Hire the Best AppFolio Consultants

More than 3,000 reviews on G2
Rating is 4.5 out of 5.
4.5/5
of Upwork by G2 peer reviewers
Najma K.

Gilgit, Pakistan

$15/hr
5.0
22 jobs

Top Rated Plus | NetSuite Certified | QuickBooks Online ProAdvisor | Sr. Accountant & Bookkeeper | Zoho Books | QuickBooks Enterprise | AppFolio & Buildium | Full-Cycle Bookkeeping & Financial Reporting As a Top Rated Plus, Certified Senior Accountant & Controller with 7+ years of experience, I help businesses, enterprises, investors, property managers, and service providers across the U.S., U.K., and Canada bring order, clarity, and strategy to their financial operations. Whether you need a one-time clean-up or long-term accounting management, I deliver consistent, clear, and tax-ready bookkeeping tailored to your goals — using NetSuite, QuickBooks Online & Enterprise, Zoho Books, AppFolio, Buildium, Bill com, and Xero. 𝑴𝒚 𝑺𝒆𝒓𝒗𝒊𝒄𝒆𝒔 𝑰𝒏𝒄𝒍𝒖𝒅𝒆: ✦ Optimized accounting system setup for enterprises & large businesses ($50M+) ✦ Full-Charge Accounting (NetSuite, QuickBooks Enterprise) – General Ledger, AP/AR, Month-End Close ✦ Transaction Categorization & Expense Tracking ✦ Bank & Credit Card Reconciliations ✦ Accounts Payable (AP) & Accounts Receivable (AR) ✦ Financial Modeling, Forecasting & Burn Rate Analysis ✦ Chart of Accounts Setup, Cleanup & Maintenance ✦ Monthly Financial Reports (P&L, Balance Sheet, Cash Flow) ✦ Invoice Management, Payment Follow-Up & Vendor Tracking ✦ Workflow Automations ✦ Historical Clean-Up & Catch-Up Projects ✦ Multi-Entity & Class/Location-Based Reporting 𝑨𝒄𝒄𝒐𝒖𝒏𝒕𝒊𝒏𝒈 𝑺𝒐𝒇𝒕𝒘𝒂𝒓𝒆 𝑰 𝑼𝒔𝒆: ✦ NetSuite (Certified Suite Foundation) – Full-Cycle Accounting ✦ QuickBooks Online & Desktop (ProAdvisor Certified) ✦ QuickBooks Enterprise (Advanced Inventory & Reporting) ✦ Buildium & AppFolio (Property Management) ✦ Bill com (A/P Automation & Workflow Management) ✦ Xero, Zoho Books, Wave, FreshBooks ✦ Microsoft Excel & Google Sheets for Custom Reports & Dashboards 𝑰𝒏𝒅𝒖𝒔𝒕𝒓𝒊𝒆𝒔 𝑰 𝑺𝒆𝒓𝒗𝒆: ✦ Real Estate & Property Management – Rentals, HOAs, Airbnb ✦ E-commerce & Product-Based – Amazon, Shopify, Wholesale & Distribution ✦ Startups & SaaS – Investor Reporting, Cash Flow Management ✦ Construction & Trades – Project Tracking, Job Costing ✦ Nonprofits – Fund Accounting, Grant Tracking, 990 Preparation ✦ Manufacturing & Apparel – Inventory Control, Costing & Margin Analysis ✦ Freelancers & Creative Professionals – Coaches, Consultants, Designers 𝑾𝒉𝒚 𝑾𝒐𝒓𝒌 𝑾𝒊𝒕𝒉 𝑴𝒆? ✦ Strong command of full-cycle accounting, inventory flows, and reporting structures ✦ Deep knowledge of U.S., U.K., and Canadian financial compliance ✦ Ability to translate messy records into structured, audit-ready financials ✦ Clear communication, fast turnaround, and a long-term support mindset ✦ Trusted by businesses to manage financials with precision & integrity 𝑳𝒆𝒕'𝒔 𝑺𝒕𝒓𝒆𝒂𝒎𝒍𝒊𝒏𝒆 𝒀𝒐𝒖𝒓 𝑭𝒊𝒏𝒂𝒏𝒄𝒆𝒔 — 𝒔𝒐 𝒀𝒐𝒖 𝑪𝒂𝒏 𝑭𝒐𝒄𝒖𝒔 𝒐𝒏 𝑾𝒉𝒂𝒕 𝑴𝒂𝒕𝒕𝒆𝒓𝒔 𝑴𝒐𝒔𝒕. I offer a free evaluation of your books to identify key problem areas and untapped opportunities. Whether you're preparing for tax season, seeking financial clarity, or scaling operations — I'm here to help. Message me to schedule a discovery call and take control of your numbers today.

