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Affordable Housing Consulting & Software Optimization

Guidance to ensure compliance, streamline operations, and maximize efficiency in affordable housing property management.

Talk to an Expert

Affordable Housing Consulting Services

Navigate Compliance, Optimize Technology, and Strengthen Your Operations

Managing affordable housing comes with complex compliance requirements, evolving regulations, and operational challenges. Our CPA-led team specializes in property management software and financial oversight, ensuring you stay compliant while running a more efficient and profitable business.

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  • Ensure seamless compliance with HUD, LIHTC, Section 8, and state-specific affordable housing programs
  • Streamline HOTMA implementation and ongoing regulatory changes
  • Automate and simplify Tenant Income Certifications (TICs), HAP Requests, and subsidy tracking
  • Maintain accurate rent limits, income limits, utility allowances, and unit set-asides

  • Expert consulting on Yardi Voyager, AppFolio, RealPage, and other platforms
  • Optimize workflow automation for lease-ups, tenant certifications, move-ins/move-outs, and financial reporting
  • Configure role-based security and permissions to protect compliance-sensitive data
  • Integrate RentCafe Affordable Housing, ScreeningWorks Pro, Yardi Payment Processing, and other add-ons

  • Full-service CPA-backed accounting & bookkeeping for affordable housing
  • Bank reconciliation, budget forecasting, and financial compliance reporting
  • Optimize subsidized vs. tenant-paid transaction tracking
  • Reconcile security deposits, rent roll, and compliance audit records

Save time and reduce errors with AppFolio’s automation capabilities.

  • Improve efficiency in tenant applications, vendor management, and lease administration
  • Automate maintenance tracking, work orders, and purchase approvals
  • Identify cost-saving strategies through financial and operational audits
  • Centralize all affordable and market-rate properties on one system
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Why Work With Us?

  • Industry Experts: CPAs with deep expertise in property management software and affordable housing compliance
  • End-to-End Support: From initial setup to ongoing financial and compliance oversight
  • Audit-Proof Your Business: Proactive consulting to reduce compliance risk and improve reporting accuracy
  • Proven Software Knowledge: Former Yardi and AppFolio employees guiding implementation and optimization
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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.

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Discovery Call

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

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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.

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Kickoff Call

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