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AppFolio Experts

The AppFolio Bookkeeping Specialists

We don't just use AppFolio — we live in it. Our entire practice is built around AppFolio's property management platform, so your books are handled by people who know every screen, every workflow, and every shortcut.

AppFolio-native workflowsTrust accounting expertsPM-specific GL coding
Why AppFolio

The Gold Standard for PM Bookkeeping

AppFolio isn't just another accounting tool — it's the platform built from the ground up for property management. Here's why it matters for your books.

Trust Accounting Built In

AppFolio separates trust and operating ledgers at the platform level. We leverage that architecture to keep your books clean, compliant, and audit-ready from day one.

Owner Portal Integration

Statements, distributions, and year-end docs flow directly through the owner portal. We make sure the numbers behind those reports are bulletproof before they go out.

GL That Maps to PM

AppFolio's general ledger is purpose-built for property management — not retrofitted. We code every transaction to the right property, the right fund, the right period.

Bank Feed Reconciliation

Native bank feeds mean real-time transaction matching. We reconcile daily so discrepancies surface immediately — not at month-end when it's too late to fix cleanly.

Our Expertise

Deep AppFolio Knowledge, Applied to Your Books

Generic bookkeepers learn your software on your dime. We already know AppFolio inside and out — every module, every report, every compliance requirement specific to property management accounting.

Chart of accounts designed specifically for property management
Trust vs. operating fund segregation and compliance
Owner portal statement generation and delivery
AppFolio bank reconciliation workflows
GL coding specific to property management operations
Audit-ready records using AppFolio's native tools
Platform Mastery

AppFolio Features We Leverage

We use every relevant feature AppFolio offers — so you get the full value of the platform without needing to become an expert yourself.

Management Reports

Portfolio-wide and property-level financials generated on your schedule.

Owner Portal

Statements and documents delivered directly to owners without manual uploads.

Bank Feeds

Real-time transaction imports matched and reconciled daily.

Trust Accounting Module

Compliant trust ledger management with proper segregation and audit trails.

1099 E-Filing

Year-end vendor filings prepared and submitted using AppFolio's built-in tools.

Vendor Bills

Bill entry, approval workflows, and payment processing — all inside AppFolio.

Property-Level P&Ls

Income and expense reporting broken out by property, owner, and fund.

Smart Bill Entry

Vendor invoices matched, amounts pre-coded, and pushed through AppFolio's approval workflow automatically.

Auto-Reconcile

Bank feeds matched against AppFolio transactions automatically — exceptions flagged, clean books every month.

Ready to Hand Off Your AppFolio Books?

Stop wrestling with reconciliations, owner statements, and month-end close. Let a team that specializes in AppFolio handle it — so you can focus on managing properties.