NOT YOUR AVERAGE CPAs 
We help your property management business thrive with expert support in finance, accounting, operations, and technology.
HOW WE CAN HELP
Our tech-focused consulting makes property management easier, helping you scale with confidence.
TRUSTED BY 350+ CLIENTS IN OVER 35 STATES
Supporting property managers nationwide with proven results and measurable impact.
“Our company owns a commercial portfolio and employed Balanced Asset Solutions as a consultant for our Yardi Voyager implementation. Time was of the essence and they worked diligently ensuring we were operational in less than two months during the busy holiday season [from November to January]. The staff made this transition seamless and demonstrated strong communication skills during the process. We found their team to be the consummate business consulting professional as they knew how to ease everyone during the implementation cycle. They were and continue to be diligent about collecting information and insist on developing accounting best practices. As a result of this positive experience, we have retained and continue to utilize BAS for support and consulting services and they continue to provide excellent service. It was and continues to be a pleasure working with BAS.”
– HG Brown & Associates, LLC
85% reduction in time to compile statements and 30% increase in Commercial Cafe adoption
– SKN Properties
“Balanced Asset Solutions is an indispensable resource and partner to our multi family property owners and property management team.”
– WH Long Properties
“BAS helps me fully leverage what Yardi Breeze Premiere offers”
– Wheelhouse Property, LLC
“Balanced Asset Solutions worked with our firm as a consultant in successfully implementing Yardi Breeze. The team’s advice as an implementation/business consultant has allowed our organization to streamline our day to day operations. Their eye for detail has helped us to implement changes to our policies that have made our organization more efficient and profitable. We can assure you that BAS is dedicated to their customers in ensuring they work out details of complex implementations. Without their help, our organization would not have been able to implement Breeze so efficiently.”
– Wing Shing LLC
OUR SERVICES
Focused support for property managers, offering expert guidance in finance, accounting, compliance, operational efficiency, and software optimization.
Financial Oversight
Gain CFO-level guidance to improve financial health, streamline processes, and support growth.
Accounting & Bookkeeping
Specialized property management accounting that ensures accuracy, compliance, and peace of mind.
Forensic Accounting
In-depth analysis and reporting to uncover financial discrepancies and maintain trust in your finances.
Taxes
Specialized property management tax support to minimize liabilities, ensure compliance, and maximize deductions specific to your industry.
AppFolio Consulting
Maximize your investment in AppFolio with expert guidance from former AppFolio employees, providing advanced setup, optimization, and training beyond standard bookkeeping.
Yardi Consulting
Leverage Yardi’s full potential with insights from former Yardi employees, offering customized support across any module.
Implementation
Seamlessly integrate new software with expert-led onboarding that brings over clean books and supports any module or automation to fit your business needs.
Operational Consulting
Identify and improve business processes across marketing, leasing, finance, and growth to enhance efficiency, reduce costs, and drive success.
Robotic Process Automation
Use a robot to automate repetitive tasks to save time, reduce errors, and focus on high-value work.
WHO WE ARE
We’re CPAs specializing in property management and real estate, combining deep expertise in software, operations, and financial optimization. With leadership from former AppFolio and Yardi employees and insights from property management experts, we fill every gap to help property managers streamline operations, save time, and maximize profitability.
