Condo Media - July 2013 - 54
2013 CAI-NE FINANCIAl-rEsErvEs DIrECTory
Bookkeeping / Financial Reporting
Bookkeeping / Financial Reporting
Robert Marcus Real Estate Company, Inc.
S-C Management Corp., AMO®
Robert Marcus Real Estate Company is a New England real estate
management and development firm that prepares annual operating and
capital budgets, monthly and annual financial statements, maintains segregated bank accounts for all Association activity, coordinates preparation
and filing of Federal and State tax returns for the Associations, provides
a business address for all bills and receipts, offers billing and collection
of all Association fees and monitoring of delinquency, and pays all approved bills. We offer monthly reporting packages tailored to the needs of
individual Associations and financial statements that can be transmitted
via e-mail. We are fully insured including fidelity Bond Coverage.
345 Boylston street, suite 201
Newton, Massachusetts 02459
office: 617-277-1116
Fax: 617-964-1115
robert@rMrE.com
www.rMrE.com
S-C Management Corp. has proven experience delivering comprehensive
financial management and consulting services to community
associations. S-C principals Irma Schretter, Jim Regis and Cheryl
Nichols are committed to the philosophy of dedicating high level staff
and customized service to their communities.
With over 30 years of experience, S-C has built a reputation for
excellence and for delivering on its promises. Contact us today for
additional information as to how S-C’s knowledge of community
operations and finance, combined with comprehensive and accurate
reporting can create positive results for your community.
Irma M. Schretter, CPM
James F. Regis, VP
Brookline, MA
617-566-1026
ims@s-cmanagement.com
jregis@s-cmanagement.com
Financial / Lending Resources
Financial / Lending Resources
Brookline Bank
Cambridge Savings Bank
Experts in Condominium Association Banking
Whether your association is 6 units or 600, Brookline Bank can
accommodate your needs. Loans are available for little as $50,000 and
up to $5 million, depending on the size of the complex. Use funds for
repairs like a new roof, replacing windows or a new heating system.
Or use the funds for improvements to common areas or landscaping.
Call Wes Blair 617-927-7974 or go online for more information.
Why take out a loan?
• Avoid special assessments
• Amortize capital projects
• Maintain your reserves
22 branches in
Greater Boston
617-927-7974
Let Cambridge Savings Bank simplify your banking with:
• Flexible options and quick decisions on financing capital improvement
requests
• CSB Business WebBankSM for 24-hour account access
• Lockbox collection services
• ACH services* to automate payment processing
• Cash Management Services
• Zero balance accounts to maximize earnings on your funds
David Holt, Vice President
617-441-4237
Fax: 617-520-5340
dholt@cambridgesavings.com
www.cambridgesavings.com
*Subject to credit approval.
Member FDIC | Member DIF |
Equal Housing Lender
Member FDIC
Financial / Lending Resources
Financial / Lending Resources
Dedham Savings
Fidelity Bank
At Dedham Savings we know you have many choices when it comes to
choosing your bank. That’s why we’ve put together a collection of deposit
and loan products for individuals and businesses that have your needs in
mind. For over 180 years, Dedham Savings has put their customers and
community first. Looking for a place to park your deposits? Looking for a
business loan to purchase real estate or cover inventory? Look to Dedham
Savings. With 8 branches in and around Dedham, MA, Dedham Savings is
your bank. Contact our Senior VP’s of Commercial Real Estate Lending:
Doug Stevens
doug.stevens@dedhamsavings.com
781-320-1487
Joe Cavallini
joe.cavallini@dedhamsavings.com
781-320-4815
54
Condo Media • July 2013
Save time and money with our suite of services for home owners’
associations. Contact us today to learn how to collect your fees and
manage cash with ease, access credit on your terms, and provide world
class consumer banking to your members. You can take the first steps
towards better operations with confidence – our financial design team
tends to every detail to ensure a smooth transition.
Jennifer Conrad
Fidelity Bank
465 shrewsbury street
Worcester, MA 01604
508-762-3608
jconrad@fidelitybankonline.com
www.fidelitybankonline.com
http://www.RMRE.com
http://www.RMRE.com
http://www.cambridgesavings.com
http://www.cambridgesavings.com
http://www.fidelitybankonline.com
http://www.fidelitybankonline.com
Condo Media - July 2013
Table of Contents for the Digital Edition of Condo Media - July 2013
Condo Media - July 2013
Contents
From the CED’s Desk
President’s Message
CAI News
CAI Regional News
Asked & Answered
Homeowner’s Corner
Reserves
Volunteer Spotlight
Vendor Spotlight
Finance
Banking
Operations
2013 CAI-NE Financial-Reserves Directory
Classified Service Directory
Advertisers Index
Condo Media - July 2013 - Condo Media - July 2013
Condo Media - July 2013 - Cover2
Condo Media - July 2013 - Contents
Condo Media - July 2013 - From the CED’s Desk
Condo Media - July 2013 - 3
Condo Media - July 2013 - President’s Message
Condo Media - July 2013 - 5
Condo Media - July 2013 - CAI News
Condo Media - July 2013 - 7
Condo Media - July 2013 - 8
Condo Media - July 2013 - 9
Condo Media - July 2013 - 10
Condo Media - July 2013 - 11
Condo Media - July 2013 - 12
Condo Media - July 2013 - 13
Condo Media - July 2013 - 14
Condo Media - July 2013 - 15
Condo Media - July 2013 - 16
Condo Media - July 2013 - 17
Condo Media - July 2013 - CAI Regional News
Condo Media - July 2013 - 19
Condo Media - July 2013 - 20
Condo Media - July 2013 - 21
Condo Media - July 2013 - Asked & Answered
Condo Media - July 2013 - 23
Condo Media - July 2013 - Homeowner’s Corner
Condo Media - July 2013 - 25
Condo Media - July 2013 - Reserves
Condo Media - July 2013 - 27
Condo Media - July 2013 - 28
Condo Media - July 2013 - 29
Condo Media - July 2013 - Volunteer Spotlight
Condo Media - July 2013 - 31
Condo Media - July 2013 - 32
Condo Media - July 2013 - 33
Condo Media - July 2013 - 34
Condo Media - July 2013 - 35
Condo Media - July 2013 - 36
Condo Media - July 2013 - 37
Condo Media - July 2013 - 38
Condo Media - July 2013 - 39
Condo Media - July 2013 - Vendor Spotlight
Condo Media - July 2013 - 41
Condo Media - July 2013 - Finance
Condo Media - July 2013 - 43
Condo Media - July 2013 - 44
Condo Media - July 2013 - 45
Condo Media - July 2013 - Banking
Condo Media - July 2013 - 47
Condo Media - July 2013 - Operations
Condo Media - July 2013 - 49
Condo Media - July 2013 - 2013 CAI-NE Financial-Reserves Directory
Condo Media - July 2013 - 51
Condo Media - July 2013 - 52
Condo Media - July 2013 - 53
Condo Media - July 2013 - 54
Condo Media - July 2013 - 55
Condo Media - July 2013 - 56
Condo Media - July 2013 - 57
Condo Media - July 2013 - Classified Service Directory
Condo Media - July 2013 - Advertisers Index
Condo Media - July 2013 - 60
Condo Media - July 2013 - 61
Condo Media - July 2013 - 62
Condo Media - July 2013 - 63
Condo Media - July 2013 - 64
Condo Media - July 2013 - Cover3
Condo Media - July 2013 - Cover4
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