Under the direct supervision of the TPG in house CPA, Brian Potter:

Brian is a Connecticut and New York licensed CPA. He is a member of the American Institute of Certified Public Accountants and the Connecticut Society of CPA's and New York State Society of CPAs. A graduate of Iona College, Brian brings over twenty years of experience in the real estate and financial industries to TPG.

TPG’s services include the monthly preparation, editing and analysis of financial statements.

• Perform maintenance and analysis of the general ledger and financial reports layouts to produce accurate and useful reports.
• Responsible for all aspects of condominium's financial records and statements.
• Sending of monthly invoices or coupons and collection of funds.
• Assistance with statutory liens and filing of lawsuits.
• Maintenance of an orderly records and accounts bookkeeping system which is always available for inspection.
• Preparation of and monitoring of annual operating and capital budgets.
• Coordinate with a property’s outside CPA to ensure timely scheduling and preparation of tax returns.

Property Management Financial Software

TPG is proud to be one of the first management companies in the local area to invest in the Village Management Software System (VMS) for our financial reporting.TPG considers VMS to be the most user friendly, customer service based financial programs currently being offered for the property management industry.

Benefits of this software include:

• Automated common charge deposits to an Association’s account lockbox to expedite funds availability
• Automatic common charge withdrawal from owner's bank account
• Ability to pay common charges via credit card
• Community Bulletin Board (lists minutes, important seasonal information, etc.)
• Board members access to live online financials with the ability to approve bills, review monthly financials and view daily financial data.