AppFolio Property Manager (APM) is one of the most powerful all-in-one platforms in the property management space , but unlocking its full potential isn’t always straightforward. Whether you’re new to APM or several years in, chances are you’ve hit a point where you’ve thought, “There has to be a better way to do this.” That’s exactly where Balanced Asset Solutions comes in.

We provide CPA-backed AppFolio consulting that helps property managers get the most out of their software , from day-to-day accounting and leasing to deep-dive automation, reporting, and long-term financial strategy. If you’re searching for APM help that’s practical, expert-led, and tailored to your business, you’re in the right place.

Turn AppFolio Into Your Competitive Edge

At Balanced Asset Solutions, we believe APM shouldn’t just be a tool you use , it should be a competitive advantage you leverage. Our team of experienced CPAs and property management experts helps you tap into every corner of AppFolio’s functionality so your operations become more efficient, more profitable, and less stressful.

Whether you’re looking for help with setup, accounting cleanup, process automation, or team training, our experts step in as an extension of your team , ready to streamline your operations from the inside out.

Where Property Managers Usually Get Stuck in APM

You’re not alone if you’ve run into one of these common pain points with AppFolio:

• Reports that don’t make sense (or don’t match your books)
• Workflows that eat up too much time or lead to errors
• Onboarding new staff who can’t navigate the system
• Messy lease templates or marketing setups
• An inbox full of missed automation opportunities

Most teams just need a bit of help turning APM into a system that actually fits their business , not a one-size-fits-all setup. That’s where our targeted support makes the difference.

Our AppFolio Consulting Services at a Glance

Balanced Asset Solutions offers end-to-end AppFolio support , designed for real property management teams juggling real challenges.

✅ CFO Management & Oversight

Need more than bookkeeping? We offer CPA-driven financial management tailored to property management, including:

• Full-service accounting & bookkeeping
• Tax strategy and audit support
• Monthly reporting and financial analysis
• Trusted oversight without hiring a full-time CFO

✅ Accounting & Bookkeeping Help

We help you configure and clean up APM’s accounting tools for reliable reporting, bank reconciliation, and compliance:

• Monthly closings, reconciliations, and GL clean-up
• Accounting setup or reconfiguration
• Audit readiness and tax-time preparation

✅ Marketing, Leasing & Maintenance Optimization

Let’s turn AppFolio into a leasing machine and a maintenance coordinator:

• Streamline leasing with AI tools and virtual showing workflows
• Optimize online applications and vacancy tracking
• Set up marketing automation and configure lead-to-lease reporting

✅ Automation & Integration Support

Why do repetitive tasks manually? We help you:

• Automate leasing, renewals, reporting, and reminders
• Integrate AppFolio with your other systems
• Create custom workflows that save your team hours per week

✅ Implementation & Data Migration

Starting from scratch or migrating from another platform?

• Custom AppFolio setup to fit your property portfolio
• Financial reconciliation and legacy data migration
• Hands-on training for you and your staff

✅ Ongoing Support & Optimization

We don’t disappear after setup.

• Flexible training for new hires or changing roles
• Quarterly audits to catch inefficiencies
• Ongoing consulting to keep your system sharp

Why Work With Balanced Asset Solutions?

You could spend weeks trying to figure out what report is broken, why a lease didn’t trigger correctly, or how to automate a renewal flow. Or , you could bring in a partner who’s done it hundreds of times before.

Here’s what sets us apart:

• We’re CPA-backed. That means real accounting expertise, not just system support.
• We’re AppFolio-focused. We know the platform inside and out.
• We’re people-first. Our consulting is collaborative, hands-on, and never cookie-cutter.
• We’re here for the long haul. Whether it’s a one-time fix or ongoing partnership, we scale to your needs.

Let’s Make APM Work for You , Not the Other Way Around

AppFolio has the tools , Balanced Asset Solutions helps you actually use them. If you’ve been searching for APM help, it’s time to stop spinning your wheels and start working smarter.

Whether you’re a small shop managing 200 doors or an enterprise team with a complex portfolio, we’ll meet you where you are and help you get where you want to go.