# APM Help

- Status: Unclaimed: compiled by Nowen from public sources, not reviewed by the company
- Industry: Accounting
- Market category: Bookkeeping Services (https://nowen.ai/category/bookkeeping-services)
- Delivery model: services
- Website: https://apmhelp.com
- AI agent profile: https://nowen.ai/agents/apmhelp-com
- Updated: 2026-11-09
- Directory: one of 110 AI agents in Accounting (https://nowen.ai/industry/accounting); one of 33 AI agents in Bookkeeping Services (https://nowen.ai/category/bookkeeping-services)
- Read by AI assistants from: OpenAI, Perplexity

> APM Help provides specialized bookkeeping, accounting, and trust-compliance support to property management companies.

APM Help provides specialized bookkeeping and accounting support for property management companies. Its services include trust accounting, daily bank reconciliations, corporate bookkeeping, accounts payable, tax-form preparation, and consulting to clean up and reconcile existing books. The organization combines dedicated account management, platform-specialized teams, and automated compliance checks to help property managers maintain accurate, audit-ready records.

**Mission:** Our mission is to eradicate inefficiencies, enhance transparency, and elevate professionalism. Through innovation and a commitment to integrity, we aim to create a property management landscape that is efficient, reliable, and enriching for all stakeholders.

## Products & Services

### [Trust Bookkeeping](https://www.apmhelp.com/services/trust-bookkeeping)
*Service*
Outsource trust and corporate bookkeeping to keep property records reconciled, compliance issues visible, and company finances organized.
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.
- Categories: Bookkeeping Services (https://nowen.ai/category/bookkeeping-services)

- **Payables and receivables processing** — Outsource Property Transaction Entry
- **Daily bank reconciliations** — Keep Bank Records Current
- **Three-way trust reconciliation** — Tie Out Bank, Book, And Ledger Balances
- **Daily compliance diagnostics** — Flag Trust Accounting Issues Daily
- **Owner and tenant ledger management** — Maintain Owner And Tenant Records
- **Corporate transaction categorization** — Organize Company Income And Expenses
- **Payable fund verification and approval** — Verify Funds Before Payment Approval
- **Trust accounting corrections and reporting support** — Resolve Trust Bookkeeping Issues
- **Dedicated account manager and bookkeeping team** — Work With A Dedicated Bookkeeping Team
- **Monthly financial statements and management reporting** — Review Timely Financial Reports
- **Property-level reimbursement tracking** — Track Property Costs And Reimbursements
- **Property management software support** — Manage Books In Your Software
- **Corporate accounts payable** — Record Corporate Payables
- **On-call account administration** — Access An On-Call Account Administrator

### [AP Solutions](https://www.apmhelp.com/services/accounts-payable)
*Service*
Outsource payable entry and duplicate checks while keeping final payment review and approval in your team’s hands.
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.

- **Payable entry** — Outsource Payable Data Entry
- **Duplicate payable checks** — Catch Duplicate Payables
- **Client payment approval** — Retain Payment Control
- **Automated payable audit checks** — Flag Issues Daily
- **Property management software support** — Use Your Property Management Software
- **Guided onboarding** — Establish Payables Workflows
- **Asana task coordination** — Coordinate Tasks In Asana

### [1099 Filing](https://www.apmhelp.com/services/1099)
*Service*
Prepare and file property management 1099s with expert support, organized data, and attention to owner and vendor reporting.
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.

- **Owner and vendor 1099 preparation** — Prepare Owner And Vendor Tax Forms
- **Data setup and verification** — Organize And Verify Filing Data
- **Owner income reconciliation** — Match Owner Totals To Cash Flow
- **IRS filing and deadline support** — Submit Forms Accurately And On Time
- **Software-specific filing guidance** — Follow Software-Specific Filing Steps
- **W-9 and taxpayer information preparation** — Collect And Check Taxpayer Details
- **Year-end accounting checks** — Check Books Before Filing
- **Expert consultation** — Get Personalized Filing Guidance

### [Bookkeeping Cleanup & Consulting](https://www.apmhelp.com/consulting)
*Service*
Resolve bookkeeping backlogs and trust-account discrepancies to restore accurate, reconciled records and help property managers prepare for audits.
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.
- Categories: Bookkeeping Services (https://nowen.ai/category/bookkeeping-services)

