Property Management Accounting Services

Measure, Map & Automate

Accounting and bookkeeping for property managers.

Our CPA team provides end-to-end property management accounting support including bookkeeping, reconciliations, trust accounting, and audit preparation. We combine deep real-estate experience with accounting precision to help property managers stay compliant, profitable, and ready for audits year-round.

Focus on Growth. We will Handle the Numbers.

From bookkeeping to tax optimization, we handle every aspect of your finances so you can focus on growing your business.

Build a clean, compliant foundation for every financial process.

Migrate all properties, units, tenants, vendors, and owners into your accounting platform
Establish standardized charts of accounts, intercompany structures, and trust accounting setups
Import historical balances, ledgers, and reconciliations with complete accuracy
Configure user roles, permissions, and audit controls to ensure accounting integrity
Validate and test reporting structures to guarantee reliable financial data

Perform detailed three-way trust reconciliations across all accounts
Verify and correct A/R, A/P, and security deposit balances at both tenant and portfolio level
Identify and resolve historical discrepancies to eliminate financial risk
Maintain full GAAP and DRE compliance with CPA-led oversight
Deliver clean, audit-ready financials that reflect true portfolio performance

Transform raw data into visibility, control, and confidence.

Develop customized owner packets, dashboards, and portfolio-level reporting
Generate monthly and quarterly statements that meet investor and audit requirements
Provide variance analysis, rent roll tracking, and balance sheet insights for each property
Conduct ongoing CPA review to ensure accuracy and compliance across all reporting
Align your property management accounting with long-term financial goals and KPIs

Transform raw data into visibility, control, and confidence.

Develop customized owner packets, dashboards, and portfolio-level reporting
Generate monthly and quarterly statements that meet investor and audit requirements
Provide variance analysis, rent roll tracking, and balance sheet insights for each property
Conduct ongoing CPA review to ensure accuracy and compliance across all reporting
Align your property management accounting with long-term financial goals and KPIs

Map, Measure & Automate

Make your accounting systems smarter, faster, and easier to manage.

Configure AppFolio, Yardi, Rentvine, or Buildium for optimal accounting performance
Automate recurring processes like management fees, owner distributions, and renewals
Streamline invoice, approval, and payment workflows to reduce manual errors
Integrate reporting, reminders, and communication tools for greater efficiency
Keep your property management accounting environment scalable and future-proof

Our streamlined process will ensure a smooth transition for you.

Fill out a quick form on our website to get started.

We’ll schedule a call to learn about your current operations and goals.

Complete our questionnaire to help us understand the full scope of your needs.

We calculate the required hours and scope, then provide a flat-fee proposal - no hourly surprises.

Once the proposal is signed, we’ll have a kickoff call to review the plan and begin the project or service.