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Monthly Close Process

Pre-Close

Post final accounts receivable entries

Post final accounts payable entries

Post final employee expense/payroll entries

Post other month-end entries (as required)

Day 1

Complete depreciation journal entries

Prepare and post recurring monthly journal entries

Begin preparing nonstandard journal entries (including intercompany, if applicable)

Day 2

Post nonstandard journal entries

Close subsidiary ledgers: fixed assets, payroll, A/P, and A/R

Day 3

Post remaining intercompany transactions (if applicable)

Review to ensure intercompany balances are zeroed out and eliminated

Draft first version of financials

Conduct preliminary review of financials (soft close)

Day 4

Complete bank reconciliations and post final cash

Post revenue, cost, and tax accruals (as required)

Draft revised financials

Draft revised footnotes and disclosures

Day 5

Conduct comprehensive review of financials

Create and post final journal entries as required

Close general ledger and release financials for CFO signoff

Day 6

Release financial statements (including appropriate footnotes and disclosures)

Begin management reporting and rolling budget cycle

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Monthly Financial Close checklist

Reconciliations

Reconcile bank statements to the general ledger.

Reconcile credit card statements and ensure all charges are accounted for.

Review and reconcile balance sheet accounts, including prepaid expenses and accrued liabilities.

Review and Adjustments

Review trial balance for discrepancies and unusual account balances.

Post adjusting journal entries for accrued expenses, depreciation, and amortizations.

Analyze variances between actual and budgeted financial results and investigate significant differences.

Financial Reporting

Prepare the income statement, balance sheet, and cash flow statement.

Compile supporting schedules and notes for financial statements.

Distribute financial reports to management and necessary stakeholders.

Accounts Receivable and Payable

Verify all invoices for the month have been entered and are accurate.

Confirm customer payments are recorded and applied correctly.

Ensure all vendor payments are processed and up to date.

Inventory and Fixed Assets

Count physical inventory and reconcile to the inventory ledger.

Review fixed asset purchases and disposals during the month.

Update depreciation schedules and record depreciation expenses.

Compliance and Controls

Ensure compliance with accounting policies and regulatory requirements.

Review internal controls for effectiveness and make changes if necessary.

Prepare for any upcoming audits by organizing relevant documentation and schedules.

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Monthly Financial Reporting Checklist

Income and Expense Review

Verify all expected rental payments are received and properly recorded

Review and reconcile any discrepancies in ancillary income streams

Analyze and report on variances between actual and budgeted expenses

Bank Reconciliation

Reconcile all bank statements with the general ledger

Investigate and resolve any reconciling items or discrepancies

Ensure all bank transfers are properly documented and authorized

Accounts Payable and Receivable

Review accounts payable aging report for overdue payments

Confirm all vendor invoices are accounted for and processed

Review accounts receivable aging report and follow up on overdue tenant balances

Financial Statements and Reports

Prepare and review monthly balance sheet to ensure accurate representation of assets and liabilities

Generate income statement to evaluate profitability and compare to budget

Compile and distribute financial packet including executive summary and detailed reports to stakeholders

Budget Analysis

Compare actual income and expenses against the budgeted amounts

Explain significant budget variances in the management report

Adjust forecasts and projections based on current month's performance

Compliance and Auditing

Ensure compliance with all financial reporting regulations and standards

Review transactions and activities for adherence to internal financial controls

Prepare for any upcoming audits by organizing financial records and documentation

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Monthly Financial Reporting Checklist

Revenue and Expenses Reconciliation

Verify all revenue entries have been recorded for the month

Ensure all expense invoices are accounted for and entered into the system

Reconcile monthly bank statements with internal records

Confirm all inter-company transactions have been properly documented

Review and adjust any accruals or prepayments as necessary

Financial Statements Preparation

Generate preliminary income statement and balance sheet

Review and validate the trial balance

Prepare cash flow statement based on reconciled data

Ensure all financial statements comply with regulatory requirements

Conduct a variance analysis comparing actuals to budgeted figures

Internal Review and Adjustments

Conduct a detailed review of all financial reports by the accounting team

Adjust for any discrepancies found during the internal review

Ensure all journal entries have appropriate supporting documentation

Update financial forecasts based on current month performance

Prepare a summary report for senior management review

Compliance and Audit Preparation

Review and update compliance checklists based on recent regulations

Ensure all necessary documents are ready for internal and external audits

Perform a compliance audit to identify any potential issues

Document all audit findings and corrective actions taken

Schedule meetings with auditors to discuss preliminary findings

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Monthly Financial Review Checklist

