Financial Quality Assurance for Property Management
Catch ledger discrepancies, validate fee accuracy, and protect resident 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.
Our Offer Made Simple
Best For: Property managers who want a fast, low-risk test run to verify billing accuracy before their next utility cycle.
Core Scope:
Sample review of recent utility statements and resident billing setups.
Identification of billing errors, missed fees, and 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 residents see them.
Pricing: $2.50/unit (One-time fee, no ongoing commitment)
Standard sweep covers 1-2 properties.
Best For: Portfolios with utility billing support that need a consistent quality control layer before resident bills go out.
Core Scope:
Monthly prebill review of billing summaries and recovery reports.
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 15th* of every month.
ROI: Prevents embarrassing billing corrections, protects resident trust, and eliminates rework without adding internal staff.
Pricing: $5.00/unit
*delivery date can vary depending on state regulations
Best For: Portfolios seeking a historical deep-dive (past 12+ months*) to identify uncollected tenant utility passthroughs, improper vacant-unit charges, and vendor billing errors.
Core Scope:
Unit Inspection: Historical review of electric, gas, and water/sewer accounts to flag discrepancies and charges that should have been transferred to tenants upon move-in.
RUBS Passthrough Verification: Review of past 12 months of invoices against tenant billing logic to catch under-billed or missed utility charges.
Vendor Ledger Review: Identification of duplicate utility billing, rate spikes, and uncollected utility expenses across past billing cycles.
Key Deliverables & ROI:
Deliverable: Historical Recovery Findings Report detailing exact line-item discrepancies, resident impact, and vendor overcharge/undercharge totals.
ROI: Reclaims lost utility revenue from past statement cycles and provides clear fixes to stop ongoing leakage.
Pricing: $20.00/unit (One-time project; a 12-month historical review. *+$2.00/unit for every 12-month period exceeding the first 12)