Monthly Financial Review

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Last Month financials

• On budget for revenue?

  Yes

  No

  N/A

• Rent per occupied unit on budget?

  Yes

  No

  N/A

• On budget for expenses?

  Yes

  No

  N/A

• On budget for NOI?

  Yes

  No

  N/A

• On budget for Capex?

  Yes

  No

  N/A

• Any major category variances $500+?

  Yes

  No

  N/A

• Any comments or special circumstances?

  Yes

  No

  N/A

Current Month Financial

• On budget for revenue?

  Yes

  No

  N/A

• Rent per occupied unit on budget?

  Yes

  No

  N/A

• On budget for expenses?

  Yes

  No

  N/A

• On budget for NOI?

  Yes

  No

  N/A

• On budget for Capex?

  Yes

  No

  N/A

• Any major category variances $500+?

  Yes

  No

  N/A

• Any comments or special circumstances?

  Yes

  No

  N/A

Next Month financial

• On budget for revenue?

  Yes

  No

  N/A

• Rent per occupied unit on budget?

  Yes

  No

  N/A

• On budget for expenses?

  Yes

  No

  N/A

• On budget for NOI?

  Yes

  No

  N/A

• On budget for Capex?

  Yes

  No

  N/A

• Any major category variances $500+?

  Yes

  No

  N/A

• Any comments or special circumstances?

  Yes

  No

  N/A

Capex

• On budget & schedule YTD?

  Yes

  No

  N/A

• Any projects budgeted for next 90 days?

  Yes

  No

  N/A

• Any projects to be rescheduled/canceled?

  Yes

  No

  N/A

• Any comments or special circumstances?

  Yes

  No

  N/A

Staffing

• Any open positions?

  Yes

  No

  N/A

• Any positions open more than 4weeks?

  Yes

  No

  N/A

• Any employee issues?

  Yes

  No

  N/A

• Any employee growth opportunities? Development plan updates?

  Yes

  No

  N/A

Miscellaneous

• Any additional support needs?

  Yes

  No

  N/A

• Any additional comments?

  Yes

  No

  N/A