A governance framework to ensure service quality
Our commitment to quality assurance processes and procedures is the platform upon which the accuracy and consistent quality of our property management accounts service is based. The firm’s property management processes have been certified to ISO 9001:2015 Quality Management Systems for many years, which is continually reviewed and regularly audited.
In addition, the firm’s accounting processes and controls are accredited to Audit and Assurance Facility 01/06 (AAF 01/06), which is consistent with the requirements of the International Standard on Audit Engagements (ISAE) 3401. These are audited annually.
Our processes for the handling of client monies are also regularly audited by, and are compliant with, the RICS and a copy of our RICS Client Money Certificate can be viewed here.
Senior Management oversight to deliver a consistently high quality of service
Led by Oliver Keeble, our Property Management Accounts department is managed by the Accounts Executive Group (AEG), which is made up of the seven Directors of Accounts.
The role of the AEG is to ensure the Accounts department keep up to date with current legislation, setting policies & procedures, ensuring consistency and quality of service across teams and overseeing the training and development of the accounting function. The AEG meet regularly to monitor the accounts team performance against internal controls.
Expertise in industry-leading Property Management systems
Our Property Management Accounts teams have experience in operating on a number of different property management systems.
We have dedicated teams with expertise in the use of Tramps, Horizon, Yardi and MRI as well extensive experience of migrating from one system to another and developing specific functionality and reports in those systems for specific clients. For example, we manage over 1,000 properties on Yardi for leading investors such as CBREIM, BlackRock and New River and a similar number on Horizon for clients including Columbia Threadneedle Investments and Federated Hermes.
