Trust Accounting Professionals

Whether you are just starting up, a well-established company or ready to sell your organization, we have you covered. With almost twenty years of combined professional accounting and business operations experience, we are dedicated to all aspects of your business developments.
Sage Financial Logistics is The Wise Choice TM

Migration & Training

Virtual, on-site and webinar training. Including fully customized portfolios

Reconciliation

Reconstruction to monthly certified auditable reconciliation reports and financials

Full-Service

Money in to money out and all that is between

year-End

Annual statement analysis and 1099 NEC/MISC publication

Saving the world one property management company at a time TM.

Our Approach

Sophisticated. Savvy. Insightful. Intuitive.

Utilizing K.I.S.S. Principles allows every client and accounting professional the ability to communicate the financial information effectively to cultivate better business decisions.

Appfolio trust accounting

The Secret to Your Success

AppFolio Full-Service Property Management Accounting

appfolio training

From as-needed, virtual & on-site training to fully customized training portfolios

full-service accounting

Accounts payable, receivables, tenant movements, disbursements and three-way reconciliation

migration

Launch your new database, restore your existing database or onboard a separate database into your current

year-end

Preparation of year-end reports for owners’ tax professionals and IRS auditable profit and loss information

corporate accounting service

The Secret of Our Success

We own and operate businesses too! Let us assist you with your business and individual accounting needs.

comprehensive reporting

Incorporating transactional history into comprehensive management reports

reconciliation

We prepare and certify our reconciliation reports that you furnish for any potential audit

financial planning

Your dollars need to make sense. We have professionals dedicated to your portfolio

Continued education

We continually train our staff to be Pros so you have one less thing to worry about

Bragging Rights

We appreciate the challenges our clients present us with adapting their needs using AppFolio.

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We have worked with SFL for several years and Rebecca cleaned up our books due to a bookkeeper departing the company. If you want to make sure your books are squeaky clean, look no further. SFL has you covered and you can rest assured that she will keep you prepared for any audit that might come your way.

Sarah Dodge

When Rollingwood Management migrated to AppFolio in 2010, Rebecca provided her analytical strengths to ensure our records were accurate moving forward. She is the go-to person for property management accounting questions and training, including creating internal processes for our success.

Michael Francis

AppFolio can be very complex and SFL has always come through for us. We have found them to be more knowledgeable than the AF tech support, and certainly more responsive. SFL gets it right!

David Klobedans

I used Sage Financial Logistics to help me clean an issue we had with one of our tenant ledgers in AppFolio. Rebecca responded immediately and solved the problem for me within a few hours at an extremely reasonable price! She explained everything to me and I feel confident that it was done right! I strongly recommend her services to anybody in need of accounting help, and will certainly use her again should the need arise! Rebecca is a great source to have!

Ed Hochman

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Behind every great business is an excellent accountant.

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