  • Accounting
  • Financial Reporting
  • Month-End Close Assistance
  • General Ledger
  • Account Reconciliation
  • Chart of Accounts
  • Cash Flow Statement
  • GAAP
  • Management Accounting
  • Financial Statements Preparation
  • Virtual Assistance
  • NetSuite Administration
  • Bookkeeping
Abdur R.

Gilgit, Pakistan

$8/hr
5.0
15 jobs

Clean books. Accurate numbers. Peace of mind — every month. I help small business owners, startups, and entrepreneurs keep their financials clean, accurate, and audit-ready, without the stress. With hands-on experience across the most widely used accounting platforms, I step in as your reliable remote bookkeeper so you can focus on running your business. ✔ Full-cycle bookkeeping — setup, cleanup, and monthly maintenance ✔ Bank reconciliation & transaction categorization ✔ Accounts payable & receivable management ✔ Payroll processing & journal entries ✔ Financial statements — P&L, Balance Sheet, Cash Flow ✔ Chart of accounts setup & optimization ✔ Catch-up & historical bookkeeping (months or years behind) ✔ Migration between accounting platforms PLATFORMS: QuickBooks Online | Xero | Wave | Zoho Books | MYOB | Sage | Excel / Google Sheets INDUSTRIES: E-commerce | Retail | Freelancers | Real estate | Construction | SaaS / Tech | Hospitality Deadlines matter. I deliver clean, organized books on time — every time. Whether you need a one-time cleanup or ongoing monthly support, I'm ready to get started. Send me a message and let's talk about your books.

  • AppFolio
  • Bookkeeping
  • QuickBooks Online
  • Xero
  • Accounting
  • Bank Reconciliation
  • Financial Reporting
  • Wave Accounting
  • Accounts Receivable
  • Accounts Payable
  • Intuit QuickBooks
  • Light Bookkeeping
  • Accounting Software
  • Zoho Books
  • Account Reconciliation
  • GAAP
  • London Computer Systems Rent Manager
  • Buildium
  • Financial Analysis
  • Financial Statement
Jemalyn F.

