provide as well as having the Read More flexibility to customize their clients experience to their specific needs. I’m happy to recommend their services and could confidently say that they will exceed your expectations.

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TANYA ALLEN

TANYA ALLEN

Very helpful. Friendly. I miss them taking such good car of our warehouse. Hope when we move the end of October that the property manager is half as helpful as they were. Joanne is great!

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Andy Bibby

Andy Bibby

Proudline Fire protection has been working with Servis Realty Inc for over 10 years and we could not ask for a better customer. Geoff and his team are Professional, Great communicators, and overall gr Read Moreeat to work with. I would recommend their services to anyone. Keep up the great work. J Andrew Bibby GM Service division Proudline line Fire Protection Services Ltd.

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