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BANNERECONOMICS

Services

Property management accounting, at the level of support you need.

Three service levels, each built on the same foundation: property management specialists, documented procedures, and review by a U.S.-based CPA. Choose how much of the work you want us to own.

Request a Proposal

01Service levels

Choose your level of support.

Level 1

Reconciliation & Monthly Close

Books you can trust, closed on schedule every month.

For companies with capable day-to-day bookkeeping in place that want an independent, professionally reviewed reconciliation and close process behind it.

Staffing

Close team with U.S.-based CPA oversight

Designed for

  • You have in-house staff entering bills, receipts, and deposits
  • Reconciliations slip, or discrepancies sit unresolved
  • You want CPA-level review without replacing your team

Included

  • Bank account reconciliations
  • Credit card reconciliations
  • Trust account reconciliation support, where applicable and authorized
  • Investigation of reconciliation discrepancies
  • General ledger review and closing adjustments within scope
  • Monthly financial statement preparation
  • Monthly accounting close
  • Exception identification and reporting
  • U.S.-based CPA oversight and account management
  • Scheduled accounting review and communication

Stays with your team

  • Day-to-day entries: invoices, payables, receipts, deposits
  • Providing complete records needed to reconcile and close
Request a proposal

Level 2

Full-Service Accounting

A professionally run accounting function, without a full-time hire.

For companies that want their recurring accounting handled end to end but do not need a full-time employee's worth of capacity.

Staffing

Shared accounting specialist + U.S.-based CPA oversight

Designed for

  • The owner or an office manager is still doing the books
  • Volume does not justify a full-time accountant
  • You want one accountable provider for the recurring work

Everything in Level 1, plus

  • Ongoing bookkeeping and transaction categorization
  • Vendor invoice entry
  • Accounts payable preparation and processing support
  • Accounts receivable tracking
  • Tenant and owner ledger accounting support
  • Payment application and reconciliation support
  • Owner distribution accounting support, where applicable
  • Routine discrepancy research
  • Monthly financial reporting
  • A named, shared accounting specialist
  • Defined communication channels and support

Stays with your team

  • Approving payments, distributions, and anything that moves funds
  • Physical mail, paper documents, and walk-in tenants
Request a proposal

Level 3

Flagship

Dedicated Accounting Department

Your own accounting team, without managing one.

For companies that want the continuity and availability of an in-house department, without recruiting, training, supervising, or replacing accounting staff themselves.

Staffing

Full-time dedicated specialist + U.S.-based CPA account manager

Designed for

  • You are weighing an in-house accounting hire
  • Your staff routes accounting questions all day
  • You want one person who knows your portfolio by name

Everything in Levels 1 and 2, plus

  • One full-time accounting specialist assigned only to you
  • U.S.-based CPA account manager providing oversight and supervision
  • Direct communication with your specialist
  • Daily accounting workflow management
  • Priority support with defined response-time commitments
  • Regular meetings with your CPA account manager
  • Expanded accounts payable and receivable support
  • Coordination of accounting requests from your office staff
  • Support for tenant ledger questions escalated by authorized staff
  • Accounting document preparation and management
  • Ongoing process improvement
  • Documented backup coverage and service continuity

Stays with your team

  • Approving payments, distributions, and anything that moves funds
  • On-site tasks: mail, scanning, physical payments, walk-ins
Request a proposal

02Side by side

Compare the levels.

Exact deliverables, coverage, and response times are defined in your engagement agreement.

Comparison of the three Banner Economics service levels
ServiceLevel 1Reconciliation & CloseLevel 2Full-ServiceLevel 3Dedicated Department
Reconciliation & close
Bank and credit card reconciliationsIncludedIncludedIncluded
Trust account reconciliation supportWhere authorizedWhere authorizedWhere authorized
Discrepancy investigationIncludedIncludedIncluded
Monthly close and financial statementsIncludedIncludedIncluded
Exception reportingIncludedIncludedIncluded
Recurring accounting
Bookkeeping and transaction categorizationNot includedIncludedIncluded
Vendor invoice entry and AP supportNot includedIncludedExpanded
AR tracking and payment applicationNot includedIncludedExpanded
Tenant and owner ledger supportNot includedIncludedIncluded
Owner distribution accounting supportNot includedWhere applicableWhere applicable
People & access
U.S.-based CPA oversightIncludedIncludedIncluded
Accounting specialistClose teamShared, namedDedicated, full-time
Direct line to your specialistNot includedDefined channelsIncluded
Regular CPA account manager meetingsScheduled reviewsScheduled reviewsIncluded
Defined response-time commitmentsPer agreementPer agreementPriority
Requests from your office staffNot includedLimitedIncluded
Documented procedures and backup coverageDocumented proceduresDocumented proceduresNamed backup

03Shared or dedicated

Two ways to staff your account.

Both are supervised by your CPA account manager. The difference is capacity and access.

Level 2

Shared specialist

A named specialist who supports a small number of Banner Economics clients, with clear responsibility for your account and defined service expectations. Right when your volume doesn’t justify a full-time role.

Level 3

Dedicated specialist

A full-time specialist assigned only to you, working your daily accounting and taking requests directly from your team. The continuity of an in-house hire, without recruiting or managing one.

01

Your office

Your leadership

Sets priorities and approves payments, distributions, and anything that moves funds.

02

United States

CPA account manager

Supervises your account, reviews reconciliations and financial statements, and handles escalations. Your accountable point of contact.

03

Philippines

Accounting specialist

Performs the day-to-day and monthly work inside your systems, under documented procedures. Shared or dedicated, depending on your level.

04Scope

Quoted separately, so the monthly fee stays clean.

These projects vary too much to bundle. If you need one, we identify it during discovery and quote it on its own.

  • Historical cleanup and catch-up

    Bringing prior periods current before monthly service begins.

  • Software migration and setup

    Moving platforms, rebuilding charts of accounts, or reconfiguring a system.

  • Tax preparation and audits

    Not provided by Banner Economics. We coordinate with your CPA firm and auditors.

  • Special projects

    Acquisitions, portfolio onboarding surges, forensic reviews, and similar work.

Accounting services tailored to your portfolio

We don’t publish a price list because two companies with the same unit count can have very different accounting. Your proposal is built on:

  • Units and properties managed
  • Third-party owners
  • Bank, trust, and credit card accounts
  • Accounting entities
  • Monthly transaction volume
  • Accounting software
  • Condition of current books
  • Service level and scope

We work with property management companies managing 100 or more doors. Not sure which level fits? That’s what the consultation is for.

Request a Proposal

Schedule a consultation

Not sure which level fits?

Tell us about your portfolio and current process. We’ll recommend a level, explain why, and send a written proposal.

Schedule a ConsultationCompare Service Levels
BANNERECONOMICS

Outsourced accounting departments for property management companies across the United States.

Next step

A consultation to review your accounting setup and the right level of support.

Schedule a Consultation

Banner Economics provides outsourced accounting and bookkeeping services. We do not perform audits, reviews, or other attest engagements, prepare tax returns, or provide legal advice. Trust accounting requirements vary by state; clients remain responsible for compliance with the rules that govern their licenses and accounts. Services, response times, and deliverables are defined in each client's engagement agreement.

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