+1 (780) 408-3082 15533 Stony Plain Road Edmonton, Alberta T5P 3Z1

Comprehensive Financial Management Services by Helm Property Management

At Helm Property Management & Realty Ltd., we understand that finances are no laughing matter. Our skilled professionals are dedicated to keeping your property’s finances balanced and transparent, ensuring that you have full confidence in your financial management.

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Our Finance Services

Our finance services are designed to provide you with a complete and accurate financial overview of your property. We handle everything from budgeting to rent collection with precision and accountability. Here’s how we manage your finances:

Occupancy Cost Preparation

We prepare detailed occupancy costs for current tenants annually and create a budget for the upcoming year, ensuring your financial planning is robust and forward-looking.

Accurate Financial Reporting

We deliver accurate, accrual-based financial statements on a monthly and year-to-date basis, ensuring these are submitted to the owner no later than the 15th day of the following month. This timely reporting keeps you informed of your property’s financial status.

Purchasing Agent Services

Acting as your purchasing agent, we adhere to your spending policies and ensure that all purchases are made efficiently and cost-effectively.

Financial Record Maintenance & Disbursements

We manage all financial records meticulously, prepare checks, and ensure timely disbursement of funds for accounts payable. Our attention to detail ensures your accounts are always up to date.

Tenant Liaison & Documentation

We handle all necessary documentation and communications with tenants, ensuring that all financial matters are managed smoothly and professionally.

Rent Collection

We collect rent on a monthly basis, ensuring consistent cash flow and addressing any issues that may arise.

Tenancy Updates

We provide ongoing updates regarding any changes in tenancy, helping you stay informed and prepared.

Lease & Occupancy Cost Records

We maintain detailed records for leases and occupancy costs, ensuring everything is organized and easily accessible.

Trust Account Management

We set up a separate trust account for each owner, providing an additional layer of security and transparency for your property’s finances.

Insurance Appraisals

We arrange for insurance appraisals at least every two years, ensuring that the full replacement cost of your building is accurately maintained.