REA.co Real Estate Accounting & Tax

Expert Yardi Bookkeeping Services For Scaling Property Investors & Managers In Annapolis

Annapolis property managers run a mix few markets combine: HOA-governed subdivisions, Naval Academy area rentals, and slip-adjacent waterfront condos, each with its own accounting rhythm. On Yardi, the first question we ask isn't about the portfolio, it's whether you're on Voyager or Breeze. Voyager's commercial-grade chart of accounts and CAM handling fit association and marina-adjacent commercial mixes; Breeze's lighter footprint suits smaller residential rental books. Getting that split wrong before setup is why so many Annapolis books need rebuilding.

We work with accountant access inside your own Yardi instance, exactly as you would grant an internal hire.

Maryland rules that apply here

Deposit return deadline
statutory timeline
Statute
Maryland landlord-tenant statute
Full Maryland requirements

Why Yardi Operators in Annapolis Come to REA

Voyager for enterprise, Breeze for smaller portfolios

Voyager or Breeze, first

Every Yardi engagement in Annapolis starts with identifying which product you're actually running. Voyager's enterprise chart of accounts and multi-entity consolidation suit HOA-managed subdivisions and marina-adjacent commercial leases with CAM charges. Breeze is built for smaller residential rent rolls and can't carry that complexity. We confirm which one you're on before touching a single account.

Chart of accounts setup

Annapolis portfolios often blend historic district units, association-managed subdivisions, and waterfront condos under one management company. In Voyager, a chart of accounts built for one property type propagates its structure everywhere, so a marina slip fee or HOA assessment account set up wrong shows up wrong across every entity. We map the chart to match the actual portfolio before reconciliation starts.

Getting Breeze off spreadsheets

Smaller Annapolis operators on Breeze tend to hit its reporting ceiling fast, especially once a portfolio adds HOA reserve tracking or Naval Academy area rental turnover. The common fix is a shadow spreadsheet that drifts further from Breeze every month. We rebuild the reporting inside Yardi so the books stay in one system instead of two disagreeing ones.

Yardi and Maryland Deposit Rules

Maryland landlord-tenant statute

Maryland Real Property Article Section 8-203 gives landlords 45 days after a tenancy ends to return a security deposit or send an itemized list of damages. Voyager's trust accounting can track deposit liability by unit and generate that itemization on schedule, which matters for the association and marina-adjacent leases common here. Breeze tracks deposits as a simple ledger line without that itemization workflow, so Breeze users on tighter Annapolis rental turnover often miss the deadline unless we build the process manually.

Maryland law requires deposits to be held in a dedicated escrow account and returned with accrued interest, under defined timelines and itemization requirements.

All Maryland requirements

How we keep you inside it

  • Deposit liabilities tracked per tenant in Yardi, so a statutory timeline deadline is answerable from the ledger
  • Trust accounts reconciled three ways every month
  • Deduction documentation recorded against the correct ledger
  • Aging deposits flagged before the statutory window closes

Yardi Accounting & Bookkeeping Services

For Annapolis Portfolios

  • Process Review & Set Up
  • Bank Reconciliations
  • AP / AR
  • Accurate NOI, Balance Sheets
  • Recording HUD's & Accruals
  • Owner Distributions
  • Monthly Statements & Reports
  • Management Fees
  • Corporate Bookkeeping
  • Tenant Chargebacks

On a Different Platform in Annapolis?

We Work Inside All of Them

Experts In All Property Types

  • Single-Family
  • Multifamily
  • Student Housing
  • Affordable Housing
  • Community Associations
  • Commercial
Schedule time to learn more

Experts In All Property Types

Residential, commercial and everything in between. The asset class changes what the books have to prove, and our teams are staffed accordingly.

Check Out What Our Clients Have To Say About Us

Property Managers, Investors & Owner Operators

Client story

Adam the owner took a personal interest in my situation and was willing to work with me to see if his company was a good fit. I may be too small for them but I would highly recommend them to anyone considering a bookkeeper for their property management business.

TSTrevor SmithProperty Manager

Following a series of erroneous financials from my previous bookkeeper, who lacked expertise in real estate, it's been truly remarkable to receive not only accurate financials on a consistent basis but also proactive advice without prompting. The REA team is a game-changer in real estate accounting!

SCSara CrosbyReal Estate Investor

As REA exclusively specializes in Real Estate, I rest easy knowing my financials are precise every month while saving money at the same time, an invaluable benefit.

SWSteve WilkoOwner Operator

Frequently Asked Questions

How does Maryland's security deposit law affect our Yardi setup?

Maryland Real Property Article Section 8-203 requires landlords to return a security deposit or an itemized damage statement within 45 days of the tenancy ending. We configure your Yardi deposit liability accounts, whether on Voyager or Breeze, so that itemization is generated automatically at move-out instead of assembled by hand against a shrinking deadline.

Should our Annapolis portfolio be on Voyager or Breeze?

It depends on what you manage. If your portfolio includes association-managed subdivisions or commercial leases with CAM reconciliation, like many marina-adjacent and historic district properties here, Voyager's depth is worth the setup cost. If you're running straightforward residential rentals, Breeze is lighter, but you'll need a plan for reporting once your unit count or complexity grows past what it handles well.

Can Yardi handle both HOA and marina-adjacent condo accounting for the same client?

Yes, but it takes deliberate setup, not default settings. Annapolis portfolios routinely mix HOA reserve and assessment accounting with slip fees, dockage income, and waterfront condo association dues under one owner entity. We build separate account structures for each revenue type inside Yardi so association funds, marina income, and standard rent never blend into one undifferentiated ledger.

More in Maryland

Other Maryland markets, the platforms we work in, and the functions available on their own.

Yardi Bookkeeping for Annapolis

Schedule a call and we will review your Yardi setup, your Maryland deposit handling, and what it takes to close clean every month.