Outsourced property management accounting
Reconciliations, monthly close, payables, and ledgers, handled by trained accounting specialists and reviewed by a U.S.-based CPA. Shared or dedicated, working inside the software you already use.
Monthly close
What you receive
01The problem
Property management accounting is high-volume, deadline-driven, and holds other people’s money. Without review and redundancy built in, small gaps compound.
A busy month becomes a backlog. Unidentified deposits and uncleared items roll forward until nobody can explain them.
Your accounting lives in one employee's head. When they leave or take leave, the close stops.
Entries get made, but nobody with accounting expertise checks that the result is right.
Late or inconsistent owner statements cost more trust than any accounting fix can win back.
02Our model
Every engagement pairs trained property management accounting specialists with a U.S.-based CPA who supervises and reviews the work. You keep control of approvals. We take on the staffing, training, review, and continuity.
01
Your office
Sets priorities and approves payments, distributions, and anything that moves funds.
02
United States
Supervises your account, reviews reconciliations and financial statements, and handles escalations. Your accountable point of contact.
03
Philippines
Performs the day-to-day and monthly work inside your systems, under documented procedures. Shared or dedicated, depending on your level.
Trust and operating accounts, owner and tenant ledgers, security deposits, owner statements, and distribution accounting.
Entity-level books, property-level reporting, and a reliable monthly close across the real estate you own. Many companies do both.
03Service levels
Start with the close, hand off the recurring work, or bring on a dedicated department. Every level includes CPA oversight.
Level 1
Books you can trust, closed on schedule every month.
For companies with capable day-to-day bookkeeping in place that want an independent, professionally reviewed reconciliation and close process behind it.
Staffing
Close team with U.S.-based CPA oversight
Level 2
A professionally run accounting function, without a full-time hire.
For companies that want their recurring accounting handled end to end but do not need a full-time employee's worth of capacity.
Staffing
Shared accounting specialist + U.S.-based CPA oversight
Level 3
FlagshipYour own accounting team, without managing one.
For companies that want the continuity and availability of an in-house department, without recruiting, training, supervising, or replacing accounting staff themselves.
Staffing
Full-time dedicated specialist + U.S.-based CPA account manager
Pricing reflects the work, not a generic tier: units and properties managed, third-party owners, bank, trust, and credit card accounts, accounting entities, monthly transaction volume, and more. You receive a written proposal after your consultation.
Outsourced vs. in-house
Wanting your accountant close by is reasonable. What most owners are really after is availability, familiarity, and accountability. Those come from how the work is staffed and supervised, not from where the chair is.
Remote accounting cannot open your mail. Some tasks need someone in the building, and we plan for them rather than pretend otherwise.
Your office staff
How we coordinate
04How it works
We work inside your existing systems and take over on a defined date, with your CPA account manager reviewing the first close alongside you.
01
A working session on your portfolio, software, accounts, staff, and month-end pain points. We identify what is current, what is behind, and where the risk sits.
02
A written proposal: recommended service level, monthly deliverables, communication standards, responsibilities on both sides, and pricing built around your complexity.
03
We document your properties, accounts, approval rules, and close calendar, then set up least-privilege access in your systems with your administrator.
04
Work transfers on a defined start date. Your CPA account manager reviews the first month's reconciliations and statements with you line by line.
05
Recurring work on a set calendar, monthly deliverables, exception reporting, and scheduled reviews with your CPA account manager.
Service accountability
The usual case for an in-house accountant is that you can see whether the work gets done. We would rather put it in writing. Every engagement sets measurable service standards, and we report against them.
The In-House Experience Guarantee
We are finalizing a formal service guarantee backed by measurable standards and a defined remedy. Terms will be published here and written into client agreements once approved.
01
Defined response times for routine requests, with a separate path for urgent accounting issues.
02
Monthly reconciliations, statements, and reports delivered by dates set in your agreement.
03
A named specialist and CPA account manager, so you always know who owns your work.
04
Documented procedures and backup coverage, so service does not depend on one person.
05Questions
Being in the building and being accountable are different things. An in-house hire gives you proximity; it also gives you a single point of failure, no independent review of their work, and a search to run every time they leave. Our Dedicated Accounting Department gives you a full-time specialist who knows your portfolio, a U.S.-based CPA who reviews the work, and documented backup coverage. On-site tasks like mail and walk-in tenants stay with your office staff, and we coordinate with them through defined procedures.
Availability is written into your engagement agreement, not left to goodwill. Each client has named contacts, agreed communication channels, and defined response expectations. Dedicated Department clients work with a specialist assigned only to them during agreed working hours, with priority support and documented backup coverage.
Yes. CPA oversight is part of every service level, not an upgrade. Your CPA account manager reviews reconciliations and monthly financial statements before they are delivered, investigates exceptions, and meets with you on a defined schedule. The scope and frequency of review are set out in your engagement agreement.
Your accounting does not leave with them. Your procedures are documented, coverage is planned in advance, and your CPA account manager already knows your books. We handle recruiting, training, and transition. With an in-house hire, all of that falls to you.
Many excellent accountants work in the Philippines; ours do. The difference is everything around the individual: CPA supervision and review, property management training, documented procedures, quality control, backup coverage, and a U.S. company accountable for the result. Hiring directly means you become the recruiter, trainer, reviewer, and contingency plan.
Only what the work requires. Access is granted by you, limited to the systems and permissions in the agreed scope, and can be revoked at any time. We do not take unrestricted control of bank accounts or funds; payments and distributions follow your approval rules. Work is performed under documented procedures with U.S.-based supervision.
Less than replacing an employee. We work inside your existing software, take over in a planned sequence with a defined start date, and review the first close with you line by line. If your books need historical cleanup, we identify that during discovery and scope it separately, so it does not quietly delay the transition.
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Schedule a consultation
Start with a consultation. We review your portfolio, software, and current process, then recommend a service level and send a written proposal.