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Our Services

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Business Meeting

Property Management Corporate Reporting
 

QuickBooks Online or Xero
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  • Monthly financials with notes and observations

  • Custom visuals (charts, graphs, etc)

  • Optional KPI tracking

Expert Guidance

Campaign Pitch
Business Partnership Package:


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

  • Accounts receivable

  • Accounts payable

  • General ledger maintenance

  • Monthly reconciliations in Appfolio & Quickbooks Online

  • Monthly property owner payments & statements through Appfolio

  • 1099 filings in Appfolio & Quickbooks Online

  • Assistance with payroll administration

  • Monthly dashboard style reporting pack with financials, KPIs (custom or industry specific), custom charts & graphs, and observations & notes

  • Financial forecasting 

The Path to Success

Businessman
Consulting Services:


Process Consulting & Automation Implementation 

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  • A great add-on service for existing accounting clients

  • The more we get to know your business, the better we are able to help with customized solutions to streamline and automate your processes

A Comprehensive Approach

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