Financial Quality Assurance for Property Management

Catch ledger discrepancies, validate fee accuracy, and protect owner trust before statements go out.

All ongoing retainer plans include our 30-Day Risk-Free Guarantee: If we don't catch a billing discrepancy or process gap in your first 30 days, you don't pay.

The Blueprint

3-Day Confidence Cornerstone

$0.00

Best For: Property managers who want a fast, low-risk test run to verify statement accuracy before their next monthly distribution.

Core Scope:
- Sample review of recent owner statements and tenant billing setups.
- Identification of billing errors, missed fees, and calculation discrepancies.
- Rapid inspection of operational process gaps causing financial leakage.
Key Deliverables & ROI:
- Deliverable: Executive Findings Report with prioritized fix recommendations and an estimated dollar-impact summary.
- ROI: Catches costly ledger errors before owners or tenants see them.
Pricing: $497 (One-time fee, no ongoing commitment)

Pouring the Foundation of Assurance

$0.00

Best For: Portfolios up to 5 properties with bookkeeping support that need a consistent quality control layer before financials go out.

Core Scope:
- Monthly pre-distribution review of financial statements and billing summaries.
- Verification and flagging of ledger errors, missed fee setups, and misclassified charges.
- Recurring monthly evaluation schedule ensuring statement accuracy.
Key Deliverables & ROI:
- Deliverable: Monthly Findings Summary delivered by the 10th of every month.
- ROI: Prevents embarrassing statement corrections, protects owner trust, and eliminates rework without adding internal staff.
Pricing: $1,200 – $1,800 / month

Frame, Don't Strain Your Financials

$0.00

Best For: Portfolios up to 15 properties experiencing repeated billing issues, managing multiple vendor cycles, or scaling their team.

Core Scope:
- Includes all Tier 1 monthly reviews across expanded reporting cycles.
- Tracking and root-cause categorization of errors (person, process, or software glitch).
- Continuous tracking of multi-vendor billing patterns and recurring discrepancies.
Key Deliverables & ROI:
- Deliverable: Monthly Discrepancy & Root-Cause Analysis Report with actionable system fixes.
- ROI: Fixes recurring operational glitches at the source so you stop paying for the same mistake every month.
Pricing: $2,500 – $3,500 / month

Raise the Roof on your Potential

$0.00

Best For: Scaled property management companies (16+ properties) that need a dedicated, high-level partner to protect financial operations as they grow.

Core Scope:
- Comprehensive multi-period ledger reviews across all portfolio properties.
- Ongoing process evaluation and strategic workflow refinements to handle rapid unit acquisition.
- Direct collaboration with executive leadership to solidify internal controls.
Key Deliverables & ROI:
- Deliverable: Monthly QA Inspections + Executive Quarterly Business Review (QBR) detailing cumulative findings and efficiency trends.
- ROI: Ensures your financial back-office can double or triple in volume without multiplying billing errors.
Pricing: $5,000+ / month (or custom per-unit pricing)