AppFolio Accounting & CFO
To Scale Doors Without Accounting Chaos
At REI Financial Group, we help AppFolio-based operators turn their finances into a strategic advantage so they can scale doors profitably, protect margins, and make every investment count.
Takes a few minutes and helps us understand if and how we can best help your business.
The full-service, AppFolio finance department for property managers and investors.
Truly Done For You
We handle setup, clean up, monthly close, reporting, and CFO oversight so you don’t have to live in AppFolio.
Specialists Only
Built exclusively for operators on AppFolio, with deep trust accounting and property management expertise.
From Bookkeeping To CFO
One partner for day-to-day accounting, performance visibility, and strategic finance guidance as you scale.
Benefits of Having a Dedicated AppFolio Finance Team
Expertise & Accuracy You Can Rely On
AppFolio accounting is different from generic small‑business bookkeeping. We work only with AppFolio‑based operators, so we understand trust accounting, owner reports, and portfolio structures in detail. That specialization lets us rebuild your setup the right way, keep your books accurate month after month, and give you confidence that your numbers reflect reality.
Cost Savings & Operational Efficiency
Building and managing an in‑house accounting team is expensive and time‑consuming. With REI Financial Group, you get a full AppFolio‑native finance department for a predictable, service‑based fee. We streamline your close process, reduce rework and errors, and eliminate the need to constantly train new staff, so your finance function runs smoothly without excess overhead.
Focus On Core Growth Activities
Your highest value work is growing doors, improving operations, and managing relationships with owners and investors, not living inside the accounting system. We take responsibility for the finance function, from clean data to clear reporting and fractional CFO support, so you can focus on strategy and growth while knowing the numbers are handled.
How Can REI Financial Group Help You Make More Money?
Are you wasting valuable time
trying to do your own bookkeeping?
At REI Financial Group, we take the financial workload off your plate so you can focus on activities that drive your business forward. Instead of losing hours wrestling with spreadsheets and reconciling accounts, trust us to handle your AppFolio accounting with the upmost care.
With your time freed up, you can focus on growing your portfolio, closing deals, and building long-term success–stress free.
Are messy financials causing
missed opportunities and tax stress?
With REI Financial Group, your financials will be meticulously organized. We track every penny to ensure your numbers are accurate and easy to understand.
No more worrying about where your money is going or missing costly errors. With our careful attention to detail, you’ll spot issues fast, fix them easily, and breeze through tax season with maximum deductions.
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Is poor cash flow and unexpected
costs hurting your investment returns?
With REI Financial Group CFO services, you’ll have a trusted partner dedicated to improving your financial health and growing your real estate business.
We create simple processes to manage cash flow effectively, identify profitable opportunities, reduce unnecessary expenses, and make strategic investment decisions–all focused on helping you achieve your long-term investment goals.
Who We Serve
01.
Landlords
02.
Flippers
03.
Property Managers
04.
Wholesalers
05.
Real Estate Agents
and Brokers
Getting Started Is Easy
STEP 1: Get Your Scorecard
Answer a few focused questions so we can see how your current AppFolio accounting and finance setup is really performing.
STEP 2: Review Your Results & Options
We review your scorecard, identify the biggest risks and opportunities, and outline what working together could look like for your portfolio.
STEP 3: Partner With Us
If it’s a strong fit, we take over your AppFolio accounting department so you can stop living in the numbers and get back to growing your investments.