Expert AppFolio Bookkeeping Services For Scaling Property Investors & Managers In Dallas
Dallas property managers oversee some of the most diverse commercial and mixed-use portfolios in the Sun Belt, where large multifamily communities, commercial strip centers, and master-planned HOA developments often fall under the same management umbrella. With no state rent control and a landlord-friendly regulatory environment, the complexity in Dallas lies in portfolio scale and commercial lease accounting rather than compliance entanglements. REA, an AppFolio Stack partner, handles the full bookkeeping layer so Dallas operators can focus on growth.
Proud AppFolio Stack™ Partners, working directly inside your AppFolio instance.
Texas rules that apply here
- Deposit return deadline
- 30 days
- Statute
- Texas Property Code Ch. 92
Why Texas Real Estate Professionals Choose REA
AppFolio Expertise, Applied to Dallas
Experts in AppFolio Bookkeeping
Our Dallas team, as exclusive accounting partners for the AppFolio Stack™, offers specialized knowledge in AppFolio bookkeeping. We’ll handle your monthly financial management while optimizing the software’s features for your property business across Texas.
Assigned, Responsive Team
For Dallas property managers, we recognize that unexpected issues require immediate attention. Your dedicated REA team remains accessible at all times to resolve your concerns via email, phone, video, or Slack, ensuring prompt support and peace of mind.
Accurate Monthly Bookkeeping
Eliminate time-consuming tasks and reduce mistakes with our AppFolio accounting services for Dallas property managers. REA delivers accurate, timely reports each month, enabling you to concentrate on growing your property portfolio throughout Texas.
Deposit Compliance for Dallas Portfolios
Texas Property Code Ch. 92
Texas Property Code Chapter 92 requires the deposit to be returned within 30 days of lease termination, with itemized written deductions.
Texas does not mandate a separate statutory escrow account the way Florida does, which makes voluntary segregation and clean per-tenant ledgers the operator's own control rather than a legal default.
All Texas requirementsHow we keep you inside it
- Deposit liabilities tracked per tenant in AppFolio, so a 30 days 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
How AppFolio Bookkeeping Transforms Property Management
Onboarding a Dallas Portfolio
- 1Understanding Your Business Inside-Out
We respect how valuable your time is as a Dallas property manager. After you provide secure access to your AppFolio account, our team will quickly assess your financial records and begin the onboarding process. Subsequently, we'll resolve any account discrepancies, complete required catch-up bookkeeping, and thoroughly review tenant/owner statements to guarantee complete accuracy in your Texas property documentation.
- 2Efficient Monthly Bookkeeping
Once we've verified the accuracy and currency of your Dallas AppFolio account, we begin our comprehensive monthly AppFolio consultant services. From managing bank reconciliations to handling accounts payable and generating reports, we function as your dedicated accounting team for your property management operations throughout Texas.
- 3Monthly Reports and Statements
Each month we deliver clear financial packages through AppFolio, including P&Ls, balance sheets, and owner and tenant statements. Every report is trust-account compliant and built to give total visibility into portfolio performance.
Appfolio Bookkeeping Services from REA
Available to Dallas Operators
Trust Bookkeeping
Leverage Appfolio's powerful bookkeeping capabilities with REA's tailored service.
See how it worksCorporate Bookkeeping
REA's skilled team, in combination with Appfolio's comprehensive toolset, addresses the complexity of your corporate financial activities.
See how it worksBank Reconciliations
Employing Appfolio's state-of-the-art system, REA offers bank reconciliation services that brings meticulous accuracy to your finances.
See how it worksFinancial Diagnostic Cleanup
REA utilizes Appfolio's advanced diagnostic tools to swiftly and effectively troubleshoot financial anomalies.
See how it worksTrust Compliance
REA pairs its accounting prowess with Appfolio's detailed reporting to deliver comprehensive Trust Compliance Verification services.
See how it worksAppFolio Accounting & Bookkeeping Services
For Dallas 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
Take the Whole Close, or One Function
Dallas operators use REA for the full monthly close or for the single function that has become a bottleneck. Each one is performed inside your AppFolio instance.
Trust Accounting
Compliant, audit-ready trust funds
Learn moreBank Reconciliation Services
Three-way reconciliation, every account
Learn moreAccounts Payable & Receivable
Bills paid, rent collected, owners paid
Learn moreBookkeeping Cleanup & Catch-Up
Back books fixed and current
Learn moreCAM Reconciliation
Annual commercial true-ups
Learn moreOn a Different Platform in Dallas?
We Work Inside All of Them
Experts In All Property Types
- Single-Family
- Multifamily
- Student Housing
- Affordable Housing
- Community Associations
- Commercial
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.
- Single-Family
- Multifamily
- Student Housing
- Affordable Housing
- Community AssociationsSee the page
- CommercialSee the page
Check Out What Our Clients Have To Say About Us
Property Managers, Investors & Owner Operators
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!
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.
I highly recommend Real Estate Accounting (REA) services from this group. They truly are great and have helped us tremendously at a time we needed it the most. I felt very comfortable giving up all my accounting responsibilities to this team and I'm still glad I made the decision to work with this group. Nothing less than an amazing experience!
Frequently Asked Questions
Can REA support Dallas HOA communities alongside rental portfolios inside AppFolio?
Yes. REA handles assessment income tracking, reserve fund segregation, vendor payables, and annual budget-to-actual reporting for HOA clients in AppFolio. Dallas-area HOA communities are common in master-planned subdivisions throughout the metroplex, and REA structures the chart of accounts to keep association funds properly separated from any co-managed rental inventory.
How does REA manage Texas security deposit compliance inside AppFolio for Dallas clients?
Texas Property Code Chapter 92 requires itemized deposit accounting and return within 30 days of lease termination. REA tracks each deposit in AppFolio’s trust accounting module, flags pending returns, and maintains the written documentation required under state law, reducing the risk of forfeiture or statutory penalty exposure for property owners.
Does REA handle AppFolio bookkeeping for Dallas property managers with both residential and commercial units?
Yes. Mixed portfolios are common in Dallas, and REA configures AppFolio to maintain separate ledgers for residential trust accounting and commercial lease income, including NNN and CAM reconciliations. Each revenue stream is tracked independently so owner statements and year-end reporting reflect accurate, auditable figures for both asset classes.
What kind of financial reports do you provide to AppFolio clients?
We provide detailed monthly financial reports and statements that offer a transparent overview of your business’s financial health. These reports are designed to ensure compliance with all trust account regulations and to help you make informed business decisions based on accurate financial data.
Can you handle both corporate and trust Appfolio bank reconciliation?
Yes, we offer both corporate and trust bookkeeping services tailored to AppFolio users. We manage the complexity of your corporate financial activities as well as ensure meticulous accuracy and compliance in your trust accounting, using AppFolio’s comprehensive toolset to manage all aspects effectively.
More in Texas
Other Texas markets, the platforms we work in, and the functions available on their own.
AppFolio Bookkeeping for Dallas
Schedule a call and we will review your AppFolio setup, your Texas deposit handling, and what it takes to close clean every month.