APM Help

Outsource trust and corporate bookkeeping to keep property records reconciled, compliance issues visible, and company finances organized.

Outsource payable entry and duplicate checks while keeping final payment review and approval in your team’s hands.

Prepare and file property management 1099s with expert support, organized data, and attention to owner and vendor reporting.

Resolve bookkeeping backlogs and trust-account discrepancies to restore accurate, reconciled records and help property managers prepare for audits.

Keep control of property management data while installing and coordinating AI capabilities tailored to your operations.

Understand where your property management books stand, what needs attention first, and whether cleanup is needed at no cost or commitment.

Identify potential trust-compliance exposure and receive a personalized action plan to help prepare for an audit.

Helps property managers learn common AppFolio and Buildium workflows through free, topic-organized instructional videos.

Trust Bookkeeping

APM Help provides property trust accounting and, as an add-on, corporate bookkeeping. The team handles payables, receivables, deposits, owner and tenant accounting, daily trust and corporate bank reconciliations, and three-way trust reconciliation in supported property management software and QuickBooks Online. Trust bookkeeping includes daily compliance checks on AppFolio, Buildium, and Rentvine, issue correction and reporting support, and a dedicated account manager. Corporate bookkeeping records company income and expenses separately from property trust transactions and provides financial statements by the 15th of each month. APM Help reports a 100% client trust-audit pass rate since 2017.

Category: Bookkeeping Services

• Outsource Property Transaction Entry
  Have the bookkeeping team enter payables, receipts, reimbursements, and deposits in your property management software.
• Keep Bank Records Current
  Daily reconciliation helps identify discrepancies promptly and maintain current trust and corporate accounting records.
• Tie Out Bank, Book, And Ledger Balances
  Matching bank, book, and owner and tenant ledger balances helps confirm that trust funds are accounted for and supports compliance and audit preparation.
• Flag Trust Accounting Issues Daily
  Daily checks surface potential compliance issues for review, including negative property balances and uncleared deposits.
• Maintain Owner And Tenant Records
  Keep owner and tenant accounting current across payments, statements, liabilities, move-ins, and move-outs, including security deposit activity.
• Organize Company Income And Expenses
  Maintain categorized corporate books that record management company income and operating expenses separately from trust transactions.
• Verify Funds Before Payment Approval
  Check available funds before payments reach the client’s approval step, while leaving final review and authorization with the client.
• Resolve Trust Bookkeeping Issues
  Get support correcting flagged diagnostics, cash suspect and tenant liability issues, and system errors, as well as help with bookkeeping reports.
• Work With A Dedicated Bookkeeping Team
  Coordinate ongoing bookkeeping through an account manager backed by a team handling daily tasks and available for screen-share meetings.
• Review Timely Financial Reports
  Receive scheduled financial statements by the 15th of the following month and request cash flow, year-end tax, or other management reports.
• Track Property Costs And Reimbursements
  Record company-paid property costs, generate invoices by property, monitor reimbursement receivables, and track completed reimbursements.
• Manage Books In Your Software
  Have bookkeeping handled in the listed property management platforms and QuickBooks Online for corporate records.
• Record Corporate Payables
  Include corporate accounts payable bills in the company bookkeeping workflow.
• Access An On-Call Account Administrator
  Get access to an on-call account administrator as part of corporate bookkeeping.

AP Solutions

AP Solutions is an accounts payable service for property managers using AppFolio, Buildium, Rentvine, or Propertyware. APM Help bookkeepers enter vendor invoices and owner and management company bills into the client’s property management software, check each payable for duplicates, and conduct daily automated audit checks in AppFolio, Buildium, and Rentvine. A dedicated account manager guides onboarding for the first 30 days. Clients review payables and execute payments themselves, retaining control of outgoing funds.

• Outsource Payable Data Entry
  APM Help enters vendor invoices and owner and management company bills in the client’s property management software.
• Catch Duplicate Payables
  Each payable receives a duplicate check, helping prevent duplicate bills from entering the books.
• Retain Payment Control
  The client keeps final review and payment execution in-house, retaining control over outgoing funds.
• Flag Issues Daily
  Daily automated checks on supported platforms identify and flag issues in the books.
• Use Your Property Management Software
  Bookkeepers enter payables in the client’s existing property management software account.
• Establish Payables Workflows
  A dedicated account manager helps establish the client’s processes and workflows during the first 30 days.
• Coordinate Tasks In Asana
  Use Asana for payable tasks, providing the vendor, GL account, property, and invoice details.

