Sage Financial Logistics – The Wise Choice

Trust Accounting

Property Management & Real Estate Accounting

Corporate Accounting

CPA Full-Service Financial Reporting

Financial Planning

Let’s set you up for success

Tax Preparation

Corporate, Partnership, Trust, Individual & State

A few things we’re great at

We operate seamlessly between your corporate accounts and property management databases to ensure your income is being reported accurately through your corporate and individual tax returns.

appfolio

Full-Service Property Management Accounting

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quickbooks

Banking Transactions to Understandable Reports

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Tax Preparation

Corporate, Partnership, Estate, Individual Tax

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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 with your business and individual accounting needs.

Comprehensive Reporting

Incorporating transactional history into comprehensive management reports

Tax professionals

Certified Public Accountant advisory and tax preparation

financial Planning

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

continued education

We keep up with the IRS tax codes so we can best interpret your information for reporting

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.

Bragging Rights

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

Sarah Dodge

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

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

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!