Bookkeeping for Property Managers
Multi-property tracking, owner payouts, and PM finances.
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Trust Account Manager
Manage tenant security deposits and owner reserves in compliant trust accounts with three-way reconciliation and audit-ready reporting.
Owner Statement Generator
Produce monthly owner statements showing rent collected, expenses paid, management fees deducted, and net owner distributions per property.
Maintenance Cost Tracker
Track repair and maintenance costs per property and unit with vendor management, markup calculations, and owner approval workflows.
Management Fee Calculator
Calculate management fees per property based on agreement terms—percentage of collected rent, flat monthly fees, leasing fees, and renewal bonuses.
Financial Challenges for Property Managers
- Managing trust accounts holding tenant security deposits and owner funds with strict fiduciary and regulatory requirements
- Generating accurate owner statements showing income, expenses, management fees, and reserves for each property
- Tracking maintenance and repair costs across dozens or hundreds of units with different owners paying different markup rates
- Reconciling management fee revenue—percentage of rent, flat fees, leasing fees, renewal fees—across the portfolio
Property management is a fiduciary business where you're responsible for other people's money—tenant deposits, rental income, and reserve funds. The trust accounting requirements alone demand specialized financial tools, and generating accurate owner statements across dozens of properties with different management agreements multiplies the complexity.
FiscalInsights provides the financial infrastructure property managers need. Compliant trust accounting with three-way reconciliation, automated owner statement generation, and per-property financial tracking ensure accuracy and transparency. Management fee calculations handle every agreement type in your portfolio.
From a small property management company to a large operation managing hundreds of units, FiscalInsights scales with your business. Maintain fiduciary compliance, keep owners informed with professional reporting, and manage the financial complexity of multi-property operations with confidence.
Frequently Asked Questions
How do property managers handle trust account requirements?
FiscalInsights maintains separate trust account records for tenant deposits and owner funds with automated three-way reconciliation. The system tracks every dollar in and out of trust with audit-ready reporting that satisfies state real estate commission requirements.
How do property managers generate owner statements?
FiscalInsights automatically generates monthly owner statements showing gross rent collected, all expenses paid, management fees deducted, and net distribution amounts. Owners see transparent accounting for their properties, and you maintain professional documentation of every transaction.
How should property managers track maintenance costs?
FiscalInsights logs maintenance requests, vendor invoices, and repair costs per property and unit. Management agreements that include markup on maintenance are calculated automatically. Owners see itemized maintenance reports, and you maintain records of all vendor payments for each property.
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