Faqs Property Management Bookkeeping | Proper.ai

Frequently Asked Questions

How do I get started?
To get started, we’ll collect information to build your company profile (things like your organizational structure, number of units, etc). Next, we’ll work to understand all your processes and your reporting needs (everything from payment and approval schedules to owner statements, trust accounting processes and beyond).
Want more info? We’re happy to email you a one-page guide to getting started with Proper that walks you through the first six weeks of working together. Click here to see the onboarding process.
Who does Proper work with?
We provide accounting and bookkeeping services for property managers, property owners, asset managers, and more. If there are properties in your portfolio, Proper is the place for you.
Still not sure if Proper is for you? Schedule a time to chat and we’ll be happy to answer any questions.
When should I consider working with Proper?
Consider working with Proper if…
1. 1. You would like to spend less money on accounting services than you’re currently spending.
2. 2. You’re looking to modernize the way you do business.
3. 3. You’re spending too much of your workweek on bookkeeping and accounting.
4. 4. You’d like to free up your time to focus on growing your business.
5. 5. Your team is overwhelmed with closing the books at the end of each month.
Still not sure? Schedule a time to talk it over with us!
What software do you work with?
Our accountants work with Appfolio, Buildium, Propertyware, Rent Manager, Quickbooks, Yardi, and all major accounting platforms. Not listed here? Just ask!
My books are way behind, does Proper help me get up to date?
Not to worry! We’re happy to work with you to get your books back on track.
Worried you have a particularly tough case? Schedule a time to talk it over with us.
Does Proper replace my current bookkeeper / CPA / accountant?
It’s possible! That said: it depends on your current setup and the unique needs of your portfolio! Let’s talk and figure out the best setup for your business.
Who can benefit from Proper’s services?
Anyone that touches the financial aspects of your business can benefit from Proper. From property managers to property owners, accountants to bookkeepers, your CPA’s, tax preparers and more.
How secure is our information with Proper?
We take security very seriously, implementing multiple layers of review, strict internal controls and careful data handling procedures. When it comes to your private data, we will never store or sell it, and we only engage with and utilize secure providers (like Google Suite or Asana).
When it comes to our staff, we perform pre-employment background checks and only employ high integrity candidates with Fortune 500 or Big 4 experience. We also establish strong internal controls over what our team can and cannot do, complete with multi-level management oversight on a daily basis as is standard for most large public accounting organizations.
What if I change my mind?
Proper is risk-free: We hope you’ll love our services, but if not, you can cancel at any time.
Do you provide tax services?
We make sure 1099’s and other financial statements are in order for your CPA.
Can Proper provide accounting services for my corporate books as well?
You betcha! First, we get a good handle on your property level accounting, then after about three months, we can take on your corporate books, too. Talk with us to learn more.

Is Proper right for you?