Paranaque City, Philippines

$18/hr
4.9
23 jobs

𝙄𝙨 𝙮𝙤𝙪𝙧 𝙗𝙤𝙤𝙠𝙠𝙚𝙚𝙥𝙞𝙣𝙜 𝙗𝙚𝙝𝙞𝙣𝙙 𝙤𝙧 𝙝𝙤𝙡𝙙𝙞𝙣𝙜 𝙮𝙤𝙪 𝙗𝙖𝙘𝙠 𝙛𝙧𝙤𝙢 𝙛𝙤𝙘𝙪𝙨𝙞𝙣𝙜 𝙤𝙣 𝙜𝙧𝙤𝙬𝙩𝙝? I help business owners, property managers, and e-commerce sellers clean up, catch up, and maintain accurate, organized books that are always audit- and tax-ready. With over 8 years of professional bookkeeping experience, I’ve worked with clients across multiple industries, including real estate and property management, e-commerce, healthcare, hospitality, and professional services. My mission is to provide you with 𝐩𝐞𝐚𝐜𝐞 𝐨𝐟 𝐦𝐢𝐧𝐝, knowing your financials are precise, compliant, and built for informed decisions. 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐈 𝐎𝐟𝐟𝐞𝐫 🔹 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 𝐂𝐥𝐞𝐚𝐧-𝐔𝐩 & 𝐂𝐚𝐭𝐜𝐡-𝐔𝐩 – Fix disorganized books and reconcile months (or years) of backlogs. 🔹 𝐌𝐨𝐧𝐭𝐡𝐥𝐲 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 & 𝐑𝐞𝐜𝐨𝐧𝐜𝐢𝐥𝐢𝐚𝐭𝐢𝐨𝐧 – Maintain accurate, up-to-date accounts that match your bank and reports. 🔹 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐬 𝐏𝐚𝐲𝐚𝐛𝐥𝐞 & 𝐑𝐞𝐜𝐞𝐢𝐯𝐚𝐛𝐥𝐞 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 – Stay on top of your cash flow and client/vendor balances. 🔹 𝐏𝐚𝐲𝐫𝐨𝐥𝐥 𝐏𝐫𝐨𝐜𝐞𝐬𝐬𝐢𝐧𝐠 & 𝐑𝐞𝐜𝐨𝐫𝐝𝐢𝐧𝐠 – Post and track wages, taxes, and adjustments accurately. 🔹 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 & 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 – Monthly P&L, Balance Sheet, Cash Flow, and management summaries. 🔹𝐓𝐚𝐱 𝐒𝐞𝐚𝐬𝐨𝐧 𝐒𝐮𝐩𝐩𝐨𝐫𝐭 – Prepare and collaborate with your CPA for seamless year-end filings. 🔹 𝐑𝐞𝐚𝐥 𝐄𝐬𝐭𝐚𝐭𝐞 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 𝐒𝐮𝐩𝐩𝐨𝐫𝐭 – Track rental income, tenant deposits, owner distributions, and property-level expenses. 🌍 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐞𝐬 𝐈 𝐒𝐞𝐫𝐯𝐞 💠 Real Estate & Property Management 💠 E-Commerce & Retail 💠 Healthcare & Wellness 💠 Hospitality & Food Service 💠 Professional Services & Agencies 💠 Nonprofits & Startups 𝐓𝐨𝐨𝐥𝐬 & 𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞 ✅ QuickBooks Online (ProAdvisor Certified) ✅ Xero (Advisor & Payroll Certified) ✅ Buildium | AppFolio | DoorLoop ✅ Zoho Books | Wave ✅ Gusto | Stripe | PayPal | Wise ✅ Google Workspace | Excel | Asana | Slack | Notion | Zoom 💡 𝐖𝐡𝐲 𝐂𝐥𝐢𝐞𝐧𝐭𝐬 𝐂𝐡𝐨𝐨𝐬𝐞 𝐭𝐨 𝐖𝐨𝐫𝐤 𝐖𝐢𝐭𝐡 𝐌𝐞 🌟 𝐀𝐜𝐜𝐮𝐫𝐚𝐜𝐲 & 𝐑𝐞𝐥𝐢𝐚𝐛𝐢𝐥𝐢𝐭𝐲 – Every entry reconciled, every report on time, every number verified. 🌟 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐲 𝐕𝐞𝐫𝐬𝐚𝐭𝐢𝐥𝐢𝐭𝐲 – From real estate to retail, I easily adapt to your workflow and tools. 🌟 𝐓𝐫𝐚𝐧𝐬𝐩𝐚𝐫𝐞𝐧𝐭 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧 – Clear updates and proactive collaboration every step of the way. 🌟 𝐀𝐮𝐝𝐢𝐭-𝐑𝐞𝐚𝐝𝐲 𝐂𝐨𝐧𝐟𝐢𝐝𝐞𝐧𝐜𝐞 – Clean, compliant, and organized books built for growth. Whether you need a one-time 𝐜𝐥𝐞𝐚𝐧-𝐮𝐩, 𝐦𝐨𝐧𝐭𝐡𝐥𝐲 𝐛𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠, 𝐨𝐫 𝐚 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞 𝐬𝐲𝐬𝐭𝐞𝐦 𝐬𝐞𝐭𝐮𝐩, I’ll help you build financial clarity and confidence that fuels better business decisions. Let’s make your books simple, accurate, and growth-ready. Click “𝐈𝐧𝐯𝐢𝐭𝐞 𝐭𝐨 𝐉𝐨𝐛” and let’s get started today.

  • AppFolio
  • Accounting Basics
  • Intuit QuickBooks
  • Accounting Software
  • Bookkeeping
  • Data Entry
  • Cash Flow Statement
  • Balance Sheet
  • Microsoft Excel
  • Accounts Receivable
  • Accounts Payable
  • Bank Reconciliation
  • QuickBooks Online
  • Xero
  • Light Bookkeeping
  • Chart of Accounts
  • Buildium
  • Property Management
  • General Ledger
  • Account Reconciliation
Mubashar H.

