Property Management

Trust Accounting, Owner Reporting & Payroll Solutions Built for Property Management Companies

Managing dozens or hundreds of units means your books need to work at the same scale. Trust accounting leaves zero room for errors. We handle your bookkeeping, tax preparation and payroll using property management specific practices. This allows you to focus on owner relationships and portfolio growth instead of compliance risk.

Bookkeeping

• Trust accounting, our team handles security deposits and rent collections kept in properly separated trust/escrow accounts. These accounts are distinct from your operating funds which is where many states audit.
• Property-by-property tracking, tracks income and expenses at the individual property or unit level. This way, owners can see exactly how their asset is performing.
• Owner statements are given out monthly showing rent collected, expenses paid and net proceeds, clearly and accurately.
• Full AP/AR management including rent collection, late fees and vendor invoices (contractors, landscapers, utilities) tracked across dozens or hundreds of units.
• Trust account reconciliation using bank deposits matched to tenant payments to avoid commingling funds, a required practice in many states.

Tax Prep

• Owner and contractor 1099s issued accurately for rental income and for vendors paid over $2,000.
• Entity-level tax return support. Our team prepares documentation for your accountant if your management company is structured as an LLC, S-corp, or similar.
• Occupancy and short-term rental tax, calculated and remitted correctly in jurisdictions with transient occupancy tax requirements.

HR & Payroll

• Worker classification review for employees (leasing agents, maintenance staff, office admin) vs. independent contractors (plumbers, electricians, cleaning crews).
• Multi-jurisdiction payroll. Our team uses accurate tax withholding and compliance when properties or staff span multiple states or cities.
• Variable pay handling for commission for leasing agents, overtime and on call pay for maintenance staff, calculated correctly every time.
• Licensing compliance tracking, our team keeps required real estate and property management credentials current.
• Our team creates policies and handbooks built for on-call maintenance staff, safety protocols and tenant-interaction standards.
• Timely payroll processing, especially critical for hourly maintenance and field staff.

Procedure Development

• Our team develops standard operating procedures for consistency across properties and regions.
• We structure management roles (regional managers, maintenance supervisors) as your portfolio scales.
• We help with succession planning for owner-operators of the management company.

Training

• We work with our clients to create leasing agent and property manager onboarding and training.
• We create fair housing compliance training.
• Our team provides maintenance staff safety training.

Grant Writing

• Our team researches local and state housing incentive programs.
• We search for affordable housing development and rehabilitation grants.
• Clients can also see if they qualify for energy efficiency and weatherization incentive programs for multifamily properties.