Our Services
Expert Accounting For All Property Types
Single Family
Multi-Family
Community Associations
Commercial
Student Housing
Affordable Housing
How It Works
1
Diagnose Your Current AppFolio Finance Setup
We start with an AppFolio finance strategy call and targeted diagnostic so we understand your portfolio, current accounting, and where messy numbers are blocking growth.
2
Rebuild & Clean Up Your Accounting Foundation
Then we redesign your AppFolio structure, clean up historical issues, and lock in a clean, reliable accounting system that matches how your business actually operates.
3
Run Your Accounting Department & CFO
Once the foundation is solid, we take over monthly close, reporting, and ongoing CFO support so you always know your numbers and can make confident growth decisions.
AppFolio Accounting & CFO Services Offered
AppFolio Setup
We set up your accounts and processes from the ground up, ensuring everything is organized and running smoothly from day one for hassle-free bookkeeping.
Loan & Insurance Tracking
We track your loans and insurance policies, helping you stay on top of payments, renewals, and deadlines to avoid any costly oversights.
Monthly Reporting
We provide easy-to-understand, detailed financial reports each month, giving you clear insights into your financial health and helping you make informed decisions.
Account Cleanup
We clean up your financial records, fix any discrepancies, and bring everything up to date, giving you a fresh start with accurate, reliable books.
Recording HUDs and Accruals
We accurately record HUD statements and accruals, ensuring all of your properties are accurately accounted for on your books.
Cash Management
We track every dollar, optimize spending, and ensure your cash is working for you, not against you, so you can grow faster and more efficiently.
Bank Reconciliations
We reconcile your bank statements with your financial records, ensuring everything matches up perfectly, and your accounts are accurate and in balance.
Accounts Payable & Receivable
We handle AP and AR, ensuring timely payments and steady cash flow to keep your business running smoothly.
Budgeting
We create custom budgets that align with your goals, helping you plan for the future, control expenses, and stay on track with your financial targets.
Curious how your current setup measures up?
Why Choose REI Financial Group
Expertise In Real Estate Accounting
We know real estate. From managing property expenses and rental income to tracking property values, mortgages, and depreciation schedules, we handle the complexities of your portfolio, keeping it organized and aligned with your investment goals.
Communication is Our #1 Priority
We keep you informed and involved at every step. From answering your questions promptly to providing clear updates, we believe open communication is the foundation of a successful partnership.
Customized Financial Processes and Systems
Your business is unique, and your bookkeeping should be too. We design tailored financial processes and systems that align with your investment goals, ensuring your portfolio operates seamlessly.
Proactive Problem Solving
We don’t just work behind the scenes. We actively analyze your financial data to spot inefficiencies, identify opportunities, and make informed decisions that drive your investments forward.
We Care About Your Investments
Our mission is to ensure your investments thrive. Our team works diligently to keep you on the right path to hit your goals and achieve long-term success.