Choose from three straightforward Service Charge packages:
1. Expenditure Certification
Our most popular option: we issue an overall Property Expenditure Certificate.
It includes:
a full review of expenditure incurred in the Service Charge year
checking every invoice has been properly allocated
advice on miscoding journals
accruals for missing expenditure periods
preparation of variance-to-budget information.
See Expenditure Certification fees
2. Expenditure & Tenant Certification
Everything offered above PLUS an individual tenant year-end pack. We can issue this to the landlord’s representative, along with a balance demand.
Package 2 also includes full reviews of:
your tenants’ charges, to make sure they’re correct on each certificate
your tenants’ leases, making sure all service charge provisions are kept to
Service Charge cap provisions in the leases, including RPI calculations.
See Expenditure & Tenant Certification fees
3. End-to-end Service Charge Accounts
The ‘gold level’ service. We will look after the entire process — from helping to agree the Service Charge budget through to year-end reconciliation. This includes:
budget preparation
calculating the on-account demands
year-end reviews (as with packages 1 and 2)
full cash reconciliations
preparing year-end packs for your tenants.
And if you set up remote access to your system, we can even post all the journals or year-end accruals and raise tenants’ balancing charges.
See End-to-end Service Charge Accounts fees