Bank Reconciliations

Ensure all bank statements are received and are ready for reconciliation

Compare the cash balance on the bank statements with the cash balance in the ledger

Identify and investigate any discrepancies or unusual transactions

Accounts Receivable Review

Review aging reports for overdue accounts and follow up on collections

Assess allowance for doubtful accounts for adequacy

Confirm that all invoices and credit notes have been accurately posted

Accounts Payable Review

Verify all outstanding invoices have been recorded

Review accounts payable aging for overdue payments and resolve any issues

Ensure all supplier statements are reconciled to the ledger balances

Payroll Verification

Check for proper recording of new hires, terminations, and pay rate changes

Review and reconcile payroll summaries for accuracy

Confirm payroll tax submissions and payments are up-to-date

Expense Analysis

Review monthly expenses and compare to budgeted amounts

Investigate significant variances from the budget

Confirm all expenses are properly authorized and recorded

Income and Revenue Assurance

Cross-verify all revenue streams have been correctly reported

Analyze revenue recognition for timing and accuracy

Reconcile deferred revenue accounts and ensure proper accounting treatment

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Monthly Inspection

EXTERIOR

Glass is windexed

Exterior finishes are clean and well presented

Signage is clean and properly lit

All exterior lights are in working order

Door hardware is functioning, locks and hinges all work

The trim and window sills are clean and dust free

Plants look as they should for the season

Mulch , ground cover and rock cover are full and debris free

CLEANLINESS AND MOOD

First impression is clean and organized

Music is on and at the right volume, song list is appropriate

Host stand is clean, organized, menus in proper place

Wires from computer, phones, extensions are hidden and contained

Lighting is on, properly adjusted to the proper settings, all bulbs working

Temperature feels right

Wood floors- clean,oiled or finished, not damaged

Rugs are cleaned and spot free

Concrete- clean, without traffic patterns or stains

Stone- clean,sealed, grout intact

Tile- clean, no cracks, full grout

All foors are swept and mopped

All fabric is debris free and stain free

All natural wood tables are oiled or have poly,minimum rings or marks

All leather of leather like material is crack free

All tables are operable, stable, clean and damage free and correctly mounted

All chairs are operable, stable, clean and damage free

All art is dust free with clean glass and frames in one piece.

SERVER STATIONS

Server stations are clean and organized

Computer wires are organized for P.O.S.

Server stations are free of personal belongings

If it is a handsink, soap and towels stocked

If there is a sink, it is clean and caulked

There is no sign of leaking or rot

If there is a fridge, its clean with with thermometer

BATHROOMS

Hallway leading to the restroom is clean, clutter free and well lit

Doors to restrooms are clearly marked

Bathroom sink area is clean, faucets wiped, without stains on counters

Mirrors are polished

Bathrooms smell clean

Bathrooms have wastebaskets and fem disposal

Floors have been swept and cleaned

Toilets have been cleaned, tp stocked

All partitions are sturdy, secure, clean, locks work

Hot water heats quickly

BAR

Bar top is clean, oiled if needed/ or poly

Bar shelves and liquor/wine is dust free

There are no obvious leaks, all faucets flow easy, hot and cold work

There are no signs of fruit flies, soda heads soaling, bottles covered

Handsink has soap and towels

All tile is clean and mold free

Glass washers are fully operable and proper temp

MISC FOH

Any signage, floorpaln, notes to staff in frames not taped

All display areas are conplete

All duct work is dust fee

All interior plants are watered

All exit signs are in working order

PATIO

First impression of patio is positive

All patio lights are on

All patio areas clean and swept, no stains

Furniture clean and painted

KITCHEN

All drains have screens in them

Tile has been deck brushed , grout looks good, no broken tile

Walls are clean, no broken tile

Heated equipment has all its knobs

All fridges are clean, gaskets looks good, coils clean, shelviing is not chipped or rusted and they have a thermometer reading accurate temps

