Property Management & Real Estate Bookkeeping w/ Yardi, AppFolio, etc (Los Angeles)

California Posted 7 days ago financial services

About This Service

I am a seasoned real estate accountant and former Big Four professional with over a decade of experience in property management and real estate finance. My expertise encompasses commercial building finance, including NNN leases, vacation property management, and accounting for a wide range of asset types. I concentrate on establishing straightforward, replicable systems to ensure your financial records are precise and free your team from the disarray of manual spreadsheets.

Services Provided

  • Comprehensive, full-cycle bookkeeping for real estate
  • Common Area Maintenance reconciliation for individual properties or entire portfolios
  • Accounting services for multifamily, office, industrial, retail, and vacation rental property management
  • Tracking of property-level income and expenses
  • Reconciliation of rental properties and bank accounts
  • Cash flow monitoring and assistance with owner distributions
  • Catch-up and cleanup bookkeeping for overdue periods
  • Monthly closing procedures and financial statement preparation
  • Budget versus actual reporting and variance analysis
  • Accounting for tenant move-ins/move-outs and security deposit management
  • Preparation of reporting packages for owners and investors

Software Proficiency

  • Yardi (Voyager and Breeze)
  • AppFolio
  • QuickBooks Online and Desktop
  • Excel and Google Sheets, with advanced Excel skills for creating custom models, analyses, and reports

Automation and Workflow Assistance

  • Implementation of AI-driven automations to minimize manual data entry and repetitive tasks
  • Design of custom workflows for approvals, invoice routing, and reporting
  • Setup of templates for recurring journal entries, CAM schedules, and owner reports
  • Cleanup of disorganized historical data to enable a fresh start

Reasons to Choose My Services

  • Over ten years dedicated to real estate and property management accounting
  • Previous experience at a Big Four accounting firm, familiar with institutional owner standards
  • Deep knowledge of CAM, NNN leases, recoveries, and key real estate metrics
  • Proficient in handling catch-up work for books that are behind or disorganized
  • Detail-focused, responsive, and adept at working with both individual owners and larger operators
  • Available for part-time, project-based, or ongoing monthly engagements

If you require assistance in organizing your financial records or need a dedicated professional to manage your CAM reconciliations and reporting, please respond to this posting. Include a brief overview of your portfolio, the software system you use (Yardi, AppFolio, QuickBooks), and specify if you need ongoing support or a one-time cleanup. You may then call, text, or email using the aaalist contact options.

Location

M
Nancy Nelson
Member since 2015
★★★★ (4.2)

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