AppFolio Consulting Services
Maximize the Power of AppFolio
Our experienced CPAs specialize in AppFolio setup, optimization, and training. Whether it’s accounting, marketing, maintenance, or leasing, we’ll help you make the most of AppFolio’s features and simplify your property management.
We fully manage your financials, from bookkeeping and accounting to tax optimization and audits, ensuring compliance and driving greater profitability for your business.
- CFO-level and CPA-driven accounting specific to property management
- Complete support for taxes and audits
- Full end to end management of financials
Streamline your finances with AppFolio’s integrated tools.
- Configure AppFolio’s accounting features for accurate financial tracking
- Monthly reporting, bank reconciliations, and accounting cleanup
- Tailored strategies for financial compliance and tax preparation
Boost occupancy rates with AppFolio’s powerful leasing tools. Simplify maintenance operations.
- Use AI leasing assistants to streamline the rental process
- Optimize online applications, virtual showings, and vacancy tracking
- Configure marketing automation to maximize property exposure
Save time and reduce errors with AppFolio’s automation capabilities.
- Automate workflows for leasing, renewals, and reporting
- Integrate AppFolio with other tools to enhance functionality
- Customize features to streamline your daily operations
- Let a robot take care of the easy mundane tasks
Implementation Services
Set up or optimize AppFolio.
- Custom implementation to align with your business needs
- Financial reconciliation and migration of data from legacy systems
- Training to ensure your team feels confident and prepared
Ongoing Support & Optimization
Continuous guidance to make the most of AppFolio.
- Flexible training sessions for your team’s specific needs
- Regular system audits to find and implement improvements
- Dedicated support to troubleshoot and enhance your setup
OUR PROCESS
Our streamlined process will ensure a smooth transition for you.
Submit a Form
Fill out a quick form on our website to get started.
Discovery Call
We’ll schedule a call to learn about your current operations and goals.
Questionnaire
Complete our questionnaire to help us understand the full scope of your needs.
Customized Proposal
We calculate the required hours and scope, then provide a flat-fee proposal—no hourly surprises.
Kickoff Call
Once the proposal is signed, we’ll have a kickoff call to review the plan and begin the project or service.