Residential (Mid-Size)

Overview

The Client, a San Francisco based Property Management Firm came to OptimalBooks looking to Partner with a firm that could help them support back-office functions, specifically supporting their Director of Accounting and their Team of Portfolio Managers.

OptimalBooks first completed historical catch-up/clean-up in Appfolio and set up standard operating procedures for ongoing management.

The clean-up and standard operating procedure setup was completed within 3 months working hand-in hand with the Owner and Director of Accounting. Two teams were built out to manage the entirety of their portfolio’s bookkeeping operations as well as tenant relations & collections.

With OptimalBooks managing the back-end processes, the Client was able to stabilize their operations and begin reviewing opportunities for continued expansion.