Migration

  • Core Data Migration
    • Tenant, owners, vendors records
    • Property & unit information
    • Security deposits
  • Financial Data Migration
    • Trial balance entry across all properties
    • Trust Account balance entry
    • Balanced bank reconciliation as of new go live date
    • Reporting cohesiveness

Financial Reset

  • Trial balance entry across all properties 
  • Balanced bank reconciliation as of new go live date
  • Full reporting Cohesiveness

Portfolio Growth

Adding a large property, or do you have a need to duplicate a property in order to run a second set of financials? We can help!

  • Property & Unit Additions
    • Full property & unit entry 
    • Tenants
    • Security deposit liabilities
    • Bank account setup
    • Trial Balance Entry
    • Full reporting cohesiveness