AppFolio Bookkeeping Services
AppFolio Bookkeeping Services for Property Managers
Trust Accounting Handled Right
Our AppFolio bookkeeping services for property managers cover trust accounting, owner statements, and monthly reconciliation inside the platform you already use. A dedicated bookkeeper who understands property management accounting manages the books, so nothing changes about how you run your portfolio. You get accurate, owner ready reports every month without adding staff.
Trusted credentials and certifications
QuickBooks Certified ProAdvisor
Certified by Intuit for QuickBooks Online and Desktop
Xero Advisor Certified
Certified partner for Xero cloud accounting
Bank-Level Data Security
256-bit encryption on all client data and logins
IRS Compliant Reporting
All financials prepared to US federal tax standards
No Long-Term Contracts
Month-to-month service, cancel any time, no penalty
4.9 Star Rated Service
Consistently rated 5 stars by small business clients
What Clients Say
Property Managers on Our AppFolio Bookkeeping Service
Feedback from property managers who handed off their AppFolio trust accounting and reporting to our team.
Trust account reconciliation was always the task I dreaded at month end. Handing it off to a bookkeeper who actually knows AppFolio changed that completely.
Owner statements used to take me a full day to review before sending. Now they arrive clean and I just approve them.
We manage a mix of single family and multifamily units and needed someone who understood how AppFolio handles both. This team got it right away.
What Is Included
What Our AppFolio Bookkeeping Service Covers
From trust account reconciliation to owner reporting, we handle the parts of AppFolio that create the most risk when left unmanaged.
Trust Account Reconciliation
We reconcile owner and tenant trust accounts inside AppFolio each month, keeping them balanced and compliant with state trust accounting rules.
appfolio trust account reconciliationOwner Statement Preparation
Monthly owner statements are generated from AppFolio and reviewed for accuracy before they go out to property owners.
appfolio owner statement reviewTransaction Categorization and Cleanup
Miscoded charges, uncategorized deposits, and duplicate entries get cleaned up so your chart of accounts reflects your actual portfolio.
appfolio bookkeeping cleanup serviceRent Roll and Deposit Tracking
We track incoming rent payments and security deposits inside AppFolio, flagging discrepancies between the rent roll and the ledger.
appfolio rent roll reconciliationVendor Bill and AP Management
Vendor invoices for maintenance and repairs are tracked and coded correctly inside AppFolio so property level expenses stay accurate.
appfolio vendor bill trackingYear End Owner and Tax Reporting
At year end we close out each property’s books in AppFolio and prepare clean reporting packages for owners and their CPAs.
appfolio year end owner reportingWhy Choose Us
Why Property Managers Choose Us for AppFolio Bookkeeping
Bookkeepers Who Know Trust Accounting
Property management trust accounting has rules general bookkeepers often miss. Our team works inside AppFolio’s structure every day.
A Real Bookkeeper, Not Software Alone
You get a dedicated person who reviews your AppFolio ledgers by hand, not an automated feed that categorizes transactions without context.
Clean Books Guarantee
If your AppFolio account has fallen behind or gotten messy, we reconcile it back to accurate before ongoing monthly service even begins.
Fast Onboarding
Most property managers are fully set up and reconciled inside two weeks, with no disruption to how you currently manage owner relationships.
Pricing Based on Unit Count
Flat monthly rate scaled to the size of your portfolio, so a ten unit building is not priced the same as a two hundred unit portfolio.
Direct Communication Access
Message your bookkeeper directly with questions about a property or an owner statement, instead of routing through a general support queue.
AppFolio Plus a Bookkeeper
Why AppFolio With a Virtual Bookkeeper Beats Doing It Alone
AppFolio gives property managers the software to run trust accounts and owner statements. It does not catch a miscoded charge, reconcile a trust account on its own, or flag when an owner statement looks off. That part still takes a person.
| What You Need | AppFolio Alone | AppFolio With Our Bookkeeper |
|---|---|---|
| Trust account reconciliation | You do it, or it gets skipped | Done for you every month |
| Accurate transaction categorization | Relies on manual data entry | Reviewed and corrected by hand |
| Owner statement accuracy | Generated, rarely double checked | Reviewed before it reaches owners |
| Tax season readiness | Often a scramble in March | Books closed and CPA ready year round |
| Time spent per month | 10 to 20 hours | Zero, we handle it |
How It Works
How Our AppFolio Bookkeeping Service Works
A simple monthly cycle that keeps trust accounts and owner reporting accurate across your entire portfolio.
Who This Is For
Which Property Managers Benefit Most From AppFolio Bookkeeping
This service is built for property managers who already run their portfolio through AppFolio but do not want to manage the books themselves.
Single Family Rental Managers
Portfolios of scattered site single family homes that need consistent monthly reconciliation, see real estate bookkeeping.Multifamily Property Managers
Apartment communities with high transaction volume and complex owner reporting needs.Third Party Management Companies
Firms managing properties on behalf of multiple owners who each require accurate, separate statements.HOA and Community Association Managers
Associations tracking dues, reserves, and vendor payments through AppFolio each month.Real Estate Investors Self Managing
Owner operators running their own portfolio through AppFolio without in house accounting staff, see real estate bookkeeping.Growing Property Management Companies
Firms scaling past the point where the office manager can keep the books current alongside day to day operations.Ready to Hand Off Your AppFolio Bookkeeping?
Get a free quote for AppFolio bookkeeping services for property managers, with no long term contract required.
Get My Free QuoteFrequently Asked Questions
Common Questions About Our AppFolio Bookkeeping Service
What do AppFolio bookkeeping services for property managers include?
Trust account reconciliation, owner statement review, transaction categorization, and year end reporting, all handled inside your existing AppFolio account.
Do you understand state specific trust accounting rules?
Yes. Our bookkeepers are trained on trust accounting requirements and reconcile owner and tenant funds according to the applicable state rules for your portfolio.
Can you fix an AppFolio account that is already behind?
Yes. Cleanup and catch up work is common before ongoing service starts, and we quote it separately based on how far behind the account is.
How much do AppFolio bookkeeping services cost per unit?
Pricing scales with your unit count and transaction volume rather than a flat rate regardless of portfolio size. Full details are on our pricing page.
Will I still have access to my own AppFolio account?
Yes. You keep full owner access at all times, we simply work inside the account as an added user with defined permissions.
How do I get started with AppFolio bookkeeping services?
Reach out through our contact page for a free quote, and we will review your current AppFolio setup before proposing a plan.