Scale your PM business & improve client experience

with our high-touch, high-integrity trust accounting solution.

Full-Service Trust Accounting

What are the trust accounting tasks, escalations, tangles, or even nightmares that steal your time and keep you up at night simply because you don’t have a trust accounting solution you can 100% trust to keep you compliant and deliver an outstanding experience to your clients?
The ProfitCoach Full-Service Trust Accounting solution is designed to:
  1. Help you stay compliant and protect you from audit risk
  2. Prevent accounting mistakes and improve client experience
  3. Repurpose owner/manager time toward building a highly-profitable self-managing company
How do we do it? We’ve cultivated a team of accountants who are excellent communicators and problem-solvers. Combine that with a focus on process efficiency and automation, and we’re able to deliver a world-class self-managing accounting solution at an affordable price.

Services include:

  1. Bank Reconciliations
  2. Entering & Paying Bills
  3. Tenant Move-In & Move-Out Accounting
  4. Processing Management Fees & Owner Disbursements
  5. Owner & Tenant Statements
  6. Recording Rent Receipts & Bank Deposits
  7. Financial Diagnostics
  8. Vendor and Owner 1099’s
  9. Ad hoc accounting changes/requests

ProfitCoach Trust Accounting Process

  1. “Offboarding” of accounting functions to ProfitCoach
  2. Processes are defined, improved & documented
  3. Communication rhythm to ensure bases are covered
  4. Monthly accounting cycle on auto-pilot…for you!

Starting at $6/unit per month ($2,000/mo minimum)

Rodney Fentress
Owner, Keyrenter Hampton Roads

“When I first signed up with these guys, I used the word “PAIN” about five times to describe my past experience with trust accounting. It took me way too much time, and even after all the effort, there were too many mistakes for our owners. And then I had to spend more time trying to fix them! Now with ProfitCoach handing our trust accounting, my confidence has gone way up because not only are we staying on top of our accounting, we’re also providing a much better experience to our owners. ProfitCoach is a premium service…and I’m getting premium results.”

Connect With Us