Property Management & Real Estate Accounting
CPA Full-Service Financial Reporting
Let’s set you up for success
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.
Full-Service Property Management Accounting
Banking Transactions to Understandable Reports
Corporate, Partnership, Estate, Individual Tax
appfolio trust accounting
The Secret to Your Success
AppFolio Full-Service Property Management Accounting
From as-needed, virtual & on-site training to fully customized training portfolios
Accounts payable, receivables, tenant movements, disbursements and three-way reconciliation
Launch your new database, restore your existing database or onboard a separate database into your current
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.
Incorporating transactional history into comprehensive management reports
Certified Public Accountant advisory and tax preparation
Your dollars need to make sense. We have professionals dedicated to your portfolio
We keep up with the IRS tax codes so we can best interpret your information for reporting
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.
We appreciate the challenges our clients present us with adapting their needs using AppFolio.
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.
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!
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.
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!
Sage Scholarch Articles
Sage Financial Logistics’ helpful insights regarding trust and AppFolio accounting
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Behind every great business is an excellent accountant.