About Us
At REI Financial Group, we are here to help you with all your AppFolio accounting needs.
Who We Are
At REI Financial Group, we’re an outsourced accounting and fractional CFO partner built specifically for AppFolio-based property management companies and real estate operators. Instead of juggling generic bookkeepers and disconnected advisors, you get a single, AppFolio-native finance department that understands doors, NOI, and the realities of running a portfolio.
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We rebuild your AppFolio accounting foundation, take full ownership of your monthly close and reporting, and sit beside you as your strategic finance partner to protect margins and grow the portfolio. Our job is simple: give you clean, trusted numbers and clear guidance so you can make faster, better investment and operational decisions without ever having to live in the accounting system.
Our Mission
At REI Financial Group, our mission is to give serious AppFolio-based operators the finance engine they need to scale doors without chaos or guesswork. Most property management companies and real estate operators outgrow basic bookkeeping long before they realize it. They’re making big capital and growth decisions on numbers they don’t fully trust, in a system no one truly owns. We exist to fix that.
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We’re not here to be “just your bookkeeper.” Our goal is to become your dedicated AppFolio-native finance department and fractional CFO partner: rebuilding your accounting foundation, running a disciplined monthly close, and turning your numbers into clear, actionable insight. When you work with us, you get clean data, sharp analysis, and a finance partner who thinks like an operator, so you can move faster, protect margins, and confidently grow your portfolio.
Our Approach to Real Estate Financial Success
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We Are Sticklers for Accuracy
Precision is our top priority. Whether it’s financial reports, investment performance tracking, or cash flow analysis, we make sure every detail is correct. Your financial health relies on accurate data, and we’re here to ensure everything is in order.
2
We Are Well Organized
Organization is key to keeping your finances running smoothly. From how we track your expenses to how we organize your financial data, everything is methodical, well-planned, and easy to access. We make sure nothing slips through the cracks.
3
We Help You Improve and Grow
Our job isn’t done once we’ve organized your books. We’re committed to helping you improve and grow your real estate business. By analyzing your financial data, we uncover opportunities for increased efficiency, cost savings, and revenue growth. We work alongside you to make sure you’re always moving in the right direction.
4
We Love Simplicity
Complex financial systems and reports don’t help anyone. We simplify the process for you, providing clear, actionable financial insights that are easy to understand. No jargon, no confusion—just straightforward advice to help you make the best decisions for your business.
5
We Focus on the Bigger Picture
We don’t just look at your finances in isolation. We focus on the bigger picture—understanding your long-term goals and tailoring our services to help you achieve them. Your success is a journey, and we’re here to make sure every step aligns with your vision.
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Honesty and Integrity Above All
We believe in full transparency. At REI Financial Group, we will always be 100% straightforward with you—no hidden agendas or surprises. You’ll always know where you stand, and we’ll never compromise on honesty and integrity in any aspect of our work.
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