Accounting & Bookkeeping

Client:

Mid-Sized Property Management Company – Texas, USA

Background:

The client managed a portfolio of more than 200 rental units across Texas. Their accounting system was fully manual, handled in spreadsheets, with no integration between rent collections, vendor payments, and reporting. As the portfolio grew, errors multiplied, making compliance with state and local filing requirements a recurring challenge.

Challenges:



• Delayed month-end closings (sometimes 3+ weeks).
• Frequent reconciliation errors across bank accounts.
• Limited visibility for property owners on unit-level profitability.
• Risk of penalties due to late state filings.

Solution Approach:



• Migrated accounting operations to Yardi – Voyager with property management integrations.
• Automated tenant invoicing and rent collection workflows.
• Built customized reporting dashboards for property managers and owners.
• Provided training to in-house staff while our team oversaw compliance and review

Results:



• Reduced reconciliation time from 15 days → 3 days.
• Achieved 100% on-time compliance with local/state requirements.
• Improved decision-making with real-time unit-level performance insights.