From Signup to
First Close in 7 Days
A seamless onboarding process designed to get you off the books and back to managing properties. No disruption to your operations, no steep learning curves, no long implementation timelines.
Step by Step, Day by Day
Here's exactly what happens from the moment you sign up to the moment your first close package lands in your inbox.
Discovery Call & Access Setup
We talk through your portfolio, current pain points, and goals. You grant us accountant-level access to AppFolio. No software installs needed.
Book Review & Cleanup Assessment
We audit your current books: open items, reconciliation status, chart of accounts structure. If cleanup is needed, we scope and quote it separately.
Live on Your Books
We’re in AppFolio and working. Transactions being entered, vendors coded, recurring items set up. You’ll see activity from day one.
Monthly Rhythm
Every month: transactions entered, banks reconciled, owner statements generated, reports delivered. You review and approve.
What We Need From You vs What We Handle
Your involvement is minimal by design. We do the heavy lifting so you don't have to.
What we need from you
- AppFolio accountant access
- Bank feed connections active
- 30 minutes for a kickoff call
- Monthly review & approval (~15 min)
Total time commitment: ~45 minutes upfront, ~15 minutes per month ongoing
What we handle
- All transaction entry & coding
- Bank reconciliations
- Owner statement generation
- Financial reporting
- Vendor bill entry
- Trust accounting
- Year-end & 1099 prep
Everything else is on us. You stay informed, not involved.
Your Monthly Cadence
Not weekly sprints — date-based commitments. Every client knows exactly when things happen and why.
Vendor Payouts
Vendor bills reviewed and paid every week. No backlog, no late vendor payments, no scrambling at month-end.
Bank Recs + Prior Period Close
All bank and trust accounts reconciled. Prior period closed out, books locked, diagnostics run before anything goes to owners.
Owner Distributions + Mgmt Fees
Owner distributions processed and management fee payouts made on or before the 10th — first of two runs each month.
Owner Statements Out
Diagnostics verified, statements reviewed, then pushed to owners through AppFolio. Nothing goes out until the books balance.
Second Distributions + Mgmt Fees
Second owner distribution run and management fee payout at month-end. Diagnostics re-run and confirmed before release.
Direct AppFolio Expert Access
US-based AppFolio expert assigned to your account. Direct line, real answers. Plus access to our AppFolio Help Bot for instant support.
Same dates. Same process. Every single month. Your owners always know when to expect their statements — because we never miss.
Ready to Get Started?
Pick a plan that fits your portfolio. We'll handle the rest from Day 1.