Bookkeeping Cleanup & Consulting for Property Managers
If your books are behind, messy, or failing audits, our consultants find what's wrong and fix it: bank reconciliation catch up, trust compliance, and report cleanup for AppFolio, Buildium, Rentvine, and Propertyware, plus QuickBooks Online. Every project starts with a free database review, so you know exactly what needs fixing before you spend a dollar.
If any of these sound familiar, you're in the right place.
Your books are behind, or you're not sure how far behind
Bank reconciliations are incomplete or unreliable
Trust balances or security deposits don't tie out
AppFolio's Financial Diagnostics or Propertyware's Cash Suspect report is full of flags
You've received a state audit notice and need to respond
You inherited messy books from a prior team member or provider
Expert Consulting Services
We offer a range of consulting services to meet your needs
Financial Diagnostic Cleanup
For AppFolio users, liability and prepayment clean up on your Diagnostics
Bank Reconciliation Catch Up
Catch up your bank accounts to the most current month and get things back on track
Three Way Reconciliation
Meet your states requirements with our compliant TWR form assistance
Cash Suspect Report Cleanup
For Propertyware users, liability clean up using the Cash Suspect Report
Built on expertise from the PM software companies themselves.
Our foundational team members came from AppFolio, Buildium, Rentvine, and Propertyware, and they've trained our consulting teams on the ins and outs of each software.
We’ve supported thousands of property managers and can help you too.
Our deep software expertise allows us to design workflows that support automation today and agentic accounting tomorrow.
How our consulting projects work.
Diagnose
Your free database review: a software expert goes through your actual books live with you and sends a written action plan.
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
Most clients roll straight into Trust Bookkeeping, our full service that keeps your books reconciled and audit-ready every day.
What APM Help clients are saying.
APM Help is here to power the best local property managers in the United States.
We have been with APM since January 2019. I love being able to ask any questions regarding AppFolio property management and accounting. I get answers the same day. A lot of times APM goes above and beyondto help where ever they can. I save a lot of time having APM assist with owner payments, move outs and much more. It is also very reassuring knowing that my books are in order. We look forward to growing our business and relationship with APM.
APM Help was referred to me to clean up my messed up Buildium books spanning years after trial and error with many companies who claimed they knew or could figure out Buildium. From the start, our representative demonstrated not only their proficiency with bookkeeping, but their sorcery-like expertise with Buildium! Their ability to dive right in and learn our business with just a short consult is nothing short of amazing. Our representative is able to masterfully create solutions to complex accounting errors that have plagued my books and turn them into accurate financial records.They are like watching magicians cast accuracy spells upon my Buildium books! 10/10 stars!
I think I got really lucky with APM, the story that sold me on you guys is that you are a team of Ex-AppFolio people. It made you stand apart. With APM, not only do you get a bookkeeper who is competent, but an expert AppFolio property manager. It’s a very positive experience, and I don’t know that I would have had the same experience elsewhere.When you choose someone, make sure that they are competent in the software that you are using!
If you are going to trust a third party or are thinking about it, APM Help is the way to go. Especially because they are property management focused, and they know how to help us grow. I would be happy to recommend APM Help to anyone. I’ve told people that if they don’t end up using APM Help then it would probably be the biggest mistake of their career.
I never thought I could get my books under control, and now, thanks to APM Help, it’s buttoned up, I can finally sleep at night, and I could not be more grateful.
FAQs
Got questions? We've got answers. Have even more questions? We are here to help.
What is the expected form of communication between the consultant and client during the clean up process?
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.
What documents are required to clean up my books?
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.
How often are we expected to make ourselves available to our consultant?
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.
What are the Property Management Company's expectations during a clean up?
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.
How long does it take to get my books cleaned up?
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