Lahore, Pakistan

$25/hr
5.0
31 jobs

Top Rated Plus CPA & Fractional CFO ⭐ Construction · Real Estate | 100% Job Success | 8+ Years | Big 4 Trained I specialize in the accounting systems that contractors, developers, and property managers rely on daily — Buildertrend, JobTread, Procore, AppFolio, Buildium — and I connect them seamlessly to QuickBooks Online and Xero for real-time, decision-ready financials. 📊 Credentials & Background Licensed CPA | Institute of Public Accountants (Australia) QuickBooks Online ProAdvisor | Xero Certified Advisor Big 4 Trained — Deloitte · EY · BDO US · UK · Australia client base Construction CMS: Buildertrend · JobTread · Procore · CoConstruct · Sage 300 CRE Real Estate PM: AppFolio · Buildium · Rent Manager · Yardi Breeze Reporting Dashboards: Fathom · Spotlight Reporting · Looker Studio · Power BI · Jetpack Workflow 🔍 Core Services 📒 Bookkeeping & Accounts Management Reconciliations, A/P, A/R, payroll, multi-currency, subcontractor & vendor management 📑 Financial Reporting & Dashboards GAAP/IFRS statements · Job profitability reports · WIP schedules · KPI dashboards built in Fathom, Spotlight, or Looker Studio 🧹 Books Cleanup & Migration QBO/Xero cleanup · catch-up bookkeeping · chart of accounts restructure · audit-ready in days 📈 Fractional CFO Cash flow forecasting · CAPEX planning · draw schedules · investor decks · scenario modeling 🏗️ Construction Accounting Specialist Buildertrend ↔ QBO integration & ongoing management JobTread ↔ QBO two-way sync: cost codes, invoices, bills, time entries Job costing by phase, cost code & subcontractor AIA progress billing (G702/G703) & retention tracking Certified payroll & workers' comp reporting WIP & over/under billing schedules NAHB Chart of Accounts setup 🏘️ Real Estate Accounting Specialist AppFolio & Buildium ↔ QBO integration Property-level P&L · rent roll reconciliation CAM & triple-net reconciliation Mortgage, escrow & security deposit tracking Investor distribution reporting 🚀 Results Delivered 💰 $500K+ saved through tax strategy and cost analysis 🏗️ Buildertrend–QBO setup → real-time job costing, zero double-entry, live in 5 days 🏘️ AppFolio–QBO sync for 12-unit portfolio → property-level P&L delivered monthly 📋 JobTread–QBO integration → WIP schedule and progress billing automated for remodeling contractor 🏎️ QBO cleanup → audit-ready books in 10 days 📊 Reporting dashboard in Fathom → 20+ hours/month saved 🌍 Nonprofit grant tracker → full donor transparency 🤝 Why Work With Me? Most accountants know QuickBooks. Few understand how Buildertrend talks to it, why JobTread's cost code mapping matters, or how to reconcile AppFolio rent rolls to a balance sheet. I do — and I'll build a financial system that connects your operations to your books, your books to your reports, and your reports to better decisions. 💬 Message me for a free consultation — let's build something that actually works.

  • Intuit QuickBooks
  • Bank Reconciliation
  • Account Reconciliation
  • Xero
  • QuickBooks Online
  • Data Analysis
  • Accounts Payable
  • Accounts Receivable
  • Bookkeeping
  • Financial Statement
  • Construction Management Software
  • Buildertrend
  • Building Reconstruction
  • Gusto
  • Job Costing
  • Real Estate Financial Modeling
  • Real Estate
  • Construction
  • Procore
  • Project Accounting
MD Rifazul I.

