MCGRATH MANAGEMENT SERVICES, INC.
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TRANSITION PROCESS


A transition to Hudson Valley is neither difficult nor time consuming. 
  • Unit owner's names and addresses (N&A) are entered into our YARDI financial accounting system. http://www.yardi.com/
  • All financial data including fund balances and account trial balances are entered into our in-house database
  • Billing reports and statements are generated and reviewed for accuracy.
  • We review books, records, contracts and existing operating procedures as a basis for managing your operation.
  • Banking and other financial documents are all prepared for a smooth financial cut over.
  • Monthly common charge billing begins.
  • Entire process takes 2 weeks.
  Question - Does the Board need to be involved during the transition process?
  • Answer -  We take full responsibility for managing the transition process from start to finish. 
 Question - How many transitions has Hudson Valley (formerly MMS) performed?
  • Answer   - Since 2005, we have converted over 90 new clients onto our systems for management.  
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  • Home
  • About Us
  • Organizational Chart
  • Service Options
    • Financial Services
    • Administrative
    • Maintenance
  • Contact Us
  • Transition Process
  • Resources
  • Clubhouse - Pools
  • Videos
  • Photo Gallery