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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.

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Property Management Accounting Blogs

From Tour to Lease: How to Close the Gaps in Your Leasing Workflow

High interest but low conversion. Scheduled tours followed by silence. Incomplete CRM records. These are symptoms of a broken leasing process that affects property managers everywhere. Closing the gap between a property tour and a signed lease requires structure, accountability, and the right tools. In this article, we walk through common drop-off points in the […]

How to Set Up Segregated Accounting for Multiple Owners or Properties

When you’re managing properties for multiple owners, keeping their finances cleanly separated is not just a best practice. It’s a compliance requirement. Mixing funds, even accidentally, can lead to audit issues, legal trouble, and a loss of trust with your clients. Segregated accounting is the foundation for transparency, accountability, and clean books. In this blog, […]

How to Use Property Management Reports to Drive Better Decisions

Property management involves a constant flow of information: rent collection, maintenance costs, occupancy rates, vendor payments, and more. With the right reporting tools, you can turn that information into insight. But too often, reports are ignored, misunderstood, or used reactively rather than proactively. In this blog, we’ll explore how property managers can use reporting features […]

We pride ourselves in being flexible by working with all major property management software platforms.