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Yes! We are a designated Sage Intacct Partner. This means that our team has completed in-depth training and certification processes which qualifies us to implement and manage Sage Intacct for our clients.

While legal requirements for trust accounting vary by state, following trust accounting best practices is the best way to prevent commingling of funds and maintain transparent financial reporting with owners.

Clients on a Silver or Gold plan receive owner statements by the 10th business day. Clients on a Platinum plan receive owner statements by the 7th business day. If you have contractual requirements with owners that don’t align with these dates, please speak with our team.

Our team will prepare and deliver a monthly financial reporting package that contains: a complete profit and loss statement, a summary of balance sheet account activity, and a statement of cash flows for your business. We can also develop custom reports by request.

Today, we work with property managers using Guesty, Hostaway, Track, Hostfully, Hospitable, OwnerRez, Avantio, and Lodgify. If you don’t see your software listed, please reach out to our team to help us support you in the future.