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Pricing

Priced for Your Portfolio

We don't publish rates because every portfolio is different. What we do publish: how our pricing works and why it's built to scale with you.

How It Works

Three Principles Behind Every Quote

Flat Monthly Rate

One number, one invoice. Your rate is based on your current portfolio size — number of units, entity structure, complexity. No hourly billing, no transaction fees, no surprise line items.

Growth Forecast Included

Every quote includes projected pricing at 500 and 1,000 units so you can plan ahead. As your portfolio grows, your per-unit cost actually decreases.

We Talk First

Every engagement starts with a 30-minute call. We want to understand your portfolio, where your books stand today, and what you actually need before we quote.

Factors

What Affects Your Rate

Your custom quote is shaped by a handful of straightforward variables.

Number of units under management
Number of bank accounts and entities
Current state of your books (clean vs needs cleanup)
Monthly transaction volume and operational cadence
Trust accounting complexity
Investment

What to Expect

Every quote is custom — based on your portfolio size, transaction volume, and what your books need. We talk first, then we price it. No surprises, no tiers, no guesswork.

One-time book cleanup, if needed, is scoped and quoted separately before we begin.

Included

What's Included in Every Plan

Regardless of your tier, every PM Bookkeeper engagement comes with these essentials.

Dedicated US-based AppFolio expert
Daily transaction entry & smart bill entry
Bank reconciliations by the 10th
Owner statement generation by the 10th
Two distribution + mgmt fee runs/month
Financial reporting package
Direct Slack/email line to your bookkeeper
AppFolio Help BotAI AgentsBETA

Get a Custom Quote

Starts with a quick call. No commitment required. We'll walk through your portfolio and have a quote to you within 24 hours.