At CBCS, all finance-related matters are overseen by our in-house chartered accountant, Ben Duflou, who is one of our directors. This ensures accuracy and compliance. We provide the committee with advice on expenses, budgets, and annual levy calculations, ensuring that the committee is fully informed and confident in their decisions.

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Our financial services cover:

• Management of banking access and mandate, with the Body Corporate to maintain its own individual bank account
• Preparation of annual financial report for Annual General Meeting, including preparation of financial statements within two months of financial year-end
• Preparation of annual budget and annual levy calculation, including presentation to the Chairperson within four weeks of financial year-end
• Monthly/quarterly/annual invoicing of levies, as preferred
• Debtor management of outstanding levies, including undertaking further action if required
• Payment of all service provider invoices in accordance with agreed terms
• Preparation of GST returns (if required)
• Treasury management around long-term maintenance funds
• Preparation of annual income tax return
• General accounting advice to chairperson / committee
• Complete transparency
• Creation and maintenance of Xero accounting software subscription, which allows the committee to view their cash position anytime, anywhere, including on mobile phones - click on the below button for an example of the dashboard of this user-friendly system.

We have a team of highly qualified, cost-effective, and efficient tradespeople that we utilise for providing key maintenance services. These include the provision of cleaning services, yard maintenance, building maintenance (such as plumbing and electrical), window cleaning, and building warranty of fitness checks (we manage the paperwork).

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• Our facilities managements services cover:
• Management of service delivery contracts by contractors and service providers, including ensuring compliance with Health and Safety at Work Act 2015 requirements
• Monitoring of service delivery performance (cleaners, gardeners, etc)
• Quarterly property reports, including reporting on contractor performance
• Management of annual building warrant of fitness process
• Management of insurance claims submission
• Building and grounds walk around
• Security system administration
• Responding to body corporate representatives to undertake remedial work as required
• Accessibility to the 24/7 CBCS phone line

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For projects that fall outside the scope of the above and are expected to take more than two hours, an estimate of costs would be provided before any project management work was undertaken, to ensure the Body Corporate is able to manage the associated costs.

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For body corporates looking to transfer over to our management, if there are already service agreements in place for key services, we will happily work with those existing providers, all the while assessing their performance and costs to identify if they are operating at a level that is best for the Body Corporate. If there is room for improvement, we will inform the Body Corporate Committee accordingly, along with a recommended approach for delivering a higher quality service

CBCS prides itself on excellent communication with Body Corporate committees and all unit owners and tenants.​Our preferred approach in communicating with unit owners is through email, which facilitates a quick and easy transfer of information to owners or contractors if key issues need to be communicated. However, we will also pick up the phone for urgent matters, or when unable to get a response via email.

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We have a dedicated secure portal for each Body Corporate under our management. The secure portal contains information on areas such as the building's history, contact information, building guides, hand books and operating rules. We also upload all AGM meeting minutes, financial accounts, budgets and other files needed for record keeping. This ensures that all unit owners have access to the body corporate files without having to rely on their own record keeping systems, or worry they have missed anything, as it's accessible anytime.

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The owner’s database is updated immediately upon receipt of change in contact details. As we generally prepare disclosure statements for owners selling their unit, we collect contact information for new owners through this process. Any owner contact detail changes where the owner has forgotten to advise us, will generally be identified through the body corporate levies process.

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For urgent facilities maintenance matters, we have a 24/7 CBCS phone line, so that issues are resolved as quickly as possible. Click the below button for an example of the dashboard of a particular body corporate secure portal, which is what users see when they log in, which highlights how some of the information is displayed how easy it is to find what you need.