Services
Bookkeeping Services We Offer
Monthly Bookkeeping:
- Categorizing income & expenses
- Monthly financial reports
- Property-level tracking
Trust Accounting & 3-Way Reconciliations:
- Trust bank reconciliation
- Compliance reports
Clean-Up & Diagnostics:
- Fixuncategorized/misclassified transactions
- Rebuild accurate reports
Bank Reconciliations:
- Operating & trust account reconciliation
- Error checks & corrections
Financial Reporting:
- Monthly & quarterly reports
- Owner-ready statements
AppFolio Onboarding (Optional):
- Chart of accounts setup
- Ledger configuration & training
Flat Rate: $25/hour. No packages. No surprises.
How It Works
How Our AppFolio Bookkeeping Process Works.
We’ve made it simple and stress-free to get started—no contracts, no confusion.
Step 1
Schedule a Free Call
Use our Calendly link to book a consultation. We’ll learn about your portfolio and bookkeeping goals.
Step 2
Easy Onboarding
Secure access to your AppFolio. Review books. Set the plan.
Step 3
We Do the Work
You get clean books, reconciliations, and reports—done right.
Step 4
You Stay in Control
We send CPA-reviewed reports. You stay audit-ready.
We send CPA-reviewed reports. You stay audit-ready.
Ready to Get Started? Book your free consultation on Calendly.
