Our services

Clear administration. Strong financial control.

We provide an inclusive, all-in-one service for community schemes, combining administration, accounting, compliance, insurance and practical board support.

Professional accounting and management documents

Administration

We attend to board and member meetings by preparing agendas, accompanying documents and minutes, executing resolutions, maintaining records and administering insurance claim documentation.

  • Board meeting, AGM and SGM preparation
  • Minutes, resolutions and owner correspondence
  • Electronic and physical scheme archive support
  • Registered office and statutory administration assistance

Accounting process

We record and interpret business transactions with care throughout the financial year according to accepted standards and the SAIPA Code of Practice.

  • Levy billing according to the approved annual budget
  • Permanent bookkeeping and logical financial records
  • Monthly financial reports, statements and information for internal and external users
  • Performance interpretation for boards and owners
01

Budget

Draft annual estimates of income and expenditure, proposed monthly levies, cash-flow reviews, special levy calculations and AGM budget support.

02

Income and collections

Collection and receipt of levies, monthly owner statements, arrear follow-up and reasonable credit control up to legal action.

03

Expenditure management

Verification and payment of accounts, payroll administration, PAYE, UIF and WCA support where applicable.

04

Bank account management

Separate trust-account management for Bodies Corporate and Homeowners Associations, electronic payments and surplus fund investment.

05

Clearance certificates

Issuing clearance certificates to owners on behalf of boards once levies, monies due and legal requirements have been met.

06

Insurance

Insurance administration, claim documentation, claim follow-up and scheme-risk coordination for managed communities.

07

Reporting and control

Regular reporting, monthly financial information, compliance records and practical controls for boards.

08

Compliance

Support with statutory requirements, meeting procedures, owner rights and limitations under relevant scheme legislation.

09

Relationship management

Professional communication with boards, members, owners and suppliers to maintain trust and operational momentum.

Original service scope

Full management support, not isolated admin tasks.

The original Pro Property service model is broad: administration, accounting, budgeting, levy collection, expenditure control, bank account management, clearance certificates, insurance and reporting all sit in one coordinated management process.

Annual estimates of income and expenditure, proposed levies, special levy calculations and budget presentation at meetings.
Collection and receipt of levies, arrear follow-up, monthly statements and credit control up to legal handover when required.
Payment control for municipal accounts, suppliers, payroll, PAYE, UIF and WCA where applicable.
Bank account management for trust, reserve and operating funds, including investment of surplus funds where instructed.
Clearance certificates issued after outstanding levies, costs and legal requirements are confirmed.
Insurance claim administration, supporting documents, quotations, follow-up and claim communication.

Documents and records

Agendas, minutes, resolutions, registers, correspondence, financial records and insurance claim documents are kept organised and retrievable.

Reporting rhythm

Monthly financial reports and regular management feedback help boards act before small issues become difficult problems.

Board support

Trustees and directors receive practical assistance with meetings, decisions, supplier follow-up and owner communication.

Choose your scheme type

Specialist pathways for Body Corporates and HOAs.

Each scheme type has different governance, financial and communication needs. We keep those responsibilities clear.

Request a proposal

Ready for a more professional management experience?

Tell us about your scheme and we will guide you through the next step.