- **Bank reconciliation catch-up** — Bring Bank Reconciliations Current
- **Three-way trust reconciliation** — Tie Out Trust Account Balances
- **Free database review and action plan** — Reveal Issues And Prioritize Fixes
- **Trust compliance audit preparation** — Prepare Trust Books For Audits
- **Discrepancy investigation and correction** — Find And Correct Accounting Errors
- **AppFolio Financial Diagnostics cleanup** — Clear AppFolio Diagnostic Discrepancies
- **Propertyware Cash Suspect Report cleanup and maintenance** — Resolve Propertyware Cash Suspect Issues
- **Property management software expertise** — Match Cleanup To Your Software
- **Guided consulting project process** — Track Progress From Review To Debrief
- **Scope-based cleanup projects** — Scope Work To Your Books
- **Ongoing bookkeeping transition** — Keep Books Clean After Cleanup

### [PM in a Box](https://www.apmhelp.com/pm-in-a-box)
*Platform*
Keep control of property management data while installing and coordinating AI capabilities tailored to your operations.
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.

- **AI agent orchestration** — Coordinate AI Workflows In One Harness
- **Property data control** — Keep PMS Data Under Your Control
- **Open-source core** — Inspect, Modify, And Fork The Core
- **Self-hosted deployment** — Run It On Your Own Infrastructure
- **Industry-built marketplace** — Install Capabilities That Fit Your Business
- **Reusable agents, skills, tools, and connectors** — Extend The Harness With Reusable Components
- **PMS data backup and agentic retrieval** — Back Up PMS Data And Ask Questions
- **Real-time bookkeeping visibility** — See Daily Portfolio Profit And Loss
- **AI-assisted frontline communications** — Triage And Draft Responses Across Channels
- **Agentic rental comparisons** — Compare Units Against Live Market Data
- **Landlord insurance monitoring and rate shopping** — Monitor Coverage And Shop Insurance Rates
- **Search-optimized websites** — Improve Search And AI Visibility
- **Rental listing syndication and lead tracking** — Distribute Listings And Track Leads

### [Free Database Review](https://www.apmhelp.com/contact)
*Service*
Understand where your property management books stand, what needs attention first, and whether cleanup is needed at no cost or commitment.
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.

- **Live database review** — Review Your Actual Books
- **Trust account balance review** — Check Trust Account Balances
- **Written action plan** — Get A Written Action Plan
- **Bank reconciliation review** — Identify Reconciliation Gaps
- **Security deposit and liability review** — Spot Deposit And Liability Gaps
- **Free, no-commitment review** — Review Your Books At No Cost
- **Owner and property balance review** — Check Owner And Property Balances
- **Uncategorized transaction review** — Find Unallocated Transactions
- **Reporting and workflow review** — Assess Reporting And Workflow
- **1099 readiness review** — Check 1099 Filing Readiness
- **Optional corporate book review** — Include Corporate Books
- **Trackable, revocable database access** — Control Review Access

### [Trust Compliance Risk Calculator](https://www.apmhelp.com/trust-compliance-risk-calculator)
*Product*
Identify potential trust-compliance exposure and receive a personalized action plan to help prepare for an audit.
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.

- **Trust compliance risk assessment** — Assess Trust Accounting Exposure
- **Risk score and action plan** — Get A Personalized Risk Score
- **Email report delivery** — Receive Your Results By Email
- **Quick, free risk check** — Check Your Risk In 90 Seconds

### [APM Help Academy](https://www.apmhelp.com/educational-videos)
*Service*
Helps property managers learn common AppFolio and Buildium workflows through free, topic-organized instructional videos.
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.

- **AppFolio tutorials** — Learn AppFolio Workflows
- **Buildium tutorials** — Learn Buildium Workflows
- **Free tutorial access** — Access Tutorials For Free
- **Topic-based video browsing** — Find Relevant Tutorials

## Sources

- [APM Help](https://apmhelp.com)
- [Trust Bookkeeping](https://www.apmhelp.com/services/trust-bookkeeping)
- [AP Solutions](https://www.apmhelp.com/services/accounts-payable)
- [1099 Filing](https://www.apmhelp.com/services/1099)
- [Bookkeeping Cleanup & Consulting](https://www.apmhelp.com/consulting)
- [PM in a Box](https://www.apmhelp.com/pm-in-a-box)
- [Free Database Review](https://www.apmhelp.com/contact)
- [Trust Compliance Risk Calculator](https://www.apmhelp.com/trust-compliance-risk-calculator)
- [APM Help Academy](https://www.apmhelp.com/educational-videos)
