Are you struggling to complete your bank reconciliations?
Complete your bank reconciliations swiftly and efficiently, beginning with the crucial and challenging first month and seamlessly extending to all subsequent months.
Our team of experts will get you caught up-to-date quickly and in balance
Get your bank statements carefully reviewed to make sure that every transaction has been accurately recorded in your software.
Accuracy of Financial Records: Identify and rectify any discrepancies, missing entries, or errors in recording financial transactions, for precise and reliable financial information.
Timely Decision-Making: Timely and accurate financial information is crucial for making informed decisions about budgeting, cash flow management, and other financial aspects of property management.
Compliance and Transparency: Up-to-date financial records build trust with property owners, tenants, and regulatory authorities, demonstrating a commitment to financial integrity and accountability.
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.
APM is an absolute life saver! Their onboarding process was hassle free and the communication after onboarding stays constant. I've had the rare opportunity to meet the team in Texas and as a whole they showed appreciation for us and we're a great group. Our representative was the assigned PM and she was VERY knowledgeable about local guidelines and her team were just as amazing as she was. VERY happy with APM and I would strongly recommend!
David Solano
FAQs
Got questions? We've got answers. Have even more questions? We are here to help.
We're years behind on bank recs. Can you still catch us up?
Yes. Catching up long-neglected reconciliations is routine for us, whether you're a few months or a few years behind. The free database review tells us how big the backlog really is before anything is scoped.
What do you need from us to catch up our bank recs?
Bank statements (or ideally view-only bank access), check and deposit images, and a point of contact who knows the history of the account: move outs, move ins, and any deposits or checks that haven't cleared.
How do we keep the recs current after the catch up?
Most clients move into our daily bank reconciliations service: we match transactions every day and flag issues in real time, so the backlog never builds up again.
Related consulting and cleanup services.
AppFolio Financial Diagnostics Cleanup
Clear the flags on AppFolio's Financial Diagnostics report.
Three Way Reconciliation
Tie out bank, book, and ledger balances for your state.
Trust Compliance Audit
Get audit-ready for your state regulator.
Propertyware Cash Suspect Cleanup
Clean up Propertyware's Cash Suspect report.
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.
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