Service Charge Financial Statements

For property owners, managing agents, and residential management companies, we prepare comprehensive service charge accounts that meet both legal requirements and best practice standards.

Our service charge accounting covers the preparation of certified financial statements for residential and commercial properties, ensuring full transparency and compliance with landlord and tenant legislation. We work with freeholders, leaseholders, and managing agents to produce clear, accurate accounts that demonstrate how service charges have been collected, allocated, and spent.

Our expertise includes trust account management, reconciliation of reserve funds, compliance with Section 20 consultation requirements, and preparation of year-end certificates for leaseholders. We ensure your service charge accounts meet the standards expected by the Royal Institution of Chartered Surveyors (RICS) and provide the transparency that leaseholders have a legal right to expect.

Whether you manage a single block or a portfolio of residential and commercial properties, we deliver partner-led service with institutional-grade expertise. Our approach combines technical excellence with plain English reporting, making complex service charge arrangements clear and understandable for all stakeholders.