We Work Inside Your Existing System
Bookkeeping and accounting support inside your existing QuickBooks, Xero, NetSuite, Sage or other accounting platform, following your established chart of accounts and workflow.
Systems We Support
Yardi accounting workflows by property type
Yardi accounting tasks differ between community associations and rental-property portfolios. Choose the workflow that matches the records and reporting you maintain.
Assessment ledgers, operating and reserve reconciliations, payable tracking and board-reporting handoffs.
Yardi accounting support for property managersProperty-level reconciliations, tenant and owner ledger checks, payable and receivable schedules and month-end reporting.
Your System, Our Workflow
Your books stay in the accounting platform you already use. Our team follows your existing chart of accounts, approval process and close calendar, so the work fits your established routine.
We work inside your existing chart of accounts, not a separate system
Recurring reconciliations and account maintenance on your close schedule
Reporting built from your platform's standard reports and exports
Documented handoffs so your reviewer can see what changed and why
Agreed access and workflow responsibilities
No proprietary platform — your data and history stay in your own software
What Stays With Your Software Provider
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Software Licensing & Hosting
Your subscription and infrastructure stay with QuickBooks, Xero, NetSuite, or your chosen platform
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Implementation & Configuration
Initial system setup for larger platforms (NetSuite, Sage, CCH Axcess) typically sits with a dedicated implementation partner
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Custom Development
Custom integrations, APIs, and workflow automation stay with your IT team or software vendor
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Forecasting & BI Tools
We keep the underlying books accurate; forecasting and dashboard tools are typically your accountant or advisor's domain
Frequently Asked Questions
What accounting software do you support?
We work inside QuickBooks Online, Xero, NetSuite, Sage, Drake Tax, and CCH Axcess — the platforms our clients already use.
Can you help with data migration to a new system?
We support the reconciliation and validation work behind a migration — checking that historical data lands correctly in the new system. The technical migration itself is typically coordinated with your software provider or an implementation partner.
Do you provide training on accounting software?
Our onboarding covers how our team will work inside your existing system and process, so your reviewers know what to expect from each handoff. We are not a substitute for vendor training on the software itself.
Can you integrate with our custom systems?
We work inside the accounting platform and its standard connections to common business tools. Building custom integrations or APIs is outside our scope — that typically sits with your software vendor or an implementation partner.
How do you handle data security?
Agree permitted users, system access and handling requirements during onboarding. Confirm any contractual or regulatory requirements before work begins.
Do you provide financial forecasting or business intelligence dashboards?
We focus on accurate, current books and recurring management reporting inside your existing system. Forecasting and BI-dashboard work are outside our scope; your accountant or advisor is better positioned to build on the clean data we maintain.
Can you work across more than one accounting platform?
Yes, when the engagement identifies the systems, entities, responsibilities and output expected from each workflow. The work is scoped platform by platform; access and reporting handoffs are confirmed before preparation starts.
Do you recommend which accounting platform a firm should buy?
Our work is centered on accounting preparation inside the system already in use, rather than software selection or vendor consulting. Your firm or client should make platform decisions based on its own operating and implementation requirements.
Who approves accounting changes made in the existing system?
The responsible CPA, controller or authorized client retains approval of accounting treatment and material changes. Preparation follows documented instructions, and unclear entries or mismatches are returned for review rather than posted on assumption.
What should be confirmed before providing system access?
Confirm the specific client file, required tasks, permitted access level, source records, file-handling rules, reviewer and escalation contact. Access should be limited to what the agreed accounting work requires.
Talk to Us About the Platform You Work In
A free consultation, and a call that costs nothing. Name the platform and the work, and we will tell you plainly whether we are a fit for it.
Which System Are You Working In?
Tell us your platform and where the accounting work is getting stuck — we'll work inside what you already have.