heated equipment looks clean and maintained

hood filters look clean

date of hood inspection and fire ext

dish area is clean and organized. screen in drain

dish faucets, sprayers are all operational

Walk in cooler is to temp, shelves are clean , closures work, fan is working

BACK OF HOUSE OFFICE AND STORAGE

liquor rooms and offices are locked

dry storage is neat and oganized

breaker panels are accesible

extra furniture is stored properly

employee areas are clean and organized

REAR EXIT

door properly locks

area is box and debris free or at least organized

ground is power washed

if dumpster area, that is clean and also power washed

propane is properly stored

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Monthly Maintenance Checklist

Kitchen Equipment Maintenance

Inspect and clean refrigeration coils to ensure efficient operation

Calibrate ovens and ranges to ensure accurate temperatures

Check and sharpen kitchen knives and other cutting tools

Dining Area Upkeep

Clean and sanitize all surfaces including tables, chairs, and countertops

Inspect furniture for damage and make necessary repairs

Ensure all lighting fixtures are working and replace bulbs as needed

Safety and Compliance

Review and restock first aid kits and emergency supplies

Check fire extinguishers and smoke/carbon monoxide detectors

Ensure all posted licenses and certificates are up to date

Plumbing and Restrooms

Inspect sinks, toilets, and faucets for leaks or clogs

Replenish restroom supplies such as soap, paper towels, and toilet paper

Deep clean restroom floors, stalls, and fixtures

Building Exterior and Entrance

Clean windows, doors, and walkways to maintain a welcoming appearance

Inspect signage for visibility and proper lighting

Remove debris and litter from parking areas and surrounding property

Pest Control

Check for signs of pest activity and address any issues found

Clean and sanitize areas where food is stored to discourage pests

Schedule regular professional pest control services

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Monthly Server Maintenance Checklist

Server Environment

Check the environment in the server room for temperature, humidity, and ventilation.

Check the power supply, UPS, and any other power-related components.

Check the cooling system, and ensure that all fans are working properly.

Check the server and any other equipment to make sure they are running properly.

Software

Check the operating system, and ensure that it is up to date.

Check the system logs for any errors or warnings.

Check for any security patches or updates that need to be installed.

Check the system configuration and make sure all settings are correct.

Check the disk space and make sure there is enough free space.

Database

Check the database for any errors or inconsistencies.

Check the database backups, and ensure they are running correctly.

Check the database performance and make sure it is running optimally.

Check the database security, and make sure it is up to date.

Network

Check the network connections, and make sure they are functioning properly.

Check the network security, and ensure that all ports are secure.

Check the network performance, and make sure it is running optimally.

Check the firewall security, and ensure that all settings are correct.

Security

Check the security settings, and ensure that all settings are correct.

Check the antivirus software, and make sure it is up to date.

Check for any unauthorized access, and make sure there are no security breaches.

Backups

Check the backup system, and make sure it is running correctly.

Check the backup logs, and make sure there are no errors or warnings.

Check the backup storage, and make sure there is enough free space.

Hardware

Check the hardware components, and make sure they are functioning properly.

Check the hard drives, and make sure they are running optimally.

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Monthly Server Maintenance Checklist

Preparation

Name of Server

The static IP address of server computer

MAC address of server computer

Maintenance Date

Data, Software and System checks

Check backups are working

Check and update OS

Update your control panel

Check and update applications

Run database maintenance

Make sure backups are up to date.

Check for database corruption.

Make sure indexes are updated.

Check remote management tools

Remote console

Remote reboot

Rescue mode

Check Disk usage

Check CPU usage

Check RAM usage

Check Network usage

Free up server storage space

Security Checks

Change server passwords

Download and install the patches

Test the patches

Confirm that the patches are installed correctly

Review User accounts

Perform a server malware scan

Hardware Checks

Check fans and power supplies

Check RAID fault tolerance

Check cable integrity

Check A/C unit at the facility

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Morning Prep Checklist

Kitchen Setup

Turn on all necessary kitchen equipment: ovens, grills, fryers, and stoves.

Check and calibrate thermometers and cooking equipment.

