Archives: Case Studies

Park West, a residential property management firm with 27 units, faced significant challenges in managing their financial operations. They had been struggling with outdated processes, relying on manual Excel spreadsheets for tracking tenant payments and generating financial reports. Despite purchasing Yardi Breeze from another vendor, they had been unable to fully implement or utilize the software for over two years. Park West enlisted the help of Balanced Asset Solutions (BAS) to modernize their operations and optimize financial management.

A property management firm who wished to remain anonymous, faced challenges during Department of Real Estate audits in 2019 & 2020. Despite their efforts to address the flagged issues, their reconciliations were not cleared by the auditor, prompting the need for assistance. They enlisted Balanced Asset Solutions to ensure compliance after the second audit in 2020.

Narrow Road Group, a leader in the real estate industry, launched a strategic initiative to improve its financial management systems. Seeing the opportunity to make operations smoother and more transparent, the company aimed to refine its financial processes and improve its internal and external financial reporting.

Balanced Asset Solutions boosted HOA.works’ online presence and lead generation through comprehensive digital marketing strategies, significantly impacting their sales and marketing efficiency.

Balanced Asset Solutions partnered with FishHawk Ranch West to enhance financial management and optimize their use of AppFolio, streamlining operations for their volunteer board.

In a strategic move to enhance their financial operations, Acquira partnered with BAS to help implement Yardi Breeze Premier, significantly improving accuracy and efficiency.