Finance Automation for
Property Managers
Common Accounting Challenges for PMs
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Complexity of Tasks
Entering invoices is not only time-consuming, but it also comes with a real monetary opportunity cost.
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Limited Task Automation
It prevents you from streamlining your workflow and slows you down when making decisions.
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Tedious Closings
Delays on month-end closing by weeks, while your current month keeps piling up.
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Owners Distributions
You don't pass on the full actual value each month, due to unrecognized expenses and income
Our competitive advantage
People and Families come Before Numbers
We are accountants, financial professionals, and programmers with over 3.5 years of experience in accounting for property managers.
We have expertise in specialized accounting software, as well as in best accounting practices that add value to your investors’ investments.
But we are more than that. We believe in people and in treating others with humanity above all else.
We know that behind all these numbers are families looking to build a home, and we always keep that in mind when setting our goals.
Frequently
Asked
Questions
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We believe in providing value to your company in an honest and responsible manner, which is why we set a fee based on the complexity of your properties. You can request a free preliminary assessment to get an estimate.
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It is of vital importance to us to adapt to your needs, which is why we discuss venodrsand tenant management during our meetings, reaching an agreement that improves workflow for both parties
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We do not manage accounts or operations where actual transactions can be made. We adhere to the highest standards of IT security and never store your data.
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AP and AR reconciliation, bank reconciliations, preparation of financial statements, MI/MO audits, month-end closings, and business intelligence. This allows you to focus on other property management tasks.
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We can create and add value by saving you the time and expense of hiring accounting and financial staff, as well as sparing you the hassle involved in onboarding a new team, implementing policies, and verifying accounting information.
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First, we meet to clarify expectations and get to know the human part in your organization. Then we conduct a brief review of your current financial records. Finally, in our final due diligence, we present an action plan and outline the benefits.