Ensure the cleanliness of all work surfaces and cooking areas.

Food Preparation

Review the daily menu and specials, noting any menu changes or out-of-stock items.

Gather and prepare all necessary ingredients for mise en place.

Begin prepping main ingredients: washing, cutting, marinating, etc.

Safety and Sanitation

Verify that all handwashing stations are stocked with soap and paper towels.

Ensure that all food is stored at proper temperatures.

Confirm that the kitchen's first- aid kit is fully stocked and accessible.

Inventory Check

Perform a quick inventory to identify any low-stock ingredients or supplies.

Rotate stock based on expiration dates, using the FIFO (First In, First Out) method.

Update the shopping list for any items that need to be reordered.

Employee Readiness

Ensure all staff have arrived and are dressed in a clean uniform.

Conduct a brief team meeting to discuss the day's goals and customer service focus.

Assign specific tasks and stations to each kitchen staff member.

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Mortgage Application Checklist

Personal Information

Provide a government-issued ID (e.g., driver's license, passport)

Submit Social Security Number

Supply a recent utility bill or lease agreement for address verification

Employment and Income Verification

Provide recent pay stubs (last two months)

Submit W-2 forms from the past two years

Include contact information for your current employer

Financial Information

Provide bank statements from the past three months

Submit statements from retirement accounts (e.g., 401(k), IRA)

List all outstanding debts and monthly payments (e.g., credit cards, student loans)

Property Information

Submit a copy of the purchase agreement

Provide information on the property’s estimated value

Include details about the property’s insurance coverage

Credit Information

Authorize the lender to perform a credit check

Provide explanations for any negative items on your credit report

Supply information on any past bankruptcies or foreclosures

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Mortgage Closing Checklist

Document Preparation

Gather and review loan application and supporting documents

Obtain property appraisal and ensure it meets lender requirements

Prepare and review closing disclosure for accuracy

Financial Verification

Verify borrower's employment and income details

Check borrower's credit score and history for any changes

Ensure all funds for closing are available and properly documented

Legal and Compliance

Review title search and resolve any title issues

Ensure compliance with all federal and state regulations

Verify that all required insurances are in place and documented

Final Walkthrough and Closing

Schedule final walkthrough of the property with the buyer

Coordinate closing date with all parties involved

Ensure all closing documents are signed and notarized

Post-Closing Procedures

Send closing package to lender for review and approval

Record the deed and mortgage with the appropriate county office

Disburse funds to relevant parties, including sellers and agents

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Move-In/Move-Out Checklist

General Condition of Unit

Check for any damage to the walls, ceilings, or floors

Ensure all light fixtures are working and have bulbs

Inspect windows and doors for proper operation and locking

Living Room

Verify that the carpet or floor is clean and undamaged

Check for any marks or holes on the walls

Ensure that all electrical outlets function correctly

Kitchen

Inspect the condition of appliances: refrigerator, stove, microwave, dishwasher

Check countertops and cabinets for any damage or unclean surfaces

Ensure the sink, faucets, and plumbing work properly and do not leak

Bathroom(s)

Examine the shower, tub, and toilet for cleanliness and function

Check for leaks and proper water pressure

Verify that the mirror and cabinets are in good condition

Bedroom(s)

Ensure that the closet doors and drawers operate smoothly

Inspect for any signs of pests or infestations

Check the condition of paint, carpets, and light fixtures

Exterior and Common Areas

Look for any damage to siding, roofing, or outdoor structures

Confirm that the trash and recycling areas are tidy and accessible

Inspect the condition of parking spaces, walkways, and staircases

Safety and Emergency

Test smoke detectors and carbon monoxide detectors

Check the location and expiration date of fire extinguishers

Review the escape routes and ensure they are clear of obstructions

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Move-In Package Preparation Checklist

Lease Agreement and Documentation

Ensure the lease agreement is fully executed with signatures from all parties

Include copies of any addenda, rules, and regulations specific to the property

Prepare all legal disclosures required by state and local laws

Keys and Access

Confirm that all sets of keys are accounted for and working properly

Include any necessary access codes or fobs for entry to the property or amenities

