Property Managers & CAMs
SmartLedger becomes your contracted financial-management partner for bookkeeping, reconciliations, reporting and related financial functions, while your management team retains the client relationship and operational management role.
A Financial Partner, Not a Competitor
SmartLedger does not replace your operational role or primary client relationship. Financial communication and workflow coordination are handled according to the agreed engagement scope.
The split of responsibilities is defined by the engagement scope.
What You Can Outsource
General ledger administration and day-to-day financial recordkeeping.
Routine reconciliation of operating, reserve and other applicable financial accounts.
Vendor invoices and owner/tenant charges processed according to the approved workflow.
Balances, charges, credits and delinquency tracking maintained according to the engagement.
Monthly financial packages prepared according to the agreed reporting schedule and scope.
Separate accounting and tracking for reserve activity and special assessments as applicable.
Depending on engagement scope, SmartLedger may also support delinquency monitoring and reporting, budget preparation, and financial transition and onboarding.
Your Existing Systems
SmartLedger has experience working with property-management and accounting platforms including AppFolio, Yardi, Buildium and QuickBooks. Other systems can be evaluated based on the requirements, permissions, access and financial workflows of each engagement. Exact compatibility is confirmed during the initial scope conversation.
Flexible by Design
Whether you manage a single association or a large portfolio, SmartLedger's scope is built around your capacity needs — not a fixed package.
Start with a single association and expand the scope when it makes sense.
Support selected properties where additional financial-management capacity is needed.
Expand to a larger portion of the financial workload when appropriate for the management company and SmartLedger.
How a Partnership Works
Determine which properties, financial functions, systems and capacity are involved.
Review existing accounts, records, reporting expectations and applicable procedures.
Establish the agreed financial workflows within the client's existing environment when appropriate.
Verify applicable balances against available supporting documentation and identify discrepancies requiring resolution.
Bookkeeping, reconciliations and reporting begin, while your management team remains responsible for the operational relationship and client coordination.
SmartLedger operates as an independent financial-management service provider under an agreed scope of services. Legal, tax, audit, reserve-study and other licensed professional services remain with the appropriate professionals.
Common Questions
Yes. SmartLedger supports the agreed financial functions while the management company or CAM retains its primary management relationship and operational role.
Yes. The engagement may cover a single association, selected properties or a broader portfolio depending on scope.
SmartLedger will review the systems involved and confirm whether they can be competently supported based on requirements, permissions, access and workflows.
Pricing for property-management partnerships is based on the scope of financial services, number and type of properties, portfolio size, systems involved and overall workload. Partnership pricing is confirmed after an initial scope conversation.
Start the Conversation
Tell us about your portfolio and where your team could use financial-management capacity. No obligation — initial conversations focus on whether SmartLedger is a fit for your business.
