About Us

We combine expert accounting and tax services with deep property management software knowledge to help you save time and succeed. Learn more below.

WHO ARE WE?

We’re CPAs specializing in property management, real estate, and the software property managers rely on. Whether you’re a property manager with a great CPA who doesn’t fully utilize your software, or you know the software but struggle with accounting and taxes, we’re here to fill the gaps. Our team bridges the divide between financial expertise and software optimization, ensuring you save money, streamline operations, and get the most out of your systems.

Our Mission

To help property managers succeed by combining expert financial services with deep knowledge of property management software. We aim to simplify operations, optimize resources, and provide the support needed to thrive in every aspect of their business.

Our Vision

At Balanced Asset Solutions, we believe technology can enhance your business and its operation. We want to assist your business in fully utilizing everything that technology has to offer so you can get back to the things that matter.

Our Values

Each business has its own specific needs and requires customized solutions. Our team understands this and works diligently to achieve each and every goal you have for your business.

OUR PROCESS

Our streamlined process will ensure a smooth transition for you.

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Submit a Form

Fill out a quick form on our website to get started.

discovery call

Discovery Call

We’ll schedule a call to learn about your current operations and goals.

questionaire

Questionnaire

Complete our questionnaire to help us understand the full scope of your needs.

proposal

Customized Proposal

We calculate the required hours and scope, then provide a flat-fee proposal—no hourly surprises.

kickoff call

Kickoff Call

Once the proposal is signed, we’ll have a kickoff call to review the plan and begin the project or service.