Work With Me
More profit, less paperwork? Let's simplify your property finances and free up your time.
Imagine reclaiming your evenings and weekends. Tired of financial headaches and endless invoice and vendor communications? We help property managers like you automate tedious tasks, eliminate errors, and gain crystal-clear financial insights. Say goodbye to stress and hello to more time for what truly matters.
Benefits to working with me include…
Freedom
Tired of AP tasks tying you down? AP automation gives you the freedom to know your business is running smoothly, without your constant oversight, freeing up your time for other priorities.
Peace of Mind
Want to know that your property management business is operating seamlessly, without you constantly hunting down invoices and payments? AP automation gives you that peace of mind
Clarity
Clarity is key. Achieve transparent vendor relationships and precise AP tracking for informed financial decisions and a clear view of your cash flow.
The 4 Step Process..
1.Foundational Setup & Vendor Management
Action:
Establish a centralized digital system (e.g., BILL.com) for AP management.
Create a comprehensive vendor database with accurate contact information, payment terms, and W-9 forms.
Implement a standardized vendor onboarding process.
Set up dedicated email/digital channels for vendor invoice submissions.
Outcome:
Organized vendor data.
Streamlined vendor communication.
Reduced risk of errors and fraud.
2.Invoice Processing & Approval Workflow
Action:
Implement an automated invoice capture and data extraction process.
Establish a clear, multi-tiered approval workflow based on invoice amounts and property assignments.
Set up digital approval notifications and reminders.
Integrate the AP system with property management accounting software.
Outcome:
Efficient invoice processing.
Controlled spending and approvals.
Accurate financial records.
3.Payment Execution & Reconciliation
Action:
Configure secure digital payment methods (ACH, e-checks).
Schedule payments according to vendor terms and approval deadlines.
Implement automated payment notifications to vendors.
Perform regular bank reconciliations to verify payment accuracy.
Outcome:
Timely vendor payments.
Reduced risk of late fees.
Accurate financial tracking.
4.Reporting, Analysis, & Optimization
Action:
Generate regular AP reports to track spending, vendor performance, and cash flow.
Analyze AP data to identify areas for cost savings and process improvements.
Conduct periodic reviews of vendor contracts and payment terms.
Maintain a clear audit trail of all AP transactions.
Outcome:
Data-driven financial insights.
Optimized AP processes.
Improved financial control and profitability.
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Click the button below and schedule your free 15-Min AP Automation Consultation to elevate your property management financial operations.
What would working with me look like?
Clarity
Proactive monitoring of weekly cash flow and daily bank balances, delivering a clear and up-to-date financial picture.
Weekly Meetups
You will have weekly scheduled meet ups or check-ins on a regular basis, with your own Accounts Payable Specialist (me!)
Focus
You will have a dedicated team handling AP setup, tech/software issues, vendor communications & setup, and payments.
Seamless Approval Processes
BILL facilitates a digital workflow, replacing manual paper-based approvals. Invoices are electronically routed to designated approvers — allowing for thorough verification before approval.
Consistency
I do this EVERY week so that your business STAYS on track and nothing slips through the cracks.
Efficient Vendor Management
Streamlined vendor setup and inquiry handling, saving you time and ensuring accurate records.