Provide instructions for mail and package delivery or access to mailboxes

Property Inspection and Condition

Complete a detailed move-in inspection report, with photos for documentation

Ensure that the property is professionally cleaned prior to tenant arrival

Verify that all appliances, fixtures, and utilities are in working order

Welcome and Information Packet

Create a welcome letter or package with contact information for management

Provide information about trash and recycling pickup schedules

Include a list of local emergency contacts, hospitals, and utility companies

Financial Details

Outline the process for paying rent, including due dates and accepted payment methods

Clarify any initial fees due at move-in, such as security deposit, first month's rent, and pet fees

Explain the process for submitting and handling maintenance requests

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Move-Out Procedure Checklist

Tenant Notification

Provide written move-out instructions to tenant

Send reminders of lease termination date

Clarify expectations regarding property condition

Inspection and Documentation

Schedule a pre-move-out inspection with tenant

Document the property's condition with date-stamped photos

Create a comprehensive checklist for tenant to complete

Maintenance and Repairs

Identify necessary repairs from pre-move-out inspection

Arrange for maintenance and repair services

Ensure all repairs are completed before the final inspection

Cleaning and Upkeep

Provide tenant with cleaning guidelines and expectations

Check that all personal belongings are removed

Hire professional cleaners if necessary

Security and Key Return

Remind tenant about returning all keys and access devices

Inspect and secure all entry points to the property

Update or rekey locks if necessary

Final Walk-Through and Documentation

Conduct the final inspection with a witness or alone

Document the property's final condition with detailed notes and photos

Compare final condition to move-in documentation

Financial Settlement

Calculate final charges or deductions if any

Prepare the itemized list of deductions for tenant

Refund the security deposit balance to the tenant promptly

Lease Closure and Record Keeping

Ensure all utility accounts are transferred or closed

Update tenant's record to reflect move-out date and conditions

Archive all documentation related to the tenancy for legal compliance

Marketing and Re-leasing

Assess market conditions for appropriate pricing

Update online listings and marketing materials

Prepare the property for viewings and open houses

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Network Configuration Checklist

Network Planning and Design

Assess network requirements and goals

Design network topology (LAN, WAN, VLANs)

Select appropriate hardware (routers, switches, firewalls)

Plan IP addressing scheme (IPv4/IPv6)

Determine network bandwidth and performance needs

Hardware and Software Configuration

Install and configure network devices (routers, switches)

Set up and configure firewall rules

Install and update network management software

Configure Network Address Translation (NAT)

Implement Quality of Service (QoS) settings

Security and Monitoring

Enable network encryption protocols (SSL/TLS, IPsec)

Set up intrusion detection/prevention systems (IDS/IPS)

Configure access control lists (ACLs)

Implement network monitoring tools (SNMP, NetFlow)

Regularly update firmware and software patches

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Networking Event Preparation Checklist

Pre-Event Planning

Define the event objectives and target audience.

Research and select the appropriate networking event or conference.

Marketing Materials

Prepare and print business cards.

Create and bring brochures or flyers about your services.

Ensure your website and social media profiles are up to date.

Personal Preparation

Plan and rehearse your elevator pitch.

Select professional attire for the event.

Bring a notebook and pen for taking notes.

Logistics

Arrange transportation and accommodation if necessary.

Set reminders for event dates and times.

Ensure you have a charged phone and backup battery.

Follow-Up Strategy

Prepare a follow-up email template.

Organize collected business cards or contact information.

Schedule time for follow-up calls or meetings.

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Networking Events Checklist

Pre-Event Planning

Define the goals and objectives for attending the networking event

Identify and register for relevant networking events or conferences well in advance

Research attendees and companies to target for networking opportunities

Marketing Materials

Prepare updated firm brochures and business cards to distribute at the event

Develop a one-pager about the firm's services and recent successes

Create a list of attorneys attending and their areas of specialization

Logistics and Travel Arrangements

Book travel and accommodation for attending attorneys

Ensure all attendees have a clear itinerary and know the event schedule

Arrange for transportation to and from the event venue

During the Event

Attend keynotes, panels, and workshops to increase visibility and engage with participants

