I'm Ready to Help You With:
Appfolio Reconciliation, Oversight & Support
Things I do for clients to help with property accounting include:
➡️Clean up and reconcile historical data
➡️Monitor the diagnostic page and other areas of Appfolio to watch for errors
➡️Troubleshoot and correct errors
➡️Train on how to avoid common errors
➡️Reconcile bank accounts at month-end
➡️Soft reconcile bank accounts throughout the month as needed
➡️Provide support for accounting questions related to Appfolio
➡️Confirm vendor 1099 info is tracked correctly throughout the year
➡️Confirm owner 1099 info is entered correctly as new properties onboard
➡️Prepare and issue vendor and owner 1099s at year-end
➡️Other customized services available
QuickBooks Online
Bookkeeping, Reporting & Support
Things I do for clients to help with management company books include:
✅Past periods catch-up/clean-up
✅Routine bookkeeping (recording transactions)
✅Reconciliation of bank, credit card, and loan escrow accounts
✅Tracking assets and loans
✅Monthly financial reporting
✅KPI tracking and reporting
✅Budget creation and tracking
✅Payroll support and integration
✅1099 vendor tracking and preparation
✅Year-end package for tax preparer
Pricing
I offer a free consultation where I review your current books and we work together to create a package of services that meets the needs and budget of your particular business.