Services
Five practice areas, one standard
The work is done carefully and the file is complete.
Construction Contract Administration & Compliance
Our core public-sector practice and the basis of our State of Connecticut certification.
- Construction contract administration and document review
- Subcontractor insurance verification and compliance monitoring
- Review and processing of AIA G702 and G703 payment applications
- Payment and draw administration
- Project budget tracking and variance reporting
- Project document control and records management
- Regulatory and compliance filing support, state and federal
- Performance and payment bond procurement coordination
- Commercial insurance program organization
General contractors, developers, nonprofit housing sponsors, and institutional owners on public, institutional, and affordable housing projects.
Property & Asset Administration
- Multi-tenant property administration
- Home and multi-property administration for private owners
- Renovation budget tracking and progress reporting
- Loan administration and servicing support
- Project financing coordination — banking, mortgage, refinancing
Owners of multiple properties who need one accountable person coordinating the administrative side.
Financial & Administrative Management
- Bank reconciliation
- Sales and use tax filing preparation
- Personal financial statement preparation
- Project accounting and financial records management
- Life insurance process administration
- Business opportunity evaluation and due diligence support
- Forensic document and records review
Small businesses and private clients whose financial records need to be reliable, current, and defensible.
Public Funding & Grant Administration
- Grant application preparation
- Administration of public funding programs
- Affordable housing development support
- Compliance reporting for funded projects
Track record: our principal prepared the application that secured a $4 million CHAMP grant for Bridgeport Historic Ventures through the Connecticut DECD.
Nonprofits, housing organizations, and municipalities pursuing or administering state and federal funding.
Organization & Advisory
- Home and office organization — paper, files, records
- Document digitization and paper-to-PDF conversion
- Moving and transition management
- Estate and household records organization
- Practical technology and AI adoption guidance
- Operating agreement review and entity formation support
- Notary public services
Private clients and family offices who need a discreet, capable person to take a project off their desk.
Not sure which of these you need?
Most engagements start with a conversation about a specific problem.
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