Madhukhali, Bangladesh

$5/hr
5.0
5 jobs

Certified QuickBooks Online Advanced ProAdvisor ✫ Bookkeeper ✫ Bank Reconciliation Specialist ✫ QuickBooks Cleanup & Catch Up ✫ Transaction Categorization Mastery ✫ Profit & Loss & Balance Sheet Reporting ✫ Tax Ready Books for CPA I am a QuickBooks cleanup expert bookkeeper and bank reconciliation specialist dedicated to helping businesses achieve accurate, organized, and tax‑ready books. My services are designed for Real Estate, Ecommerce sellers, Restaurants, Hotels, Wellness clinics, Trucking and Logistics firms, Construction contractors, Service providers, Healthcare practices, Law firms, Consultants, and Startups. Whether your books are months behind or years overdue, I deliver precise quickbooks cleanup, catch up bookkeeping, and reconciliation services that restore clarity and confidence. ➤ QuickBooks Online Cleanup & Catch Up ✦ Historical cleanup of accounts, backlog reconciliation, duplicate transaction removal, and discrepancy resolution. ✦ Fixing uncategorized transactions, unapplied payments, undeposited funds, and beginning balance issues. ✦ Correcting mismatches between bank balances and quickbooks balances for complete accuracy. ✦ Organizing ledgers, mapping accounts, and optimizing the chart of accounts for industry‑specific needs. ➤ Bank Reconciliation Expertise ✦ Full reconciliation of bank accounts, credit cards, merchant accounts, PayPal, Stripe, Square, and cash transactions. ✦ Deposit matching, invoice and receipt reconciliation, and clearing of outstanding discrepancies. ✦ Vendor and customer reconciliation to ensure accounts payable and accounts receivable are balanced. ✦ Loan reconciliation and merchant settlement reconciliation for ecommerce and service businesses. ➤ Transaction Categorization & Reporting ✦ Accurate categorization of income, expenses, assets, and liabilities in quickbooks online. ✦ Preparation of monthly financials, profit & loss statements, balance sheets, and cash flow reports. ✦ Tax‑ready books with reconciled accounts and clean ledgers for compliance and audit support. ✦ Reporting automation with recurring invoices, recurring expenses, and bank feed rules setup. ➤ Industry‑Specific QuickBooks Online Services ✦ Real Estate & Property Management: Rental property accounting, escrow/trust reconciliation, tenant payment tracking. ✦ Construction & Contracting: Job costing, progress invoicing, retainage accounting, reconciliation of project expenses. ✦ Ecommerce & Retail: Amazon FBA, Shopify, Etsy, Walmart, WooCommerce, eBay sellers, marketplace reconciliation. ✦ Restaurants & Hospitality: POS sync, daily sales reconciliation, payroll, vendor bills, food cost tracking. ✦ Healthcare & Wellness: Medical practice accounting, dental bookkeeping, therapy centers, reconciliation of insurance payments. ✦ Professional Services: Law firms (trust accounting), consultants, freelancers, marketing agencies, IT companies, SaaS businesses. ✦ Logistics & Trucking: Fleet accounting, fuel expense tracking, loan reconciliation, vendor management. ✦ Service Providers: Roofing, plumbing, HVAC, landscaping, moving services, cleaning services, and household services. Why Work With Me As a QuickBooks cleanup expert and bank reconciliation specialist, I focus on accuracy, efficiency, and industry‑specific solutions. My expertise ensures every transaction is categorized correctly, every account is reconciled, and every report is reliable. I help businesses achieve tax‑ready books, accurate profit & loss statements, clean balance sheets, and clear cash flow visibility. Whether your books are 2 months behind or 5 years behind, I restore accuracy with catch up bookkeeping, historical cleanup, and reconciliation fixes. My goal is to deliver clean books, reconciled accounts, and stress‑free accounting using QuickBooks Online across every industry. Keywords: books reconciliation, quickbooks cleanup, quickbooks online cleanup, quickbooks reconciliation, quickbooks bank reconciliation, quickbooks credit card reconciliation, quickbooks merchant reconciliation, quickbooks paypal reconciliation, quickbooks stripe reconciliation, quickbooks square reconciliation, quickbooks cash reconciliation, quickbooks loan reconciliation, quickbooks vendor reconciliation, quickbooks customer reconciliation, quickbooks unapplied payments fix, quickbooks undeposited funds cleanup, quickbooks beginning balance fix, quickbooks discrepancy fix, quickbooks duplicate transaction cleanup, quickbooks backlog cleanup, quickbooks historical cleanup, quickbooks catch up bookkeeping, account reconciliation, chart of accounts cleanup, quickbooks ledger reconciliation, quickbooks transaction categorization, quickbooks invoice reconciliation, quickbooks receipt reconciliation, quickbooks deposit matching, quickbooks sales receipt cleanup, quickbooks balance sheet reconciliation, quickbooks profit and loss cleanup, quickbooks cash flow reconciliation, reconciliation fix quickbooks, reconciliation errors book keepr

  • Accounting
  • Bookkeeping
  • Light Bookkeeping
  • Accounting Basics
  • Intuit QuickBooks
  • QuickBooks Enterprise
  • QuickBooks Online
  • QuickBooks Online API
  • Accounting Advisory
  • Accounting Report
  • Accounting Software
  • Tax Accounting
  • Bank Reconciliation
  • Balance Sheet
  • Income Statement
Rose W.

