Book Consultation

AppFolio Consultant

CPA-backed consulting designed to help you fully utilize AppFolio’s property management software. From AppFolio accounting to bookkeeping and property leasing, AppFolio creates a smarter, more profitable property management business.

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Map, Measure & Automate

AppFolio Consulting Services

Maximize the Power of AppFolio Bookkeeping. Our team of AppFolio experts at Balanced Asset Solutions specialize in setup, optimization, and training property owners with efficiency. Whether it’s accounting, marketing, maintenance, or leasing, our team helps property managers make the most of AppFolio’s real estate industry features and simplify property management business operations.

Focus on Growth. We will Handle the Numbers.

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

CFO Management & Oversight

Our team of AppFolio experts fully manage real estate investor’s financials, from bookkeeping and accounting to tax optimization and audits, ensuring compliance and driving greater profitability for property manager business operations.

  • CFO-level and CPA-driven accounting software specific to property management companies
  • Complete support for clients with AppFolio bookkeeping, including taxes, accounts payable, and audits
  • Full end to end management of your business financials

Accounting & Bookkeeping

Streamline your business’s finances with AppFolio’s bookkeeping services.

  • Configure AppFolio’s accounting processes for compliance and accurate financial tracking
  • Monthly AppFolio bookkeeping, reporting, bank reconciliations, and accounting cleanup all in one AppFolio account
  • Tailored strategies for property managers’ financial compliance and tax preparation

Marketing, Leasing & Maintenance Optimization

Boost occupancy rates with AppFolio’s powerful leasing services. Simplify maintenance operations.

  • Use AI leasing assistants to streamline the rental process
  • Optimize online applications, virtual showings, and vacancy tracking
  • Configure marketing automation to maximize property exposure

Automation & Integration Support

Save time and reduce errors with AppFolio’s automation capabilities.

  • Automate workflows for leasing, renewals, and reporting
  • Integrate AppFolio with other tools to enhance functionality
  • Customize features to streamline your daily property management operations
  • Let a robot take care of the easy mundane tasks
AppFolio Solutions Partner

AppFolio Consulting Services

Implementation Services

Set up or optimize AppFolio.

  • Custom AppFolio account implementation to align with your PM software needs
  • Financial reconciliation and migration of data from legacy systems
  • Training to ensure your team feels confident and prepared

Ongoing Support & Optimization

Continuous guidance to make the most of AppFolio.

  • Flexible training sessions for your team’s accounting needs
  • Regular system audits to find and implement improvements
  • Dedicated support to troubleshoot and enhance your setup

Our Process

Our streamlined process will ensure a smooth transition for you.

Submit a Form

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

Discovery Call

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

Questionnaire

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

Customized Proposal

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

Kickoff Call

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

Need Help? Speak to Our Experts
● Yardi ● AppFolio ● RealPage ● MRI Software ● Entrata

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Book a free consultation with our experts and see exactly where performance is being left on the table.

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