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Yardi software implementation and training
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Instruction and assistance in the planning and preparation to implement Yardi software for the new user
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Assistance and conversion of existing databases for upgrading the current user
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Customized on-site training specific to personnel job duties
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Evaluation of current procedures to insure efficiency with all features of Yardi software
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Documentation of procedures for continued use in training and orientation
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Continued support to update procedures as operational and technological needs change
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Troubleshoot software and data issues to eliminate frustration and maintain efficiency
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Consultation to fee managers required to comply with state laws (specializing in Oregon and California requirements)
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Instruction and assistance in the maintenance and reconciliation of trust accounts as required by law
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Evaluate documents and filing systems to determine compliancy with recordkeeping requirements
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Inventory notifications and authorizations required by the state ensuring that they are on file and updated as needed
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Review existing procedure documentation for state compliancy
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Pre-audit preparation instruction and assistance upon notification of a state audit
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Laison and assistance to state auditor/investigator while on-site performing audit
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Evaluate and update procedures identified as deficient during state audit
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