Property Management
Case Study – Residential
Property Management Case Study – Residential
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.
Unit Count: 1,200+ Units
Property Types
– Single Family, Multi-Family, Section 8, Short-Term Rental
Scope of Work
– Bookkeeping
– Tenant Relations, Collections, Notice Creation
If you are interested in learning more about how to manage rental property remotely, feel free to book a strategy call. On the call we’ll get clear on your business’s current state as well as how to help you achieve a better lifestyle and ROI through virtual property management.