Sage Financial Logistics

Business Details

17 Years

experience

Expert Accounting Services for Property Management Companies

Sage Financial Logistics is a dedicated accounting firm specializing in trust accounting, database migration, and financial logistics for property management companies. With over 40 years of combined experience, we provide services such as three-way reconciliation, customized AppFolio training, portfolio controller support, and year-end preparation. Our approach combines the K.I.S.S. principle with sophisticated financial expertise to ensure clarity and accuracy in all client communications. We serve businesses from startup to sale, offering tailored solutions to meet evolving financial needs. Our team includes Master, Journeyman, and Apprentice Trust Accountants who collaborate to deliver precise, auditable financial reports.

We pride ourselves on responsiveness, having resolved complex accounting issues for clients within hours. Our clients rely on us for seamless transitions to AppFolio, certified reconciliation reports, and strategic financial planning. We operate nationwide, supporting businesses in real estate, construction, and professional services. Our mission is to empower clients with accurate financial tools while maintaining compliance with industry standards. With a focus on continuous education, we ensure our team remains at the forefront of accounting innovation.

Services

Database Migration Three-Way Reconciliation Trust Accounting Customized Training Portfolio Controller Services Business Strategic Planning Year-End Preparation Corporate Accounting AppFolio Implementation Financial Diagnostic Repairs

Details

Year established: 2009

Highlights and features

We offer 40+ years of combined experience in property management accounting.
Our team includes AppFolio-certified Master Trust Accountants.
We provide certified, auditable reconciliation reports with 99.8% success rate.
Customized training portfolios tailored to your workflow and internal controls.
Immediate response for urgent accounting issue resolution.

What people say

Squeaky clean books Immediate problem resolution Audit-proof databases Cost-effective solutions Expert AppFolio knowledge

Website

Update Listing

Services

Database Migration

We specialize in migrating property management databases to AppFolio with precision. Our experts analyze and clean existing financial data to ensure seamless transitions without downtime. Clients receive ongoing support during and after migration to maintain data integrity.

Three-Way Reconciliation

Our certified reconciliation reports ensure accurate accounting for owner trust and tenant escrow funds. We analyze databases down to the smallest detail, resolving discrepancies and preparing clients for audits with 99.8% success rate.

Customized Training

We create tailored AppFolio training portfolios for teams at all experience levels. Our programs go beyond standard tutorials, focusing on workflow-specific processes and internal controls to enhance operational efficiency.

Trust Accounting

Our services include accounts payable/receivable management, tenant ledger adjustments, and compliance reporting. We implement internal controls to prevent fraud and ensure accurate owner/vendor disbursements aligned with regulatory standards.

Year-End Preparation

We prepare auditable year-end statements, 1099 forms, and IRS filings. Our team ensures accurate income allocation tracking and compliance with federal/state tax requirements for property management businesses.

People

Rebecca

Master Trust Accountant

With 15+ years in property management accounting, Rebecca leads financial operations and AppFolio migrations. She specializes in diagnostic repairs and strategic financial planning for growing businesses.

Coreena

Journeyman Bookkeeper

Coreena manages day-to-day accounting operations, focusing on reconciliation accuracy and client compliance. She mentors apprentices while implementing internal controls to prevent financial discrepancies.

Alyssa

Apprentice Bookkeeper

Alyssa supports database maintenance and transaction tracking under senior guidance. She focuses on mastering AppFolio workflows and improving financial reporting efficiency through continuous training.

Kimberly

Client Support Specialist

Kimberly coordinates team-client communications and manages support requests. She ensures timely resolution of accounting issues while maintaining documentation for process improvement.

Cecilia

Owner Liaison

Cecilia connects business owners with accounting teams, translating financial needs into actionable strategies. She focuses on aligning financial logistics with organizational growth objectives.

Questions

What accounting software do you specialize in?

We specialize in AppFolio Property Management Software, offering migration, training, and reconciliation services tailored to property management companies.

Can you help with audit preparation?

Yes, we prepare certified reconciliation reports and financial diagnostics with 99.8% audit success rate, including tenant security deposit compliance and ledger adjustments.

Do you offer customized training programs?

We create tailored AppFolio training portfolios for teams at all levels, focusing on workflow-specific processes and internal controls.

What areas do you serve?

We provide nationwide accounting services for property management companies, supporting clients remotely and on-site across the United States.

How quickly can you resolve accounting issues?

Our team typically resolves urgent issues within hours, offering immediate support for database discrepancies and financial reporting problems.

What pricing options are available?

We offer tiered packages (Platinum, Titanium, Diamond) starting at $3 per unit, with flexible engagement options from monthly to annual contracts.

Reviews (3)

Write a Review

Lisa S.

Apr 15, 2019 Report

Several years this office did an amazing job for us. Two years ago we switched accounts after we felt this office was good, but extremely expensive. This year Barbara Sage decided to file an extension with the IRS on our behalf. We filed our taxes with our new accountant. Why on earth would an account you haven't used in two years decide to file an extension on your behalf? When I called to let them know I was unhappy about this situation. Barbara Sage rudely interrupted me, said what she wanted, and then hung up on me.

Jared M.

May 16, 2018 Report

By far the WORST experience I could have imagined. First of all, if you're going to provide such horrible service you at least need to be pleasant to work with. Barbara is very gruff and borderline rude in every interaction. I was willing to overlook that for good service, but she charged me $300 per month to simply do the reconciliations. At the time I maybe had 20 transactions per month, if that. After paying her over $1500 to catch up my books, I looked at the data and she categorized things like "ask account" or "undetermined." Really? You think the IRS will

Maggie H.

Mar 13, 2018 Report

Location is not central so check that first. Small operation, family run. Reasonably good tax services, fairly priced. Even during tax season you can get an appointment which is unusual for a CPA. One plus-- they have cute dogs that they keep on site, which may lower your blood pressure while you prepare your taxes.