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Hire a controller that knows your accounting system!

We specialize in Appfolio for your managed properties and QBO for your PM company.

Outsourced Accountant

This is our standard level of service and works great for your startup or small property management business. Hire us as an accountant for your managed properties and associations in Appfolio as well as your company books in QuickBooks Online. You will have your monthly financials ready on the 15th of the following month!

Pricing starts at $1,250

Appfolio for your managed properties and associations:

  • Client Trust Account bank reconciliations
  • Security Deposit bank account reconciliations
  • Month-end entries
  • Property Balance Sheet and Income Statement
  • Vendor set-up and 1099 tracking

QBO & Gusto for your Corporate or Partnership company books:

  • Bank reconciliations
  • Management fee income review
  • Reconciliations of credit cards, loan balances and other balance sheet accounts
  • Month-end journal entries
  • Monthly financial statements
  • Tax-ready financial statements at year-end

Add-on services:

  • Appfolio bill-pay
  • Bill.com bill-pay for corporate expenses
  • Payroll management (we use Gusto)
  • E-filing 1099s

Outsourced Controller

Do you have a growing business but are not ready to pay the cost of a full-time Controller? At a fraction of the cost, hire experienced support for month-end close, financial statements, and HUD or financial statement audit support. We have experienced CPA’s on our team. 

Pricing starts at $2,500

Appfolio for your managed properties and associations:

  • Oversight of property bookkeepers and assistance with issues
  • Month-end close process
  • Review of the property financial statements

QBO & Gusto for your Corporate or Partnership company books:

  • Monthend close and recommendations for process improvements
  • Monthly financial statements review
  • Monthly or Quarterly Meetings to go over financial results
  • Tax Ready financial statement at year-end

Add-on services:

  • Payroll management (we use Gusto)
  • HUD financial statement audit support
  • Semi-annual cash surplus calculations (HUD)
  • Replace reserve transfer forms (HUD)
  • Financial statement audit support

Consultant

Consulting for your one-time project. Keep your resources focused on your business – let us assist you with our expertise in Appfolio Accounting!

Appfolio

  • Appfolio migration
  • Onboarding accounting for new properties and HOAs
  • GL Maps
  • Accounting clean-up
  • Back log of bank reconciliations
  • Training staff
  • Keeping attachments and records in Appfolio to support your audit requirements