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end of month tasks

Financial Reconciliation

Review and reconcile bank statements with accounting records.

Verify all transactions for accuracy and completeness.

Prepare and review financial statements (Profit & Loss, Balance Sheet).

Ensure all invoices are issued and recorded.

Follow up on outstanding payments and client accounts.

Property Management Review

Conduct a review of all lease agreements and renewals.

Ensure all rent payments have been collected and processed.

Review maintenance requests and ensure timely follow-up.

Update occupancy rates and vacancy reports.

Prepare property performance reports for stakeholders.

Sales and Marketing Assessment

Analyze sales performance and track leads generated.

Review marketing campaigns and their effectiveness.

Update property listings and ensure all information is current.

Plan upcoming marketing initiatives based on performance analysis.

Evaluate social media and online presence metrics.

Compliance and Documentation

Ensure all real estate licenses are up-to-date.

Review compliance with local, state, and federal regulations.

Organize and file all transaction documentation for easy access.

Update any necessary disclosures and compliance forms.

Review and update policies and procedures as needed.

Team and Human Resources Management

Review team performance and set goals for the next month.

Conduct one-on-one meetings with team members for feedback.

Process payroll and ensure all hours are accurately recorded.

Assess training needs and plan upcoming training sessions.

Update employee records and ensure compliance with labor laws.

Client and Stakeholder Communication

Prepare and send monthly updates to clients and stakeholders.

Schedule follow-up calls or meetings with key clients.

Gather feedback from clients on services provided.

Update client databases with any changes in contact information.

Review and prepare for any upcoming client events or meetings.

Technology and System Updates

Check for software updates and perform necessary upgrades.

Backup all critical data and ensure security measures are in place.

Review system performance and address any issues.

Train staff on any new technology or software features.

Evaluate the need for any new tools or resources for efficiency.

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