Having issues with your Financial Diagnostics report in AppFolio?
Your report may be helpful in providing an organized and easily searchable database, but care and attention is still needed for troubleshooting and fixing errors. Our experts can clean up your report quickly and efficiently.
Clean up your books and become audit-proof.
Detailed resolution of the following discrepancies and more:
Security Deposit Funds Mismatch
Escrow Cash Account Balance Mismatch
Non-Zero Security Clearing Mismatch
Over and Under Collected Management Fees
How our consulting projects work.
Diagnose
Complimentary consultation to review your database with a software expert.
Onboard
Introductory call with your dedicated software consultant.
Clean Up
Our experts begin making corrections in your database.
Check In
Review and discuss corrections with your consultant.
All Done
Debrief call and final tour of your freshly cleaned books.
Stay Clean
You are now eligible for our recurring bookkeeping and consulting services!
If you're a property manager, you cannot do business without APM Help. Our representative has been so invaluable to me and has made this crazy business doable. Having an entity keep track of all incoming and outgoing expenses, prepping 1099s, you name it, they've already got it taken care of. Thank you all for your kindness and your professionalism. Would not do it without you!
Nancy Avedisian
FAQs
Got questions? We've got answers. Have even more questions? We are here to help.
We are happy to accommodate your preferred contact method as much as possible. We prefer to communicate via Google Meet so that we can share our screen with you to help explain things we are seeing, as well as record the call to share with you afterwards for your records. However, we can communicate via email, calls, or text as well.
For a standard clean up we would need bank statements, or ideally view only bank access so we can help with any missing transactions. Check images, deposit images/breakdowns also help with recording transactions in your software. We could end up needing more depending on the issues we uncover, but these items will get our team going on the clean up process.
The more available the designated team member(s) are, the quicker we can complete your clean up and get you moved over to our recurring services to help maintain your books. The longer it takes, the more expensive your clean up gets, so we try to move things along as quickly as possible to avoid this.
Our team of experts requires that you provide at least one point of contact that has a history with the accounting in your database, which includes but is not limited to: move outs, move ins, transaction history in the bank account, and any deposits or checks that have not yet been reconciled.
On average a clean up will take anywhere between 2-4 weeks but is completely dependent on the scope of work and the clients ability to provide answers to the consultants questions in a timely manner.
Stop Stressing Over PM Bookkeeping
Let our experts handle the complexities of trust accounts, reconciliations, and audits. Claim your free 30-minute consultation today. No obligation.
Sat & Sun - Closed