Nairobi, Kenya

$10/hr
4.7
82 jobs

If you don't trust your numbers, your reports, or your CRM data, every business decision becomes harder than it should be. I help business owners create financial and operational clarity through bookkeeping, reconciliations, financial operations support, and CRM management. Whether you're behind on bookkeeping, struggling with account reconciliations, managing multiple systems, or dealing with disorganized client records, I bring structure, visibility, and consistency to your business operations. I specialize in supporting Real Estate & Property Management companies, Service-Based Businesses, Consultants, Startups, Agencies, and Growing Teams. My areas of expertise include: 📊 Bookkeeping & Financial Management • Bookkeeping Cleanup & Catch-Up • QuickBooks Online & Xero • Bank & Credit Card Reconciliations • Accounts Payable & Accounts Receivable • Expense Tracking & Categorization • Financial Reporting • Month-End Close Support • Cash Flow Monitoring ⚙️ Financial Operations • Vendor Management • Invoice Processing • Financial Data Organization • Workflow Improvement • SOP Documentation • Operational Process Support • Financial Record Management 🗂 CRM Management & Business Systems • CRM Cleanup & Organization • HubSpot & GoHighLevel • Lead & Pipeline Management • Contact Database Maintenance • Workflow Automation Support • Client Follow-Up Systems • Data Accuracy & Reporting What Clients Gain: ✔ Clean, accurate, and up-to-date financial records ✔ Reconciled accounts that support confident decision-making ✔ Better visibility into cash flow, expenses, and business performance ✔ Organized CRM systems with reliable client and pipeline data ✔ Streamlined workflows that reduce administrative bottlenecks ✔ More time to focus on growth instead of chasing numbers, records, and follow-ups Recent work has included bookkeeping cleanup projects, bank and credit card reconciliations, financial reporting support, CRM organization, workflow documentation, vendor tracking, and operational process improvement for real estate, service-based, and growing businesses. Tools & Platforms: QuickBooks Online | Xero | HubSpot | GoHighLevel | Excel | Google Sheets | Microsoft Excel | ClickUp If you're looking for a professional who can support both your financial processes and operational systems while bringing structure, accuracy, and consistency to your business, I'd be happy to discuss how I can help.

  • AppFolio
  • QuickBooks Online
  • Xero
  • Property Management
  • Google Sheets
  • Microsoft Excel
  • Bank Reconciliation
  • Real Estate
  • Financial Reporting
  • Cash Flow Statement
  • Accounts Payable Management
  • Balance Sheet
  • Accounts Receivable Management
  • Bookkeeping
  • Account Reconciliation
  • Lead Management
  • Buildium
  • CRM Software
  • HubSpot
  • Financial Analysis

How it works

Post a job for free Post a job

Tell us what you need. Create your own job post or generate one with AI then filter talent matches.

Hire top talent fast

Consult, interview, and hire quickly, so you can meet the freelancers you're excited about.

Collaborate easily

Use Upwork to chat or video call, share files, and track project progress right from the app.

Payment simplified

Manage payments in one place with flexible billing options. Only pay for approved work, hourly or by milestone.

Don't just take our word for it

AppFolio Consultant Hiring Guide

Hiring an AppFolio consultant can help streamline property management tasks and optimize the use of the AppFolio software. This guide will explain the role, the benefits of hiring an expert, and how to effectively find and hire AppFolio consultants for your needs.

What does an AppFolio consultant do?

An AppFolio consultant specializes in configuring, customizing, and optimizing AppFolio, a property management platform. These professionals help property managers and real estate professionals automate leasing, rent collection, and property maintenance processes while ensuring the system runs efficiently.

An AppFolio consultant can assist with everything from initial setup to troubleshooting and integrating AppFolio with other tools, such as accounting systems and communication platforms, ensuring you get the most out of the software.

Benefits of hiring an AppFolio consultant

Hiring a consultant ensures that your property management software is running efficiently for your business needs.

  • Increased efficiency: Consultants can streamline property management workflows, automating tasks like rent collection and tenant communications.
  • Customized software setup: Tailor the platform to meet your specific business needs, from automated workflows to customized reporting.
  • Training and support: Receive professional training for your team on how to use AppFolio, with ongoing support available when needed.
  • Integration expertise: Connect AppFolio to other tools such as accounting software or CRM systems for a seamless workflow.
  • Improved tenant and property management: Ensure smooth processes for lease agreements, rent payments, and maintenance tracking.

