Bookkeeping Packages

Property accounting that runs like clockwork

Specialized in AppFolio and QuickBooks Online. Monthly financials ready by the 15th of each month.

Level 1 — Essential
Essential
  • Record daily transactions
  • Bank and credit card reconciliation
  • Maintaining the general ledger
  • Chart of accounts setup & maintenance
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Level 2 — Most popular
Enhanced
  • Everything in Essential
  • Payroll support, optimization, & filing
  • Quarterly reporting
  • Organize & cleanup books for tax preparation
  • Unlimited calls and emails
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Level 3 — Ultimate
Ultimate
  • Everything in Enhanced
  • Monthly reporting
  • Monthly strategy meetings
  • Year-end ready financials
  • CFO-lite advisory services
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Add-ons

Optional services to round out your package

1099 filings & tracking
Bill-entry
Audit support
Cash forecasting
KPI tracking
Billing & receivables
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