Prepare budget reports and review variances
How you could use an agent
Use an agent to gather invoices, account statements, and maintenance records, then draft a budget report that compares actual spending with planned amounts. It can also highlight cost changes, reserve pressure, or missing support documents so you can review the numbers before sending them to owners or the board.
Where you stay involved
You check the figures, explain the variances, decide whether a cost or reserve issue needs attention, and approve anything that should go to ownership or the board.
