Our Services
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Expert Guidance
Property Management Corporate Reporting:
​QuickBooks Online or Xero
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Monthly financials with notes and observations
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Custom visuals (charts, graphs, etc)
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Optional KPI tracking
The Path to Success
Business Partnership Package:
AppFolio Property Management Bookkeeping, QuickBooks Corporate Bookkeeping, Monthly Financial & KPI Reporting, Forecasting, & Payroll Administration (Intuit or Gusto)
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Accounts receivable
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Accounts payable
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General ledger maintenance
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Monthly reconciliations in Appfolio & QuickBooks Online
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Monthly property owner payments & statements through AppFolio
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1099 filings in AppFolio & QuickBooks Online
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Assistance with payroll administration
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Monthly dashboard style reporting pack with financials, KPIs (custom or industry specific), custom charts & graphs, and observations & notes
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Financial forecasting
A Comprehensive Approach
Consulting Services:
Process Consulting & Automation Implementation
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A great add-on service for existing accounting clients
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The more we get to know your business, the better we are able to help with customized solutions to streamline and automate your processes