Financial Management Services
Stevenson Williams Management Company is committed to provide our clients with high quality, cost effective management services. We hold firm to the belief that the most important function a management company performs is to economically enhance the value of each owner’s property investment. The financial success and vitality of our clients is our number one priority in order to meet our ultimate objective. Listed below is the wide variety of financial services that we are capable of, but not limited to, providing our clients:
- Monthly bank account reconciliation and balancing.
- Monthly owner assessment collection and delinquency reporting/collection.
- Monthly balance sheet and income and expense statement preparation.
- Monthly A/P and A/R.
- Annual budget preparation.
- Assist in preparation of association’s annual audit and tax returns.
- Payroll Reporting.
Stevenson Williams Insurance Agency, Inc., as independent agents for various insurers, offers a wide range of insurance projects and services. This enables us to objectively obtain the best coverage to meet our client’s requirements. We are committed to provide our clients with the best solutions for their insurance needs:
Business Insurance: Fire/Property, General Liability, Inland Marine, Auto, Workers’ Compensation, Bonds, Wharfinger’s Liability, Condominium Associations, Umbrella, Short-Line Railroad Liability
Personal Insurance: Homeowners, Auto, Umbrella, Tenant’s, Condominium Owner’s
Professional Liability: Doctors, Dentist, Lawyers, Accountants, Hospitals, Nursing Homes
Employee Benefits: Group life/disability/long term care plans, Group plans through Blue Cross, Blue Shield and private carriers
We’d love to tell you our story and answer any questions about life in our community.