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Orchid Island Management Group, Vero Beach
RESIDENTIAL PROPERTY MANAGEMENT

  • Comprehensive Maintenance & Care Program

  • Routine Property Checks

  • Renovation Oversight

  • Bill Paying & Household Budgeting

  • Hurricane Readiness

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VIRTUAL BILL PAYING / BOOKKEEPING

  • Track Payables & Receivables

  • Process Invoices & Payments Accurately & On Time

  • Reconcile Bank Accounts & Process Bank Deposits

  • Create & Maintain Monthly Financial Reports
  • Preparation of Tax Related Information
  • Special Projects as Needed
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Accountant
Orchid Island Management Group, Vero Beach
TRUST ADMINISTRATION
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  • Cash Management

  • Financial Reporting

  • Oversee Management of Assets & Distributions

  • Bookkeeping & Bill Paying

SENIOR AFFAIRS PROGRAM

  • Assistance with Bill Paying

  • Property Management

  • Liaison for Wealth, Tax, Accounting & Estate Advisors

  • Coordination with Health Providers & Housekeeping
  • General Errands & Communication with Family
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Orchid Island Management Group, Vero Beach