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We’re CPAs specializing in property management and real estate, combining deep expertise in software, operations, and financial optimization. With leadership from former AppFolio and Yardi employees and insights from property management experts, we fill every gap to help property managers streamline operations, save time, and maximize profitability.

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Property Management Accounting Blogs

Effective CAM Reconciliation: Top Tips

Common area maintenance (CAM) reconciliation is one of the most important aspects of running a commercial real estate business. It might feel like more of a chore than expanding your portfolio or attracting new tenants, but accurate, efficient common area maintenance can be the difference between a struggling commercial real estate business and a successful […]

What’s the Right Way to Handle Security Deposits Across Multiple Properties?

Introduction: Why Security Deposits Cause So Many Headaches For property managers, security deposits seem simple on the surface: collect, hold, and refund. But when you’re managing multiple properties, owners, or portfolios, those funds can quickly become a compliance risk. Security deposits are not revenue. They’re liabilities, money held in trust for tenants and must be […]

Who Can Help Me Prepare for a DRE Audit?

Who Can Help Me Prepare for a DRE Audit? If you manage rental properties, a DRE audit is not a matter of if but when. The Department of Real Estate (DRE) regularly reviews property managers to verify that funds are handled properly, trust accounts are reconciled, and financial statements follow both GAAP and industry compliance […]

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