SAMPLE CLIENT PROFILES
Services: C0mmunity Association Management (CAM), Dues Collection, Bookkeeping, Bill Paying and Budgeting
Location: Vero Beach, FL
Commercial condo complex comprised of primarily medical. Oversee the maintenance of the property. Collect monthly assessments along with bookkeeping, bill paying, and preparation of financials. Oversight of major capital improvements including paving, painting and roof.
Services: Business Planning & Analysis, Financial Modeling, Consulting and Management of Private Equity Real Estate Fund
Location: Vero Beach, FL
Private equity investor has been engaged with several early startup ventures throughout their career. OIMG has provided business planning and analysis, negotiation, marketing and financial modeling for 15 years. Manage a private equity real estate fund consisting of commercial properties.
Services: Property Maintenance & Care Program and Renovation Oversight
Location: John's Island, Vero Beach, FL
Seasonal John’s Island +4,000 square foot courtyard home. Preparing for complete 2020 renovation. Weekly check of property, landscaping and pool. Hurricane prep on demand.
Services: Cash Management, Bill Paying and Household Budgeting
Location: Windsor, Vero Beach, FL & Nantucket
Windsor, Vero Beach community resident who maintains a home on Nantucket. OIMG prepares household budgets and manages the operating expenses for these properties including domestic payroll and personal expenses.
Services Provided Remotely: Property Management Maintenance & Care Program, Renovation Oversight, Bill Paying & Bookkeeping
Location: Seagrove, Vero Beach, FL
Seasonal 6,000+ sq. ft. oceanfront home. Bi-weekly home visits, vehicle and grounds upkeep. Orchestrated and oversaw extensive interior renovations including a kitchen, bathrooms and laundry room. Installation of hurricane protection, upgrades and improvements to all media equipment, pool, outdoor decking and landscaping renovations and a front door replacement. Hurricane prep on demand.
Services: Property Maintenance & Care Program and Renovation Oversight
Location: The Moorings, Vero Beach, FL
Seasonal Moorings oceanfront condo resident. Weekly checks. Oversaw new hurricane protection installation, interior paint and handled various household deliveries. Hurricane prep on demand.