Your free database review starts here.
Fill out the form and we'll set up your free consultation: we connect to your AppFolio, Buildium, Rentvine, Propertyware, or QuickBooks Online database, go through it live with you, and send a written action plan. Free, no commitment.
Hours
Sat & Sun - Closed
If any of these sound familiar, you're in the right place.
Your books are messy or behind
You suspect trust accounting issues
Reconciliations are off, or haven't been done in a while
Reports don't match reality, or don't make sense
An audit or 1099 season is coming and you're not confident
You're not sure if you need a cleanup, ongoing help, or process fixes
A real look at the parts that get property managers in trouble.
Bank reconciliations
Are your accounts actually reconciled, and how far back do the gaps go?
Trust account balances
Does the money in trust match what your software says you're holding?
Security deposits & liabilities
Deposit and liability balances that don't tie out are the #1 audit red flag.
Owner & property balances
Negative balances, co-mingling, and owner draws that don't add up.
Uncategorized transactions
Lingering unallocated items that quietly distort every report downstream.
Corporate books
Your company-side books in QuickBooks Online, if you want them included.
Reporting & workflow
Whether your reports and monthly process are set up to keep the books clean.
1099 readiness
Whether your vendor data and payments are in shape for filing season.
A written action plan, whether or not you hire us.
The consultation isn't a sales pitch. You leave knowing exactly where your books stand, and the write-up is yours to keep.
Exactly what's wrong, in plain language
What needs fixing first, and what can wait
Whether a cleanup is needed, and roughly how big it is
What ongoing support would look like, if you want it
What your team can reasonably handle internally
Three ways it usually goes. All of them are fine.
A one-time cleanup
We fix what the review found: reconciliations, trust variances, backlog, and all. Then you take it from there.
Trust Bookkeeping
Our flagship full service: payables, receivables, and daily reconciliations handled, so the problems don't come back.
Just the plan
Some teams take the written action plan and handle it internally. That's a fine outcome, and you're welcome to it.
trust-audit pass rate since 2017
property managers served
Google & Trustpilot rating
in your PM software
Frequently asked questions
Is the database review really free?
Yes. The consultation, the live review of your database, and the written action plan are all free, whether or not you hire us afterwards.
What access do you need before the call?
Enough access to your property management software (AppFolio, Buildium, Rentvine, or Propertyware) for us to see the full picture: reports, bank reconciliations, and tenant and owner ledgers. A partial view can hide exactly the problems you'd want us to catch. Most clients set us up as a dedicated user, so access is trackable and easy to revoke, and we'll walk you through it when you book. It takes a few minutes.
Do I have to buy anything after the review?
No. Some teams hire us for a cleanup or ongoing bookkeeping, and some take the written plan and handle it internally. The plan is yours either way.
I already know my books are a mess. Can we skip straight to cleanup?
The review is still the right first step: it's how we scope the cleanup accurately, so the quote reflects what's actually wrong rather than a guess. It's free and it makes everything after it faster.
Which software do you work in?
AppFolio, Buildium, Rentvine, and Propertyware for property management books, plus QuickBooks Online for corporate books.
Can you also handle ongoing bookkeeping after the cleanup?
Yes. Most clients move from cleanup into ongoing bookkeeping, with daily reconciliations and automated daily audit checks that keep the books audit-ready.