Property management bookkeeping · United States
Property management bookkeeping in AppFolio and Buildium.
Owner statements that tie out, trust and operating accounts kept apart, and a monthly close that agrees with the property ledger — kept by bookkeepers who work in AppFolio and Buildium every day, and checked by a CPA.
- Books kept in AppFolio or Buildium
- Owner statements and draws
- Trust accounts reconciled
- CPA review before every close
5.0 from 14 Google reviewsCPA-supervised · QuickBooks ProAdvisorGet a free bookkeeping health check
Tell us about your portfolio — how many properties and owners, and which software. We come back with what is clean, what is not, and a flat monthly fee.
“We hired them for a short term project for bookkeeping catch up work. They were so professional that now they handle our full accounting function at very reasonable rates.”
Property management bookkeeping in the software you run
What property management bookkeeping includes
Everything in our bookkeeping service, set up for how a property manager earns and spends — for one flat monthly fee.
Books kept in AppFolio or Buildium
We work inside your property management software rather than around it, or alongside it in QuickBooks.
Owner statements and draws
Owner statements that tie to the ledger, and owner draws recorded as they happen.
Trust accounts reconciled
Trust and operating accounts kept apart and reconciled every month.
Unit-level income
Rent and fee income recorded against the right property and unit.
Tenant deposits
Security deposits held and tracked where they belong, not mixed into operating cash.
Management fees
Management fees calculated and recorded consistently, month after month.
Vendor bills by property
Repairs and services coded to the property they were for.
CPA review before sign-off
A CPA checks the close before it reaches you or your owners.
How our bookkeeping service works
- 01
Free health check
A short call. We map your software, transaction volume and industry, and what “caught up” should mean for you.
- 02
Books review and plan
We look at your current books, flag any cleanup, and agree a close calendar and a flat monthly fee.
- 03
Meet your bookkeeper
Your dedicated bookkeeper tightens the chart of accounts and bank feeds so the first close is clean.
- 04
Monthly bookkeeping, on time
Reconciled books and financial statements on the same date every month, CPA-reviewed.
- Google rating
- 5.0Google rating
- Verified reviews
- 14Verified reviews
- Trained review discipline
- Big-4Trained review discipline
- Reply time, Mon–Fri
- 1 dayReply time, Mon–Fri
What clients say about working with Fincera
Every quote is a client’s own words from our Google Business Profile. Anything in square brackets is ours, not theirs.
“Exceptional bookkeeping services company that has significantly saved us time by keeping up with records. Highly recommended for bookkeeping!”
Michael SpoonerVerified Google review
“I hired [Fincera] to help me close the books on one of the five companies that I manage. They are very professional, reasonably priced, and once they completed that scope of work, I've now given them two more companies to assist me with.”
Robert KurlandVerified Google review
“[Fincera] has been a great organization to work with. Key is their responsiveness and follow through and accuracy, which is important as I am a small business. They give a lot for a very fair price.”
Ron WaltzVerified Google review
Bookkeeping for the other industries we know best
Nonprofit bookkeeping
Fund accounting, restricted money, Form 990 pack
Law firm bookkeeping
Client trust accounts reconciled three ways
Small business bookkeeping
A clean monthly close, one dedicated bookkeeper
PE/VC-backed bookkeeping
Accrual books, investor reporting, runway
All bookkeeping services
What every client gets, whatever the industry
Running something else?
If your business closes its books every month, we can keep them. Tell us what you run.
Ask about your business
Property management bookkeeping questions, answered
Do you work in AppFolio and Buildium?
Yes. We keep the books inside AppFolio or Buildium rather than exporting them somewhere else, and work alongside Rent Manager and QuickBooks where a portfolio uses them.
Do you prepare owner statements?
Yes. Owner statements are prepared from a ledger we have reconciled, so they tie out, and owner draws are recorded as they happen.
How do you handle trust accounts and security deposits?
Trust and operating accounts are kept apart and reconciled every month, and tenant security deposits are tracked where they belong rather than mixed into operating cash.
Our books are behind. Can you catch them up?
Yes. Catch-up and cleanup are a normal first chapter: we reconcile the history that matters, then put a monthly close in place. Cleanup is quoted separately, up front.
How much does property management bookkeeping cost?
There is no package price. A flat monthly rate is scoped to your transaction volume, the number of entities and accounts, and the starting condition of your books. The free health check produces that number, with any cleanup quoted separately and up front.
Is my data safe with you?
Yes. We use 256-bit encryption and multi-factor authentication, and access is limited to the people working on your account.
Ready to hand over your property books?
A short call about your portfolio and your software, and a flat monthly number for keeping the books current. If we are not the right fit, we will say so.