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Accounting for Property Management Companies

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Focused support for property managers, offering expert guidance in finance, accounting, compliance, operational efficiency, and software optimization.

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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

AppFolio Permissions Audit: A Practical Role Matrix to Reduce Risk (Without Slowing Your Team)

Most property management teams do not have a “fraud problem.” They have a permissions problem. When too many people can edit sensitive fields, override controls, or post manual adjustments, you end up with: Accidental errors that are hard to unwind Unclear accountability (“who changed that?”) Bottlenecks when the wrong person is the gatekeeper Month end […]

AppFolio Accounting Cleanup: A 30/60/90-Day Plan to Get Clean Financials (and Keep Them Clean)

Key Takeaways Messy AppFolio books are a systems problem, not a single mistake. Inconsistent workflows, partial reconciliations, and ad-hoc fixes compound quietly over time. Cleaning the GL without fixing the process that feeds it guarantees the mess will return. A successful cleanup follows a sequence — not a checklist. Stop the bleeding first, fix the […]

Lead-to-Lease in AppFolio: Where Conversions Drop (and What to Track Weekly)

Key Takeaways Consistency beats complexity. Standardized funnel stages, required outcomes, and clean source labels matter more than advanced dashboards. Most leasing losses happen at a few predictable gates. Tracking the five conversion points weekly reveals where performance actually breaks down. Reasons matter as much as rates. Conversion metrics without reason codes explain what happened, but […]

We pride ourselves in being flexible by working with all major property management software platforms.