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I will setup appfolio buildium propertyware statements month end close 1099 rent roll
TaxDome, Karbon, Ignition, QuickBooks, Xero, A2X, Shopify, Stripe, Zapier
Books that don’t match your sales, invoices made by hand, clients who never send documents. I connect your software so that work runs on its own.
Services:
Practice workflow setup
Billing and invoic...
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SETUP APPFOLIO BUILDIUM PROPERTYWARE FOR STATEMENTS, MONTH END CLOSE, 1099
Messy property management books mean late owner statements, wrong rent rolls and a painful 1099 season. Every hour spent fixing reports is an hour lost, and errors can cost you owners.
I set up your system so statements, month end close and 1099 reporting follow a clear, repeatable process.
Here is what I can help with:
- Chart of accounts setup
- Owner statement templates
- Month end close checklist
- Rent roll reports
- 1099 vendor and owner setup
- Bank reconciliation setup
- Trust account tracking
- Late fee and charge rules
- Recurring charge setup
- Vendor and owner data cleanup
- Delinquency reports
- Custom report building
- Email and reminder automation
- Spreadsheet data import
- Testing and walkthrough
- Buildium recurring transactions
Other Platforms I work with:
QuickBooks Xero Stripe PayPal Zapier Make Google Sheets Excel Gmail Outlook Google Calendar DocuSign Slack Trello Asana Airtable Dropbox Google Drive Zoom HubSpot
Tell me your portfolio size and I will map out your setup. CLICK THE CONTACT ME BUTTON NOW
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FAQ
Can you set up AppFolio for my company?
Yes. I set up your account, chart of accounts, owner statements, charges and reports so your team can start using AppFolio with a clean structure.
Do you work with Buildium and Propertyware?
Yes. I set up Buildium and Propertyware the same way, covering accounts, statements, rent roll reports, month end close and 1099 settings.
Can you fix my owner statements?
Yes. I review your current owner statements, correct the layout and account mapping, and build a template that shows the right income, expenses and fees.
What is a month end close checklist?
It is a step by step list for closing your books each month, covering bank reconciliation, rent roll review, delinquency checks and owner statement approval.
Can you set up 1099 reporting?
Yes. I check vendor and owner tax details, payment settings and year end reports so your 1099 filing is accurate and ready before deadline.
Can you build a rent roll report?
Yes. I build a rent roll report showing units, tenants, lease dates, rent amounts and balances, and set it up to run each month.
Do you do bank reconciliation setup?
Yes. I set up your bank accounts and reconciliation process, including trust accounts, so deposits and payments match your books each month.
Can you clean up my existing data?
Yes. I clean up vendor, owner, tenant and unit records, fix duplicates and import data from spreadsheets. Send a sample file and I will review it.
Will you train my team?
Yes. Premium includes testing and a walkthrough so your team knows how to run statements, month end close and reports on their own.
What do you need to get started?
I need view or admin access, your current reports, and a short list of problems. If you have a spreadsheet of your data, send that too.
