FAQ Help Center
We’ve collected the answers property managers ask us most — so you can move forward with clarity, not confusion.
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Popular Questions
We’ve answered the most common questions our clients ask when getting started with our property management bookkeeping services — so you can move forward with confidence.
What types of properties do you work with?
We specialize in bookkeeping for HOAs, COOPs, condominium associations, rental portfolios, and commercial properties.
Whether you’re a self-managing owner or a full-scale property management company, we tailor our support to your setup.
Do you replace my CPA?
We’re not a CPA firm and don’t file taxes ourselves, but we’ve partnered with trusted CPA professionals who can handle that side of things for you. This way, you don’t have to search for extra services — we keep your books organized and work seamlessly with your CPA partner to ensure smooth, accurate tax filings.
Do I need to switch accounting software to work with you?
Not at all. We work inside your current platform — AppFolio, Buildium, Rent Manager, QuickBooks, and others. No need to migrate or learn anything new.
Can you help with trust account reconciliation and 1099s?
Absolutely. We handle monthly trust account reconciliations, 1099 tracking, owner statements, and all the tasks that keep you compliant and your reports accurate.
How do we communicate?
You’ll have a dedicated point of contact and clear communication channels — email, Zoom, or whatever works best for you. We operate like an extension of your team.
Is there a contract or long-term commitment?
We offer monthly service plans with no long-term contract. If you love working with us, we keep going. If you ever need to pause, we make it simple.
How long does onboarding take?
Most clients are fully onboarded in 1–2 weeks. We guide you every step of the way and handle the heavy lifting — no stress, no confusion.
Can you clean up my past bookkeeping mess?
Yes! We offer one-time historical cleanup services. Whether it’s a few months or a few years behind, we’ll bring your books back into shape.
How do I get started?
Book a free discovery call. We’ll review your current setup, identify pain points, and create a custom bookkeeping plan that fits your portfolio.