Audit

Services

Audit

Comprehensive audits tailored to meet specific compliance needs of property managers and landlords. We provide three levels to enhance operational efficiency – Essential, Comprehensive and Forensic. Within each the expert team at Inside the Box provide detailed insights and actionable recommendations.

Audit Services

Following a site visit, we will conduct a targeted management audit of the scheme, focusing on the critical compliance issues. 

Essential

  • Lease

  • Resources

  • Consultation

  • Service Charge

  • Safety

Comprehensive

The Essential Audit plus:

  • Items from forensic audit list

  • Items from forensic audit list

Forensic

The Essential and Comprehensive Audit plus:

  • Accounts

  • Insurance

  • Residents

  • Utility

  • Sustainability

On completion of the audit, we will collate findings to present back to managing agents and lessees, if relevant. This will include the opportunity for a Q&A.

Asset Management: Quarterly

Ongoing quarterly support is available on completion of the audit. This will include:

  • Setting an agenda and chairing a quarterly review

  • Engaging with the agent to prepare and produce a quarterly management report.

  • Monitoring financial reporting of expenditure, service charge issues and debt, KPI performance, management issues and all other relevant information.

  • Advising on content and presentation of the quarterly report and providing feedback about matters that may require further attention.

  • Completing a balanced KPI scorecard and undertaking a detailed quarterly review of the Agent's performance, measured against the agreed targets.

  • Providing recommended estate management best practice input and solutions.

  • Assisting in resolving outstanding management issues and actions identified at the quarterly management meetings.

Ensure compliance, efficiency, and trust in property management practices.