Financial Services

Accountability.
Clarity.
Confidence.

The financial services team at Lundy is structured to streamline the financial management of commercial real estate, making LMG the go-to resource for all accounting and financial support, information, and reporting. Trusting Lundy with collecting and analyzing your detailed financial information provides you with useful, comprehensive reports and professional insights from LMG.

We handle the complexities of your property’s financial health:

Benefit from advanced financial modeling and forecasting that ensures your investments and assets meet your financial goals

Whether it's preparing for audits, maximizing cash flow, or forecasting for growth opportunities, our team ensures your property operates at peak financial efficiency

Our team meets the needs of sophisticated portfolios, providing you with the financial clarity and control necessary to make strategic decisions confidently

Financial Management

The Lundy financial services team supports your facility, portfolio, or association management. We provide the administrative support and financial reporting that keeps your strategic objectives on track.

Financial management for commercial properties:

  • Manage and reconcile bank accounts and forecast property cash needs

  • Provide accrual or cash based financial statement package on monthly or quarterly basis as required by client

  • Annual vendor 1099 preparation and filing with the IRS

  • TICAM reconciliations and other billbacks as required by tenant leases

  • Annual budget preparation in collaboration with the property management team

  • Additional accounting services available as requested.

Financial management for owners associations:

  • Manage and reconcile bank accounts and forecast association cash needs

  • Provide accrual or cash based financial statement package on monthly, quarterly, or annual basis as required by association

  • Association owner dues billings and collections

  • Assistance in setting owner dues as needed to cover budgeted expenses and special assessments

  • Additional accounting services available as requested.

Capabilities Across Our Team:

  • Rent Collection

  • Accounts Payable

  • Budget Preparation

  • Financial Reporting

  • Financial Modeling

  • Audit Services

  • Forecasting

  • Direct oversight of financial operations enhances decision-making processes, allowing for agile responses to changing financial conditions.

  • Full internal management of financial systems ensures compliance, reduces errors and provides a higher level of transparency and accountability.

  • Advanced financial modeling and analysis that optimize cost control, maximize asset value and identify opportunities for strategic growth

  • Through precise bookkeeping and strategic alignment, we deliver financial insights tailored to support your long-term goals, ensuring accuracy and a real-time accounting approach that adapts seamlessly to evolving needs.