Week 1: People and records
- Confirm chairperson, secretary and treasurer
- Request the full handover in writing
- Start your Flatflo trial and upload records as they arrive
Week 2: Money
- Set up the bank account in the scheme's name
- Check opening balances against the last statements
- Confirm the levy register and who owes what
Week 3: Owners and suppliers
- Send owners the new payment details and contacts
- Tell suppliers and insurers the new billing contact
- List open invoices and contracts
Week 4: Compliance and calendar
- Check insurance renewal and valuation dates
- List safety checks (fire, lifts, pools) and due dates
- Set the next AGM date and notice deadline
After the first month
Reconcile the bank account monthly, issue levies on schedule and keep minutes of every decision. Flatflo reminds you and prepares the paperwork; the committee approves.