Services Process About Get a Consultation
Certified AppFolio Property Management & Accounting Expert

Your ledgers, brought back into balance.

Property management bookkeeping and trust accounting support from someone who spent years fixing these exact issues from inside the industry's leading software — not a generalist bookkeeper learning your platform on your dime.

2
AppFolio internal certifications — Property Management & Accounting Expert
1:1
Direct access — no account managers, no offshore handoffs
Full-Scope
Ledger, reconciliation, and reporting issues — worked through case by case
Services

Backend support for a cleaner portfolio.

Short-term cleanup projects or ongoing monthly support — scoped to exactly what your books need.

01 — TRUST ACCOUNTING

Trust Accounting Support

Identifying and correcting ledger mismatches, fund misallocations, and out-of-balance trust accounts before they become compliance issues.

02 — RECONCILIATION

Bank Reconciliations

Researching historical banking discrepancies line by line to bring your records back into balance and keep them audit-ready.

03 — DISTRIBUTIONS

Owner Distributions & Statements

Accurate, on-time month-end processing so owner statements go out clean the first time, every time.

04 — SYSTEM SETUP

System & Tenant-Property Organization

Clean tenant and property profiles, correctly tracked lease details, and your property management software set up the way it's meant to be used.

How it works

From messy ledger to closed books.

INTAKE

Free portfolio review

Send over a look at your current ledgers and trouble spots. I'll flag what's driving the discrepancies before any work begins.

NO CHARGE
DIAGNOSE

Discrepancy trace

Every mismatch gets traced back to its source transaction — duplicate entries, misapplied payments, or misclassified fund transfers.

OUT OF BALANCE
CORRECT

Cleanup & reconciliation

Accounts are corrected directly in AppFolio, reconciled against bank statements, and documented so you know exactly what changed.

IN PROGRESS
MAINTAIN

Ongoing support

Move into routine monthly bookkeeping — or a few hours a month of maintenance — so books stay clean going forward.

✓ RECONCILED
?! TICKET #4812 — QUEUED STRUGGLING ALONE stuck in the support queue WORKING IT OUT TOGETHER a real plan, a real deadline ✓ RECONCILED RECONCILED & RELIEVED clean books, no surprises
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As a property manager

I know what it's like to submit a ticket into a generic support queue and wait — while your trust account stays out of balance and your owners are asking questions you can't answer yet.

As a former AppFolio support agent

I've sat on the other side of that queue, and I know exactly where the gaps are. I cut through the runaround and give you a real assessment, a real timeline, and a real deadline — not a case number.

About

I've fixed this exact problem from the inside.

Hi, I'm George. If your property management firm or real estate investment portfolio is facing messy ledgers, bank reconciliation discrepancies, or bottlenecked month-end distributions, I'm here to help get your data back on track.

I offer a unique blend of practical industry experience and deep technical software knowledge. Having worked directly as a Support Specialist for AppFolio, Inc., I spent my days helping clients solve complex trust accounting issues, correct ledger errors, and streamline their financial workflows.

My goal is reliable, efficient, stress-free backend support — so you can focus on growing your business, whether you need a short-term cleanup project or a few hours of routine monthly bookkeeping assistance.

AppFolio Property Management Expert AppFolio Accounting Expert Real-World Property Management Experience
Get started

Let's talk about your portfolio.

Tell me a bit about what's going on with your books and I'll follow up to schedule a free consultation — no pressure, no obligation.

  • Free initial portfolio review
  • Response within one business day
  • Scoped project or ongoing monthly support
  • Direct communication — always with me, not a team
Thanks — your request came through. I'll follow up within one business day.

No pricing is quoted here — every engagement is scoped to your portfolio first.