Services - Financial

Accurate and timely financial reporting are essential for efficient property operation.

Wilson-Blanchard’s financial department is staffed with skilled professional administrators, supported by the leading industry-related computer software and experienced leadership. Paula Davis, B.Comm, and Jeff Lack, BAcc, CGA are directly responsible for the supervision of the accounting staff.

WB has the resources, experience and integrity to provide financial reporting that you can be confident in.

Financial Statements
Wilson-Blanchard commits to having your un-audited monthly financial statements completed and ready for delivery by the 10th business day of each month, WB offers advanced financial tools such as Payment Automation through the Royal Bank of Canada, WB has negotiated free pre-authorized chequing through the Royal Bank of Canada to all of our condominium clients,

Unit Tracking
Wilson-Blanchard’s software has the capability of tracking all expenses on a unit or project basis, The record keeping facilities of our software support the Corporations requirements for record keeping under the Condominium Act

Financial Services
Wilson-Blanchard has negotiated a unique package providing security and higher interest rates for reserve and surplus funds.

Payroll
Wilson-Blanchard uses an automated payroll system to ensure that employee records are accurately maintained, WB uses direct deposit for payroll to provide full confidence in the integrity of the finances of your corporation.

Summary of Financial Responsibilities
Wilson-Blanchard is committed to provide the following services in an efficient and transparent manner: Review and provide accurate monthly financial statements Record and deposit all maintenance fees Record and report NSF charges Manage collections and enforcement of all owner accounts Prepare and send arrears notices Prepare annual budget for approval Process all supplier invoices for payment, issue cheques and obtain required signatures Arrange for annual audit and provide all supporting data and reports Manage the investment of the reserve funds Manage the bank operating account Issue status certificates within specified time

Summary of Financial Responsibilities

Wilson-Blanchard is committed to provide the following services in an efficient and transparent manner:

Review and provide accurate monthly financial statements
Record and deposit all maintenance fees
Record and report NSF charges
Manage collections and enforcement of all owner accounts
Prepare and send arrears notices
Prepare annual budget for approval
Process all supplier invoices for payment, issue cheques and obtain required signatures
Arrange for annual audit and provide all supporting data and reports
Manage the investment of the reserve funds
Manage the bank operating account
Issue status certificates within specified time