Property Management Bookkeeping Experts

Secure, virtual solutions customized for your business growth.

WE INTEGRATE WITH THE TOOLS YOU USE

& more

About Us

Here at Streamlined Systems & Solutions, we take pride in providing Property Management Accounting and Consulting services that streamline your business operations to achieve maximum efficiency. Our approach is to create a connected software application system for easy data flow and analysis. With our automated approach, we can provide more value-added services, such as KPI tracking for your team, benchmarking against industry averages, financial forecasting, and consulting services centered around efficiency. Our primary goal is to bring more transparency to your business operations, allowing you to make informed decisions and focus on growing your business.

What We Do

Comprehensive bookkeeping and consulting solutions for property managers.

Catch-Up & Clean-up Bookkeeping

We can catch-up your bookkeeping and reconciliations, as well as assist with clean-up work to correct errors and issues in your accounting system.

Business Partnership Package

AppFolio Property Management Bookkeeping, Quickbooks or Xero Corporate Bookkeeping, Monthly Financial & KPI Reporting, Forecasting, & Payroll Administration (Quickbooks or Gusto)

Association Bookkeeping

Consulting Services:

Process Consulting, AppFolio Optimization, and Automation Implementation

Short-Term Rental Bookkeeping in AppFolio:

We input the rental activity into AppFolio from common short-term rental platforms. We will rely on the client to provide the necessary reports

Operational Support in the following areas:

Bookkeeping Basics:

How It Works

Step 01

Schedule a discovery call

We will learn about your business, your team, and your challenges. We will also review our pricing structure, our approach, and we will answer any questions you may have. This call helps us both to know if we are a good fit to work together.

Step 02

Financial Review

We will review your AppFolio & Quickbooks Online to flag any major items requiring attention, and note if there is no issue preventing us from moving forward.

Step 03

Onboarding

We will set up a dedicated Slack account so that we can begin communicating with you and your team. The Slack account will also include a Kanban system so that your team may submit requests and see them tracked to completion. We will also establish a secure client portal for you to securely share files, and streamline how we communicate. Last, we will also set up a recurring meeting schedule to work through the entire onboarding process.

Step 04

Better bookkeeping and reporting

Once the onboarding phase is complete, you can start benefitting from expert guidance, better bookkeeping, and customized reporting!

What Clients Say

James Cargile, the Owner of Streamlined Systems and Solutions, has done an incredible job as a consultant for my company, True Blue Home Rentals. With his guidance and expertise, we have set ourselves up to run extremely efficiently and scale for growth, all while continuing to improve our levels of service to our Clients and make it easier for our team to perform.

Matt M – Charleston, SC

I’ve had a wonderful experience working with this company! Highly recommend.

Madison C – Charleston, SC

James has been a critical part of our Company’s accounting success. I have hired a few different accountants, and none of them have provided anywhere near the level of care and communication. I appreciate his responsiveness, proactive problem solving, and dedication to making processes as streamlined and clear as possible. He ensures that accounting processes are not just “done” but done correctly. I thoroughly enjoy my interactions with James and appreciate the kindness he shows both me and our SCUDO Property Management team.

Brittney O – Overland Park, KS

Property Management Accounting Blogs

Stay updated with the latest trends in property accounting, automation, and industry regulations.
Insights

QuickBooks for Property Management: How to Use It

Discover the best practices for setting up your chart of accounts for diverse property portfolios…
Strategy

Leads for Property Management: Measuring ROI

Learn how to track the true cost of acquisition and optimize your marketing spend for better retention…
Technology

CRM for Property Management: Retention Strategies

Explore the top CRM systems designed specifically to handle the tenant lifecycle and leasing workflows…

Common Questions About Our Bookkeeping Services

Yes! We only require you provide a 30-day notice, and we end services on the last day of the termination month.
We offer AppFolio consulting, which has helped many of our clients optimize their entire property management operations—especially since much of the operations in AppFolio affects the accounting. We can help you optimize AppFolio in leasing and maintenance, as well as customize the configurations to best suit your needs. With our forecasting, modeling, and KPI analysis, we can assist with business decisions and provide critical information. Our most successful partnerships are where we become your non-equity business partner.
Yes! If you operate in the U.S., we can serve you.
We specialize in AppFolio and QuickBooks Online. As experts in these platforms, we can both help you understand them better, and we know how to optimize and integrate them with other tools to provide a truly exceptional reporting and information experience.
We work with your team to gain access to the necessary information to enter the short-term rental activity from your other platforms (Airbnb, Uplisting, etc.) into AppFolio. This allows consolidated reporting, 1099 filing, vendor and homeowner payments, and the benefit of AppFolio’s resources.
We provide bookkeeping services to associations with shared common ownership (condominiums, townhomes, etc.). We will reconcile your bank accounts, handle your accounts receivable and accounts payable, assist with budgeting, send out notices for delinquencies, publish monthly reports to the board, and provide support by providing insights and answering questions.