Welcome to Balanced Asset Solutions
Balanced Asset Solutions provides the best-in-class consultations that are tailor-fit for your specific business needs. We pride ourselves in being flexible by working with major management software platforms including Yardi, Appfolio, Realpage, MRI, Propertyware, Rent Manager and Quickbooks Online. Our seasoned associates also possess expert and in-depth knowledge fit for the changing times.
Our robust methodologies will give your business the edge in terms of business operations, strategy, and compliance. Whether your goal is to stabilize your current business conditions or to create and institute procedures and new policies, we are here for you. We can also help generate additional processes or even strategize with you for further growth in the coming years.
Accounting Services For Real Estate
We at Balanced Asset Solutions believe that each business needs a customized approach and set of solutions.
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Outsourced Bookkeeping
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Yardi Voyager Consulting
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Yardi Breeze Consulting
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Appfolio Consulting
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Training
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Migration & Conversions
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Bank Reconciliations
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Support
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Web Development, SEO & SEM
Outsourced Bookkeeping
Balanced Asset Solutions accounting services provide CPA firm and CPA tax support for our clients’ businesses. Our accountants can help you with bank reconciliation, accounting reconciliation, and financial reporting. We indeed are your “accounting firm near me.”
Real estate is fraught with complexities that we have mastered over a long period of application and expertise. We provide much-needed support to companies, landlords, and real estate agents to achieve their goals. We help cut down operating expenses, increase your cash flow, and improve your overall profitability as markets continue to change over time.
Yardi Voyager Consulting
The software program you have for your property management business needs to manage all aspects of your business. It needs to perform the functions you require while being reliable. If it doesn’t, it’ll result in loss of revenue, tenants, and valuable time.
Implementing a new business system or software platform can be intimidating, especially if it’s not something that you’re familiar with. Figuring out how to seamlessly integrate it into your company can also cost additional money and take up time you
don’t have.
Yardi Breeze Consulting
Yardi Breeze comes in two different options: a basic package for smaller firms and a premier option that includes a robust toolkit. With both options, you can manage your portfolio from any device with its cloud-based features. In the program, you’ll findcentralized communications with tenants, property owners, and prospective tenants.
Additionally, you’ll be able to organize all maintenance requests from tenants and track their progress. Tenants can easily pay rent through the Yardi Breeze platform, making collecting monthly payments a snap.
Appfolio Consulting
As a property manager or investor, you know that managing your properties’ accounting can be time-consuming and challenging. Appfolio was created to change that. Thisintuitive platform saves you time and money, so you can focus on the tenants you serve.
At Balanced Asset Solutions, we facilitate the adoption of this powerful tool with our comprehensive Appfolio training and consulting services. Give us a call to find out how this exceptional software can make property management effortless.
Training
Receivables:
- Set up, run & troubleshoot Tenant ACH, CC for Rent and ECP
- Enter any charge
- Enter any receipt
- Deposit funds
- Run & troubleshoot the Late Fee function
Payables:
- Set up, run & troubleshoot Owner/ Vendor ACH
- Enter bills
Migration & Conversions
Software migration and data migration don’t have to be complex and challenging. With Balanced Asset Solutions’ well-established system for account migration and investment management, migration from one accounting software to another can be as pleasant as morning tea. Migration of data to another accounting software can also be efficient and this will have a direct impact on the quality of your business operations in the future.
Allow us to make things easier for you and enjoy the benefits that our other clients have been enjoying for years.
Bank Reconciliations
Auditing is essential for keeping up with all of your accounts. However, it is a painstaking and laborious process fit for accounting firms. Frankly, the procedures will be challenging for non-specialists. Balanced Asset Solutions has seasoned experts that are more than well-equipped to handle in-house audits and bank reconciliation.
As you continue scaling your business, the volume of transactions will also begin to increase. Tasks that were easy in the early years may suddenly balloon to a mess accounts and ledgers that may be tough to control. There may also be a dramatic increase in areas that need closer scrutiny to maintain compliance.
Support
Balanced Asset Solutions harmonizes humans, technology, and businesses. BAS Trainers are the best in the industry – some of them are even previous Yardi employees. BAS’ comprehensive training materials are crafted by experienced and knowledgeable users. Our documentation is concise, clear, and compelling.
Web Development, SEO & SEM
In order to have a successful business, it is imperative to equip your business with the most effective tools and practices. The growth of any business relies on a multitude of factors, and as a property manager, you are aware that online success is correlated to the overall growth and long-term success of your business in today’s tech-driven society.
At Balance Asset Solutions, we offer the best SEO and SEM practices that will help increase traffic to your website, an in turn, increase revenue. We assist you in customizing or further developing your webpage to make it a strong presence in the technical environment while also enhancing user experience.
What Our Clients Say
“Our company owns a commercial portfolio and employed Balanced Asset Solutions as a consultant for our Yardi Voyager implementation. Time was of the essence and they worked diligently ensuring we were operational in less than two months during the busy holiday season [from November to January]. The staff made this transition seamless and demonstrated strong communication skills during the process. We found their team to be the consummate business consulting professional as they knew how to ease everyone during the implementation cycle. They were and continue to be diligent about collecting information and insist on developing accounting best practices. As a result of this positive experience, we have retained and continue to utilize BAS for support and consulting services and they continue to provide excellent service. It was and continues to be a pleasure working with BAS.”
- HG Brown & Associates, LLC
“Balanced Asset Solutions worked with our firm as a consultant in successfully implementing Yardi Breeze. The team’s advice as an implementation/business consultant has allowed our organization to streamline our day to day operations. Their eye for detail has helped us to implement changes to our policies that have made our organization more efficient and profitable. We can assure you that BAS is dedicated to their customers in ensuring they work out details of complex implementations. Without their help, our organization would not have been able to implement Breeze so efficiently.”
- Wing Shing LLCWork With Former Property Management
Software Experts & Accountants
We understand the feeling of pressure from the IRS or your owners. We provide the type of help that only a seasoned software and accounting specialist can provide. We are here to help relieve the pressure and get you back on the right track!
Speak to an accounting expert
In need of help? We would love to hear how you are doing! Please contact us at support@balancedassetsolutions.com for your FREE 30-minute consultation!
Free forensic accounting audit
Work with seasoned account managers and accountants that understand your property management and software needs.
