Services
We handle the accounting so you can run the business. Take one piece off your plate or hand off the whole back office – most clients start with one and grow into the other.
Property management accounting
Owner funds, tenant deposits, and operating cash sit in the same account and have to be tracked separately, down to the dollar.
Most bookkeepers can record transactions in AppFolio. Fewer can tell you why the owner ledger doesn’t match the bank.
Who it’s for: Residential and commercial property managers running AppFolio, from 50-door operations to portfolios over 1,500 doors.
WHAT WE HANDLE
- AppFolio accounting support
- Owner statements and distributions
- Move-out accounting
- Tenant and owner ledger corrections
- Monthly three-way reconciliations
- AppFolio-to-QuickBooks mapping
- Year-end 1099 preparation and filing
Bookkeeping and monthly close
Your books closed and reconciled by the 15th, every month. Not a pile of receipts in April.
You also get a short note on what changed and what to watch — the part clients tell us they value most.
WHAT’S INCLUDED
- Categorization and coding
- Bank, card, and loan reconciliations
- Balance sheet review and reconciliations
- Monthly financial statements
- Written summary of what changed
- Tax ready year end financials
QuickBooks Online setup and support
Most QuickBooks problems trace back to a decision made during setup. We fix that, whether you’re starting fresh or untangling something you inherited.
WHAT’S INCLUDED
- New file setup
- Chart of accounts design
- Catch-up and cleanup
- Migration from other platforms
How we work
A conversation
Tell us what’s going on. We’ll tell you what we’d look at first and whether we’re the right fit.
A look at your books
For most engagements we’ll review your current file first and give you a written summary of what we found — what’s working, what isn’t, and what it would take to fix. Larger cleanups may need a paid diagnostic; we’ll tell you upfront if that’s the case.
A flat monthly fee
No hourly billing, no surprise invoices. You’ll know what it costs before we start, and it doesn’t change because a month got busy.
Not sure which of these you need?
Most people aren’t. Start with a conversation — we’ll figure out where the actual problem is.