Financial Procedures
CFO procedures, reconciliation, and accounting SOPs
4 articles
Monthly Close and Owner Disbursement SOPStep-by-step procedure for the monthly financial close and owner disbursement cycle at PPM.
Year-End Financial Procedures and 1099 PreparationYear-end checklist for 1099 preparation, vendor and owner reporting, and annual Buildium reconciliation.
Posting Vendor Bills and Maintenance Charges SOPStep-by-step SOP for posting vendor invoices as bills in Buildium — GL accounts, work order linking, and payment processing.
Delinquency Collection SOPPPM's step-by-step process for collecting overdue rent — detection, outreach, payment plans, and escalation to legal action.