Residential (Mid-Size)

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Residential (Mid-Size)

Overview

The Client, a San Francisco based Property Management Firm came to OPTIMAL looking to Partner with a firm that could help them support back-office functions, specifically supporting their Director of Accounting and their Team of Portfolio Managers.

OPTIMAL first completed historical catch-up/clean-up in Appfolio and set up standard operating procedures for ongoing management.

The clean-up and standard operating procedure setup was completed within 3 months working hand-in hand with the Owner and Director of Accounting. Two teams were built out to manage the entirety of their portfolio’s bookkeeping operations as well as tenant relations & collections.

With OPTIMAL managing the back-end processes, the Client was able to stabilize their operations and begin reviewing opportunities for continued expansion.

Quick Stats

Unit Count

1,200+ Units

Property Type

Single Family, Multi-Family, Short-Term Rental

Scope

Advisory, Bookkeeping, Virtual Property Management

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Let’s Talk

Let’s take your next step towards transformation. Whether you need support with Virtual Property Management, Bookkeeping, Tax services, or Marketing strategies, we’re here to help. Contact us today to explore how our tailored solutions can drive your business forward. Partner with our comprehensive back-office platform and let’s achieve your goals together.

Helping Investors & Managers achieve massive scale through simple systems and the right people, creating a business that serves them instead of the other way around.

Contact

Global Locations

Powder Mill Office Park
1151 Pittsford Victor Rd, Suite 223
Pittsford, NY 14534

About Us

Services

Under no circumstances should any material at this site be used or considered as an offer to sell or a solicitation of any offer to buy an interest in any investment. Any such offer or solicitation will be made only by means of the Confidential Private Offering Memorandum relating to the particular investment. Access to information about the investments are limited to investors who either qualify as accredited investors within the meaning of the Securities Act of 1933, as amended, or those investors who generally are sophisticated in financial matters, such that they are capable of evaluating the merits and risks of prospective investments.

Residential (Mid-Size)

Quick Stats