AppFolio logo

AppFolio Bookkeeping Services for Property Managers

We do the bookkeeping inside your AppFolio account: payables, receivables, daily bank reconciliations, and trust accounting.

  • Official AppFolio partner
  • 100% trust-audit pass rate since 2017
  • 1,000+ property management clients
  • Dedicated account manager and team
What's included

AppFolio bookkeeping, three ways

Most AppFolio property managers come to us in one of three situations. Here's what each path includes and who does the data entry.

Fix a backlog

Consulting & Cleanup

We diagnose and fix historical issues inside your AppFolio account: bank reconciliation catch-up, liability cleanup, property balance review, three-way reconciliation, and trust compliance audit prep. Your team keeps doing the ongoing data entry.

Outsource the whole function
Flagship

Trust Bookkeeping

We do your payables and receivables and reconcile your trust bank accounts daily, all inside your AppFolio account. Our proprietary audit software checks your books every day and flags red flags like negative properties and uncleared deposits. Add Corporate Bookkeeping for your company books in QuickBooks Online.

Keep your team, outsource one task

Focused services

Daily Bank Reconciliations: we reconcile your AppFolio bank accounts every day and flag missing transactions within one business day. AP Solutions: we enter your payables in AppFolio with a duplicate check on every payable; you review and run payments. 1099 Filing: 1099 preparation and e-filing inside AppFolio.

AppFolio

Streamline your property management business with the help of our AppFolio experts.

AppFolio provides innovative software, services and data analytics to the real estate industry. Our industry-specific, cloud-based business management solutions are designed to enable our customers to navigate the future of technology, streamline business operations, and deliver exceptional service.

On-Demand AppFolio Support

AppFolio Property Manager modernizes your business with one powerful platform. Supercharge your team and deliver a better residential experience through intuitive and user-friendly solutions. Smartly automated so you have the time to run your business and scale your vision. Whether you manage multifamily, single-family, student housing, or community associations, you can run your entire residential portfolio on AppFolio's modern platform. Finally, property management software that gives you the clarity to focus on what matters most.

Database Clean Up

Are you behind on your bank reconciliations or struggling with financial diagnostics issues? Our AppFolio experts can help you get back on track quickly. We'll get you cleaned up so you can focus on managing your property management business.

Implementation and Setup

Whether you're a new user or want to optimize your existing setup, our AppFolio experts offer a range of services, including onboarding, data migrations, bank switches, GL account mapping, and more. We'll help you get the most out of your software.

Audit Preparation

If you have any negative property balances, this may be considered commingling of funds. Don't wait until the auditor shows up to address this issue. Our team has helped many companies fix negative property balances and pass their audits.

AppFolio bookkeeping questions

APM Help does. We are an official AppFolio partner, and we have served 1,000+ property management clients. Our AppFolio team handles payables, receivables, daily bank reconciliations and trust accounting with three-way reconciliation inside your AppFolio account, and every client gets a dedicated account manager backed by a team of bookkeepers. Our clients have a 100% pass rate on trust account audits since 2017.

Yes. We regularly onboard property managers from other providers, including taking over books mid-year and cleaning up any backlog. Start with a free database review of your AppFolio account: you get a written action plan covering what's wrong, what to fix first, and whether you need a cleanup, and the plan is yours to keep whether or not you hire us.

On average a cleanup takes anywhere between 2 and 4 weeks, but it is completely dependent on the scope of work and how quickly your team can answer our consultants' questions. We scope the cleanup during a free database review of your AppFolio account, so the scope reflects what is actually wrong rather than a guess.

Yes. We work inside your own AppFolio account, not a copy of it. Most clients set us up as a dedicated user that you control, so everything we do is trackable and access is easy to revoke. We walk you through the setup when you book, and it takes a few minutes.

Yes. APM Help is an official partner of both AppFolio and Buildium. Our AppFolio team works in the software every day and includes people who previously worked at the property management software companies.

Our team of former PMs know the ins and outs of PM accounting.

Our team includes former property managers who understand PM accounting from the inside: the trust rules, the owner statements, and the daily workflows that keep books clean.

We've supported thousands of property managers and can help you too.

Our deep PM accounting expertise allows us to design workflows that support automation today and agentic accounting tomorrow.