Accounting and Financial Reporting
- Best in class accounting and financial reporting to support investors and operations.
- Detailed and accurate reporting packages delivered promptly on or before the 15th of every month.
- Automatic electronic data uploads provided upon request.
- Weekly occupancy and marketing reporting.
- Third party accredited appraisals and external audits done annually for each asset as needed (our investors currently all require third party external audits and appraisals each year and we manage the complete process on their behalf).
- Our internal controls, systems and procedures have been internally audited by a major accounting firm each year for the past 6 years, as a requirement of one of our capital partners; we passed all requirements each year and made improvement to our controls as needs changed or business evolved
- Assistance with debt lenders, auditors, regulators, and other services.
- Complete and detailed operations and capital budgets produced a minimum 30 days prior to year end.
- Detailed proforma financial modeling on request or as needs change.
- Experienced in operations, development and acquisitions in both US and Canada.
- Solid foundational systems, programs and procedures, monitoring tools and operating structure.
- Proficient in complicated, high acuity care and dementia care in private pay properties.
- Detailed IL/AL/ALZ operating programs that can be implemented at any location to increase revenues and occupancy.
- Proprietary staffing model ensures resident’s needs are met and costs are tightly controlled.
- Accurate and timely financial data available to property teams giving them the ability to make good financial decisions, adhere to budgets and maximize Net Operating Income
- Management that is passionate about delivering compassionate dignified care and services.
- Experience in Canada and numerous US states with regards to labor issues and industry standards.
Sales and Marketing Support
- Individual properties are positioned, branded and financially modelled to maximize return on investment.
- Marketing collateral (including location specific websites) customized by property.
- Detailed weekly reporting of sales and marketing metrics.
- Access to proprietary Symphony MRS marketing system and CMS.
- Graphic design services to support marketing programs.
- Monthly sales meetings, training and coaching with on-site teams.