How to hire an AppFolio consultant

Hiring a consultant on Upwork is easy. Here’s how to find the right expert:

  • Sign up. Create a Client account on Upwork to get started.
  • Post a job. Write a job post outlining your specific needs, such as experience with AppFolio, integrations, and property management. For more, see this guide on how to post a job on Upwork.
  • Shortlist talent. Review proposals from candidates, checking for relevant experience with AppFolio, client feedback, and completed projects.
  • Interview candidates. Ask about their approach to customizing AppFolio for different property management needs and inquire about past successes.
  • Hire talent. Choose the best candidate for your project, set expectations, and start working on your property management system together.

For more details on the hiring process, see this guide on how to hire freelancers.

Create a job post

A well-crafted job post is essential for attracting the best AppFolio consultants. Follow these steps to create a job post:

  • Detail your requirements: Explain your specific property management needs and the customization or integrations you require within AppFolio.
  • Specify required skills: Mention experience with AppFolio, integrations with accounting systems, and experience with property management automation.
  • Provide project scope: Clearly define the tasks to be completed, such as system setup, workflow automation, or ongoing support.
  • Request relevant experience: Ask for examples of previous AppFolio projects, case studies, or testimonials to assess candidates.

Common AppFolio consultant services

Consultants offer a variety of services to help businesses get the most out of the platform. Here are common services they provide:

  • AppFolio setup: Initial configuration of the platform, including property listing, rent collection automation, and tenant portals.
  • Custom reporting: Tailoring reports to match specific business needs, such as financial summaries, tenant payment reports, and maintenance logs.
  • Integrations: Connecting AppFolio to other software tools, including accounting platforms and CRM systems, for a seamless workflow.
  • Training and onboarding: Training your team on how to use AppFolio efficiently, ensuring smooth adoption of the software.
  • Ongoing support: Providing regular updates, troubleshooting, and maintenance to ensure the system operates smoothly over time.

Industries hiring AppFolio consultants

AppFolio is widely used in property management, but its flexibility also attracts clients from various industries. Here are some of the industries commonly hiring:

  • Property management: Residential and commercial property managers use AppFolio to streamline tenant communications, rent collection, and maintenance tracking.
  • Real estate agencies: Real estate professionals use AppFolio to manage listings, leases, and tenant applications.
  • HOAs and condominium associations: Manage properties, maintenance requests, and member dues.
  • Student housing: Streamline the management of student housing complexes, from leasing to rent collection.
  • Vacation rentals: Use AppFolio to manage short-term rentals, automate bookings, and handle maintenance requests.

Technology and tools used

AppFolio consultants often rely on multiple tools to enhance the software’s functionality. Here are some of the common technologies they use:

  • AppFolio: The core platform for property management and tenant communication.
  • QuickBooks: Integration with accounting software for seamless financial management.
  • Google Calendar and Outlook: Syncing appointments and property tours.
  • Zapier: Automating workflows by connecting AppFolio to various third-party apps.
  • CRM tools: Integrating AppFolio with customer relationship management systems to streamline tenant or client communications.
>

FAQ

Frequently asked questions

How can AppFolio consultants improve my property management process?

AppFolio consultants can optimize your use of the software, automate routine tasks like rent collection and lease tracking, and integrate it with other tools, improving your overall efficiency.

Can AppFolio be customized to my specific property management needs?

Yes, AppFolio consultants can customize workflows, reporting, and tenant communication tools to meet your business’s specific requirements.

How long does it take to set up AppFolio for a property management company?

The time needed depends on the size and complexity of your operations. Basic setups can take a few days, while more advanced customizations may require more time.

Can AppFolio be integrated with accounting software?

Yes, AppFolio integrates well with tools like QuickBooks and other accounting platforms, allowing for seamless financial management across systems.

Do AppFolio consultants provide ongoing support?

Many AppFolio consultants offer ongoing maintenance, troubleshooting, and updates to ensure your system continues to operate smoothly as your business grows.

Hire an AppFolio consultant on Upwork

Ready to find a qualified consultant for your property management project? Sign up for Upwork and post a job to connect with skilled consultants who can help you optimize your property management processes.