Explore Our Services

Our goal is simple: to help turn disconnected systems, inconsistent processes, and manual workarounds into streamlined workflows that support your team, your residents, and your growth.

Our services address the relationship between software configuration, accounting accuracy, reporting, internal controls, employee workflows, and day-to-day property management operations.

Property management software should support your business—not slow it down.

We help property management companies get the most from their Yardi, MRI, Buildium, and AppFolio systems. Whether you're implementing a new platform, cleaning up accounting records, reconciling financials, improving workflows, training staff, or optimizing existing processes, we provide the expertise needed to create reliable, efficient operations.

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  • "Success is the sum of small efforts, repeated day in and day out."

    Robert Collier

  • "The best way to predict the future is to create it."

    — Peter Drucker

  • “The secret to getting ahead is getting started.”

    — Mark Twain

  • “The man who moves a mountain begins by carrying away small stones.”

    — Confucius

What We Offer

We offer a range of services to meet the needs of every client!

  • For organizations implementing a new platform, expanding their portfolio, adopting additional functionality, or correcting an incomplete system setup.

    Services may include:

    • System configuration

    • Property and entity setup

    • Chart of accounts configuration

    • Charge code and transaction mapping

    • User role and permission review

    • Workflow development

    • Module optimization

    • Data validation

    • Testing

    • Go-live preparation

    • Post-implementation support

  • For teams dealing with unreliable financial reports, incomplete reconciliations, historical posting errors, or accounting activity that does not align with property operations.

    Services may include:

    • Bank reconciliations

    • General ledger cleanup

    • Accounts receivable remediation

    • Accounts payable review

    • Security deposit accounting

    • Beginning balance validation

    • Suspense account research

    • Historical transaction review

    • Chart of accounts restructuring

    • Financial reporting validation

    • Forensic accounting support

  • For organizations experiencing inaccurate, duplicated, incomplete, or improperly configured system data.

    Services may include:

    • Property and unit data review

    • Tenant and resident data cleanup

    • Vendor cleanup

    • Duplicate record correction

    • Lease and charge review

    • Outstanding balance validation

    • Configuration corrections

    • Historical data remediation

    • Data import preparation

    • Reporting accuracy review

  • For teams that need stronger workflows, role clarity, internal controls, or employee confidence.

    Services may include:

    • Role-based software training

    • Accounting workflow training

    • Property management process training

    • Standard operating procedures

    • Month-end process development

    • Move-in and move-out workflows

    • Leasing process review

    • Invoice approval workflows

    • Bank reconciliation procedures

    • Internal process assessments

    • Customized training materials

  • Flexible training options, including onsite* sessions, to accommodate diverse client preferences and needs.

    *Onsite training is subject to additional cost

  • Selecting the right property management platform requires more than comparing feature lists.

    BTO Solutions helps organizations evaluate software based on portfolio type, accounting requirements, reporting needs, staffing, operational complexity, integrations, and long-term growth.

    Services may include:

    • Software needs assessments

    • Current system review

    • Workflow and gap analysis

    • Platform comparison

    • Vendor demonstration preparation

    • Implementation readiness

    • Data conversion planning

    • Internal stakeholder alignment

    • Software transition strategy

    Platforms evaluated may include Yardi, MRI, Buildium, AppFolio, and other applicable property management technologies.

  • For companies that need continued access to experienced support without hiring another full-time employee.

    Services may include:

    • Monthly consulting retainers

    • Troubleshooting

    • Accounting support

    • New property onboarding

    • Staff assistance

    • System audits

    • Workflow changes

    • Reporting review

    • Process updates

    • Special projects

    • Continued system optimization

  • We'd be happy to work with you to create a custom quote!

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Platforms We Can Assist With:

MRI

Operational consulting, accounting support, workflow review, implementation assistance, reporting validation, system optimization, and training for supported MRI environments.

Yardi

Implementation, optimization, accounting cleanup, process development, training, and ongoing support for supported Yardi environments, including Breeze, Breeze Premier, and applicable Voyager workflows

Buildium

System setup review, accounting cleanup, bank reconciliation support, data remediation, reporting review, staff training, and workflow improvement.

AppFolio

Implementation support, accounting remediation, system optimization, process review, data cleanup, reporting assistance, and staff training.

Platform Support Disclaimer

Platform support is based on the scope, product edition, configuration, integrations, and complexity of the client environment. BTO Solutions confirms platform and project compatibility during the discovery process