Schedule meetings with potential clients or partners in advance

Collect contact information and business cards from new connections

Post-Event Follow-up

Send personalized thank you messages to new contacts and potential leads

Organize debriefing meetings to discuss leads and experiences from the event

Update the firm's CRM with new contacts and notes from conversations

Social Media Engagement

Use social media to announce participation in the event and connect with attendees online

Live-tweet or post updates during the event to engage with a broader audience

Follow up with new connections on LinkedIn and other professional networks

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Network Maintenance Checklist

Ensure all devices and systems are up-to-date with the latest security patches and bug fixes

Check for any security threats or vulnerabilities

Test the performance of the network and make adjustments as needed

Check for any unauthorized access or suspicious activity

Check system logs for errors or warnings

Check network connections and performance

Verify data backup and recovery processes

Perform regular malware scans

Update network documentation with any changes

Monitor network traffic and usage

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Network Monitoring Checklist

Network Configuration

Document all active network devices and their configurations.

Verify and update firmware on routers, switches, and firewalls.

Ensure that all network devices have strong, unique passwords.

Implement network segmentation to isolate sensitive data and systems.

Establish and enforce network access control policies.

Monitoring and Alerts

Deploy network monitoring tools to track traffic and performance.

Set up automated alerts for unusual network activity or performance issues.

Regularly review logs and alerts to identify and address potential threats.

Establish a baseline for normal network behavior to detect anomalies.

Configure SNMP on all network devices for centralized monitoring.

Security and Compliance

Conduct regular vulnerability assessments and penetration testing.

Ensure compliance with industry standards and regulatory requirements.

Implement intrusion detection and prevention systems (IDPS).

Regularly update and patch network devices and software.

Maintain an incident response plan for network security breaches.

Performance Optimization

Analyze network traffic patterns to identify bottlenecks.

Optimize network routes and configurations for improved performance.

Implement Quality of Service (QoS) policies to prioritize critical traffic.

Regularly test network speed and performance metrics.

Review and optimize bandwidth usage to prevent congestion.

Backup and Recovery

Implement regular backups of network configurations and data.

Test backup and recovery procedures to ensure they work correctly.

Store backups in a secure, off-site location.

Maintain a documented disaster recovery plan.

Regularly update the disaster recovery plan to reflect changes in the network.

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network security checklist

Access Control and Authentication

Implement multi-factor authentication for all users.

Regularly review and update user access permissions.

Ensure strong password policies are enforced.

Utilize role-based access control for sensitive data.

Monitor and log all access to critical systems.

Network Monitoring and Intrusion Detection

Deploy and configure intrusion detection systems.

Regularly review network logs for suspicious activity.

Set up alerts for unauthorized access attempts.

Conduct periodic penetration testing.

Ensure all network devices have updated firmware.

Data Protection and Encryption

Encrypt sensitive data both at rest and in transit.

Implement data loss prevention technologies.

Regularly back up critical data and store securely.

Ensure secure data disposal practices are in place.

Conduct regular audits of data access and usage.

Incident Response and Recovery

Develop and maintain an incident response plan.

Conduct regular incident response training exercises.

Establish communication protocols for incident reporting.

Ensure backup systems are regularly tested for recovery.

Review and update the incident response plan annually.

Compliance and Security Policies

Ensure compliance with industry regulations and standards.

Regularly update security policies and procedures.

Conduct security awareness training for all employees.

Perform regular audits of security practices.

Document and review exceptions to security policies.

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Network Security Checklist

Access Control and Authentication

Implement multi-factor authentication for all critical systems.

Regularly review and update user access permissions.

Use strong, unique passwords and enforce password policies.

Disable inactive user accounts and remove unnecessary accounts.

Monitor and log all access attempts, both successful and failed.

Network Security Configuration

Ensure firewalls are properly configured and regularly updated.

Segregate networks based on function and sensitivity of information.

Disable unused network services and ports.

Implement VLANs to isolate different types of traffic.

Regularly update and patch network devices and software.

Intrusion Detection and Prevention

Deploy intrusion detection and prevention systems (IDPS).

Monitor network traffic for unusual or suspicious activity.

Regularly update IDPS signatures and rules.

Conduct regular vulnerability assessments and penetration tests.

Establish and follow incident response procedures.

Data Encryption

Encrypt sensitive data both at rest and in transit.

