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Residential (Small)

Overview

The Client, a Boston based Property Management firm came to Optimal looking to Partner with a firm that could help them manage their back-office so they could focus on growth.

Optimal first completed historical catch-up/clean-up in Yardi, migrated them to Buildium, and set up standard operating procedures for ongoing management. Migration and standard operating procedure setup was completed within 3 months.

With Optimal managing the back-end processes, the Client scaled seamlessly over the following 3 months, adding 150+ doors. As they grew, Optimal built out a bookkeeping team and the Client added two full-time Assistant Property Managers to manage their continued growth.

Quick Stats

Unit Count

Grew from 70 Units to 220+ Units (less than 6 months)

Property Type

Single Family, Multi-Family

Scope

Bookkeeping, Virtual Property Management, Tax

Software

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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.
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