Trust Bookkeeping is our flagship service: payables, receivables, and daily bank reconciliations handled for you by specialized teams for AppFolio, Buildium, Rentvine, and Propertyware, with QuickBooks Online for corporate books. Our clients have a 100% pass rate on trust account audits since 2017, and every service is built to scale with your portfolio.
We dig into your actual books live with you and send a written action plan, so you know exactly where things stand.
Our consultants fix the backlog: reconciliations, trust issues, liabilities, and the reports you can't trust yet.
Once your books are solid, our flagship service keeps them that way: payables, receivables, and daily reconciliations, handled.
Most property managers come to us in one of three situations. Here's what each path includes, who does the data entry, and how it's priced.
Not sure which fits? The free database review shows where your books stand and which path makes sense for your team.
The full-service option: payables, receivables, and daily bank reconciliations handled together by expert accountants for AppFolio, Buildium, Rentvine, & Propertyware, with our proprietary trust compliance diagnostics checking your books every day. Instead of the fully loaded cost of one full-time bookkeeper (salary, benefits, payroll taxes, and training), you pay per unit you manage and get a whole team of experts.
APM Help clients have passed their trust account audit.
Average time to resolve an audit request
Available as an add-on to Trust Bookkeeping: we keep your company-side books in QuickBooks Online, from day-to-day transactions through month-end close, with financial statements delivered by the 15th of every month.
Transaction Categorization
Daily Bank Reconciliations
An On-Call Account Admin
If you want to keep bookkeeping in-house and hand off just one piece, or you're managing costs, these focused services cover a single job well. Each one is also included in Trust Bookkeeping if you'd rather have it all handled.
We reconcile your accounts every day and flag issues in real time. Your team keeps doing the bookkeeping.
We enter your vendor invoices and bills, with duplicate checks on every payable. You review and run payments.
Seasonal preparation and filing, so January doesn't sneak up on you.
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.
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.
Got questions? We've got answers. Have even more questions? We are here to help.
It depends on the service. Consulting and cleanup projects are priced by scope, based on the condition of your books and how much work it takes to get your records organized. Recurring bookkeeping, like Trust Bookkeeping, is priced per unit you manage instead of by the hour, so your cost adapts as your portfolio grows and our team stays focused on working efficiently. Focused services like Daily Bank Reconciliations, AP Solutions, and 1099 Filing are quoted per service.
You’ll be paired with an Account Manager as close to your timezone as possible. Our working business hours are 8am to 6pm Central, Monday through Friday. We utilize Asana, a work management platform, to communicate with anyone with your team that would be a main point of contact. It helps with keeping track of items sent and ensures we have a searchable paper trail. Your Account Manager will have a dedicated team of bookkeepers to manage daily tasks and schedule screenshare meetings as needed.
If it relates to your property management bookkeeping, we want it, please! We will enter all your tenant receipts, bank deposits, invoices, work orders, signed leases, and more. We like to enter all things that relate to the movement of money on your properties. Through Asana (and your database), we leave confirmation of everything we touch so that you can easily reference it again.
Sure! During your onboarding period, we will review what your security deposit turnaround time is, as this varies by state. We will also determine what move out workflow will work best. You or our point of contact can create a task in Asana in regards to the move out or we can communicate in Asana when a security deposit due date is approaching and double check with you that all your tenant charges have been received. We can also enter estimates on upcoming work if you haven’t yet received invoices.
Because then we can catch any issues and report them to you in real time! Imagine how much easier it would be fixing a deposit issue from two days ago while it’s fresh on your mind vs something that happened a few weeks ago! This also allows you to make any corrections in the current month (before that month is closed) and therefore the need for any “creative accounting” to get things in balance is greatly reduced.
Our consultants are always available to help you with any missing transactions you need help with. You can always reach out to your Account Manager to rope in our consultants or you can reach out to them directly at support@apmhelp.com. Our consultants are also always available to help you with any FDR issues as well as any issues that come up on your Three Way Reconciliation Forms or are flagged by our proprietary audit software. **consulting rates apply
If there is one thing that you need in order to ensure a successful business, with happy owners and tenants, it’s clean books. Sure, the other daily tasks are important, but at the end of the day, if you don’t have clean, up-to-date, books you won’t be able to make confident distributions to your owners or provide accurate statements. Clean books are the key to running a stress free business that has the ability to grow into the future by allowing you to provide documents to potential investors, auditors, and owners with ease.
Let our experts handle the complexities of trust accounts, reconciliations, and audits. Claim your free 30-minute consultation today. No obligation.