Use strong, industry-standard encryption protocols.

Regularly update encryption keys and manage them securely.

Implement end-to-end encryption for sensitive communications.

Ensure backup data is also encrypted.

Network Monitoring and Logging

Continuously monitor network traffic and system logs.

Implement centralized logging for easier analysis and correlation.

Regularly review logs for signs of suspicious activity.

Maintain logs in a secure, tamper-proof environment.

Use automated tools to analyze logs and generate alerts.

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Network Troubleshooting Checklist

Initial Diagnostics

Verify physical connections and ensure cables are properly plugged in.

Check the status of network devices and ensure they are powered on.

Ping the default gateway to verify network connectivity.

Use traceroute to identify where the connection fails.

Confirm that the correct IP configuration is set on the client device.

Checking Network Devices

Log into routers and switches to check for error logs or alerts.

Ensure firmware and software are up to date on all network devices.

Verify VLAN configurations and ensure they are correctly assigned.

Check port statuses and ensure there are no port errors or shutdowns.

Review and confirm that routing tables are correctly configured.

Analyzing Traffic

Use network monitoring tools to analyze traffic patterns.

Look for unusual or high bandwidth usage that could indicate a problem.

Check for network loops or broadcast storms that may affect performance.

Examine firewall rules to ensure they are not blocking legitimate traffic.

Review Quality of Service (QoS) settings to ensure critical traffic is prioritized.

Wireless Network Issues

Verify that wireless access points are functioning properly.

Check wireless signal strength and coverage in the affected area.

Ensure SSIDs are correctly configured and broadcasted.

Confirm that wireless clients are connecting to the correct SSID.

Review wireless security settings and authentication methods.

DNS and DHCP Problems

Ensure the DNS server is reachable and responding to queries.

Verify that the correct DNS server addresses are configured on clients.

Check the DHCP server to ensure it is issuing IP addresses.

Confirm that the DHCP scope is not exhausted and has available addresses.

Review DNS and DHCP server logs for errors or unusual activity.

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Network Upgrade Checklist

Pre-Upgrade Planning

Assess current network infrastructure and document the existing configuration.

Identify hardware and software requirements for the upgrade.

Develop a detailed upgrade plan with timelines and milestones.

Ensure compatibility of new hardware/software with existing systems.

Inform and train relevant staff about the upcoming changes and procedures.

Backup and Preparation

Perform a full backup of existing network configurations and data.

Test the backup to ensure it can be restored successfully.

Create a rollback plan in case the upgrade fails.

Notify users about potential downtime and schedule the upgrade during off-peak hours.

Gather all necessary tools and resources required for the upgrade.

Implementation and Testing

Install and configure the new hardware and software components.

Apply configuration changes as outlined in the upgrade plan.

Monitor the network for any immediate issues or anomalies.

Conduct thorough testing to ensure network performance and stability.

Verify that all services and applications are functioning correctly post-upgrade.

Post-Upgrade Review

Document any issues encountered and resolutions applied during the upgrade.

Update network documentation to reflect the new configuration and changes.

Provide a post-upgrade report to stakeholders detailing the process and outcomes.

Collect feedback from users to identify any remaining issues or concerns.

Plan for a follow-up review to address any long-term impacts or additional improvements.

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New Client (New Property to Manage)

SEND MANAGEMENT DOCUMENTS VIA DOCUSIGN

Management Agreement

Property Profile

IF US resident send - W9

If foreign investor, send W8-ECI

ACH Authorization Form

Authorization to add as additional insured

Owner HOA Disclosure

Owner Mortgage Disclosure

VERIFY MANAGEMENT DOCUMENTS SIGNED

Management Agreement

Property Profile

IF US resident send - W9

If foreign investor, send W8-ECI

ACH Authorization Form

Authorization to add as additional insured

Owner HOA Disclosure

Owner Mortgage Disclosure

Update Management System

Contact Insurance company and add an additional insured

Copy signed documents from Docusign to owner folder

Create New Portfolio in Propertyware

Add owner information to Propertyware

Add building information to Propertyware

PRE-INSPECTION

Pre-inspect home

Review with owner any repair items

PHOTOGRAPHY

Take photos of home

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