1099 Filing

APM Help provides property management companies with guidance and support for preparing and filing 1099 forms for owners and vendors. The service helps organize and verify data, prepare for year-end reporting, and file forms accurately and on time. APM Help also offers a free 30-minute consultation and supports workflows for AppFolio, Buildium, and Rentvine.

• Prepare Owner And Vendor Tax Forms
  Get support preparing the 1099 forms used to report owner rental income and vendor payments.
• Organize And Verify Filing Data
  Get help organizing and checking the data needed for year-end 1099 preparation.
• Match Owner Totals To Cash Flow
  Compare owner 1099 amounts with cash flow reports and review accounting items that can change reported income.
• Submit Forms Accurately And On Time
  Get filing support and guidance on electronic filing requirements and deadlines.
• Follow Software-Specific Filing Steps
  Use platform-specific guidance to prepare 1099s in supported property management software.
• Collect And Check Taxpayer Details
  Prepare taxpayer details and W-9 information to support accurate 1099 reporting.
• Check Books Before Filing
  Review reconciliations, uncleared items, and relevant settings before generating forms.
• Get Personalized Filing Guidance
  Discuss 1099 setup and filing questions with an expert during a free 30-minute consultation.

Bookkeeping Cleanup & Consulting

Project-based bookkeeping consulting and cleanup for property managers with delayed, disorganized, or unreliable books. APM Help reviews the client’s database, provides a written action plan, and makes corrections to establish a clean, reconciled baseline. Work includes bank reconciliation catch-up, three-way trust reconciliation, trust compliance audit preparation, AppFolio Financial Diagnostics cleanup, and Propertyware Cash Suspect Report cleanup. Projects are scoped to the condition of the books and supported in AppFolio, Buildium, Rentvine, Propertyware, and QuickBooks Online.

Category: Bookkeeping Services

• Bring Bank Reconciliations Current
  Resolve reconciliation backlogs and bring accounts up to date, including accounts months or years behind.
• Tie Out Trust Account Balances
  Compare bank, book, and client ledger balances, resolve discrepancies, and produce reports that support state requirements.
• Reveal Issues And Prioritize Fixes
  Get a live review of your books and a written action plan explaining what needs attention first and whether cleanup is needed.
• Prepare Trust Books For Audits
  Correct and reconcile trust records to help property managers prepare for and respond to a state audit.
• Find And Correct Accounting Errors
  Investigate the transactions behind discrepancies and correct the underlying issues in the books.
• Clear AppFolio Diagnostic Discrepancies
  Resolve common Financial Diagnostics flags so the report better reflects the condition of the books.
• Resolve Propertyware Cash Suspect Issues
  Correct liability discrepancies and unallocated cash behind report flags, then maintain the report so it remains accurate and useful.
• Match Cleanup To Your Software
  Get cleanup support from consultants familiar with the listed platforms and their accounting workflows.
• Track Progress From Review To Debrief
  Work through diagnosis, onboarding, corrections, check-ins, and a final review with a consultant.
• Scope Work To Your Books
  Base the cleanup scope on a review of the actual records and the work needed to organize them.
• Keep Books Clean After Cleanup
  Continue from a one-time cleanup into Trust Bookkeeping for ongoing bookkeeping and daily reconciliations.

PM in a Box

PM in a Box is a free, open-source AI harness and multi-agent orchestrator for property management. It runs on an operator’s own infrastructure and coordinates agents, approvals, skills, connectors, and PMS data. Its AGPL-3.0-licensed core can be read and forked, while an industry-built marketplace offers installable capabilities without vendor lock-in or seat and per-unit fees.

