SAMPLE CLIENT PROFILES

Services: Property Maintenance & Care Program, Renovation Oversight
Location: Vero Beach, FL


Seasonal John’s Island +14,000 sq. ft. oceanfront home. Bi-weekly visits. Oversight of special projects including a dune crossover, generator installation and updates to outdoor lighting, plumbing, audiovisual and media equipment, landscaping, pool, appliances, outdoor kitchen and various windows and doors.  Vehicle maintenance including detailing and out of area specialty repairs. Auto transport. Hurricane prep on demand. Evaluation of expenses. Replacement of vendors resulting in monthly cost savings of approx. $2,000-$3,000 and overall enhanced property appearance.

Services: Commercial Property Management, Dues Collection, Bookkeeping, Bill Paying and Budgeting
Location: Ocean Drive, Vero Beach, FL


Oceanside multi-unit commercial condo complex. Manage the condo association, collect quarterly dues and oversee maintenance of the property. Bookkeeping, bill paying and prepare the year-end financials for tax reporting.

Services Provided Remotely: Cash Management, Bill Paying and Household Budgeting
Location: Miami Beach, FL, Chicago, IL, France


Prepare household budgets and pay all operating expenses for client with multiple residences. Cash management for personal finances and investments and household expenditures.  Liaison with accountants and wealth managers.

Services: Trust Administration, Cash Management, Financial Reporting, Bill Paying & Bookkeeping
Location: Toronto, Canada, Chapel Hill, NC, Cape Cod, MA

 

Day-to-day management of assets & distributions for Irrevocable Trust.  Communicate with wealth managers to review investment performance. Provide periodic financial reports of receipts and expenditures to trustees.  Prepare annual budgets. Cash management. Bill paying and liaison with local property managers and service providers.

Services: Property Management Maintenance & Care Program
Location: South Vero Oceanfront, Vero Beach, FL

Maintain all facets of a +27,000 sq. ft. 5-acre South Vero Estate which includes three residential properties 10–car garage and elaborate pool. Tri-weekly visits. Initial assessment and changes to vendors for optimum service, efficiency and cost effectiveness.

Services: Senior Affairs Program
Location: The Moorings, Vero Beach, FL

Widower in The Moorings with a +3,000 square foot single family home. Monthly family meetings with the client and out of area children. Weekly home, vehicle and ground checks. Home improvement oversight.  Hurricane prep on demand.

Services: Bill Paying & Bookkeeping, Streamlining Business Processes and Outsourced Business Services
Location: Vero Beach, FL


Restaurateur client with area restaurants, opted to outsource their personal and business bill paying to OIMG to reduce overhead and free up time to focus on business expansion. Advised new location, contract negotiations and personnel management. Provide strategic direction and streamline business processes and shop vendors to reduce costs that impact the bottom line.

Services: Property Management Maintenance & Care Program
Location: Boynton Beach, FL


Seasonal Boynton Beach homeowner with a +3,500 square foot home operates as a VRBO. OIMG visits the home after tenants check out to evaluate for damage and notify owner to release security deposit. Coordinate with service providers for any necessary repairs and maintenance. Hurricane prep on demand.

Services: Cash Management, Bill Paying & Bookkeeping and Household Budgeting
Location: New York, NY, Jupiter, FL, New Hampshire


Prepare household budgets and pay all operating expenses for client with multiple residences. Cash management for personal and household expenditures.  Liaison with accountants and wealth managers.

Services: Property Management Maintenance & Care Program, Renovation Oversight
Location: Orchid Island, Vero Beach, FL


Seasonal Orchid Island homeowner 3,800 + sq. ft. home. Weekly visits. Oversight of electrical updates, pool and landscaping. Hurricane protection implementation. Future renovation oversight.

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