• Coordinate AI Workflows In One Harness
  Use one control layer to coordinate agents, approvals, skills, connectors, and property management system data.
• Keep PMS Data Under Your Control
  Keep property management data on your infrastructure and decide whether it leaves, without PMS lock-in.
• Inspect, Modify, And Fork The Core
  Use a readable, forkable open-source core under the AGPL-3.0 license; modifications must be shared back.
• Run It On Your Own Infrastructure
  Deploy the platform on your own hardware or cloud without seat or per-unit fees.
• Install Capabilities That Fit Your Business
  Browse and install capabilities suited to your operations, with listings ranked by real adoption rather than paid placement.
• Extend The Harness With Reusable Components
  Install preconfigured agents, workflow-focused skills, reusable tools, and integrations for external systems and data.
• Back Up PMS Data And Ask Questions
  Maintain continuous backups of PMS data and use an agent to answer questions about it.
• See Daily Portfolio Profit And Loss
  Get daily profit-and-loss visibility for your portfolio instead of relying on figures that are a month or a quarter behind.
• Triage And Draft Responses Across Channels
  Apply your rules to agent handling of email, SMS, voice, and website chat, including triage, drafting, and replies.
• Compare Units Against Live Market Data
  Use live market data to compare units and inform pricing against current market conditions.
• Monitor Coverage And Shop Insurance Rates
  Monitor landlord insurance coverage, flag gaps, and automatically shop carriers for better rates.
• Improve Search And AI Visibility
  Use websites designed to rank in Google and receive citations from AI answer engines, with hosting included.
• Distribute Listings And Track Leads
  Automatically distribute vacancies, adjust listing copy, and track the sources of rental leads.

Free Database Review

APM Help reviews a property manager’s actual bookkeeping database live and provides a written action plan at no cost. The review covers bookkeeping and trust-account areas, identifies what needs fixing and prioritizing, and helps determine whether cleanup is needed and roughly how much. There is no obligation to hire APM Help, and the action plan is yours to keep.

• Review Your Actual Books
  See what is happening in your real bookkeeping database during a live review with a software expert.
• Check Trust Account Balances
  Find out whether trust account money matches what your software says you are holding.
• Get A Written Action Plan
  Leave with written findings, priorities, potential cleanup scope, and possible ongoing support, whether or not you hire APM Help.
• Identify Reconciliation Gaps
  Learn whether your bank accounts are reconciled and how far back outstanding gaps go.
• Spot Deposit And Liability Gaps
  Identify deposit and liability balances that do not tie out.
• Review Your Books At No Cost
  Get the consultation, live review, and written action plan without a fee or obligation to hire APM Help.
• Check Owner And Property Balances
  See whether owner and property balances have discrepancies, including negative balances, co-mingling, or owner draws that do not add up.
• Find Unallocated Transactions
  Identify lingering unallocated items that can affect report accuracy.
• Assess Reporting And Workflow
  Understand whether reports and the monthly process are set up to support clean books.
• Check 1099 Filing Readiness
  Find out whether vendor data and payments are prepared for filing season.
• Include Corporate Books
  Have your QuickBooks Online corporate books included in the review if requested.
• Control Review Access
  Set up a dedicated user so access is trackable and easy to revoke, with guidance from APM Help.

Trust Compliance Risk Calculator

A free online calculator that helps property managers assess potential trust-account compliance exposure. In about 90 seconds, users answer questions about their portfolio, bank accounts, reconciliation practices, management type, audit history, accounting software, and state. The calculator provides a high-level risk score and outlines next steps with a personalized action plan. Results are emailed with a detailed PDF report and consultation options.

• Assess Trust Accounting Exposure
  Answer questions about trust accounting practices to receive a high-level view of potential compliance risk factors.
• Get A Personalized Risk Score
  See a risk score and suggested next steps to understand potential exposure and what to address.
• Receive Your Results By Email
  Get results in your inbox as a detailed PDF report, along with consultation options.
• Check Your Risk In 90 Seconds
  Complete a short online check without a call or commitment to get an initial view of trust-compliance risk.

APM Help Academy

APM Help Academy is an educational video library for property managers, with tutorials covering AppFolio and Buildium. Videos address practical workflows such as account setup, properties and units, leases, rent payments, security deposits, maintenance, and reporting. Viewers can browse the library by software topic, and the tutorials are free to access.

• Learn AppFolio Workflows
  Follow practical tutorials to learn common AppFolio property management tasks, from dashboard navigation to tenant and accounting workflows.
• Learn Buildium Workflows
  Use step-by-step training videos to learn common Buildium tasks, including account setup, payments, maintenance, and deposits.
• Access Tutorials For Free
  Property managers and their teams can use the video tutorial library without being APM Help clients.
• Find Relevant Tutorials
  Browse videos by software topic to find tutorials relevant to the property management system being used.