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Accounting Services

It’s easy to keep tabs on your investment

Click here to view or download our Brochure

Comprehensive Financial Reporting

Appleton Accounting

We track your financials and reports to you monthly through our secure, advanced and fully automated web-based accounting system. With our detailed financial reporting tools, it's never been easier to keep tabs on your investment.

  • All reports and tracking are further available at all times through the Owner Portal – just login and go!
  • Convenience and self service for review of all statements
  • Download owner statements & income reports

Log into your owner portal to view statements & more, such as:

  • Rent collection and processing
  • Payment of maintenance vendor invoices
  • Owner statement and monthly direct deposit by ACH processing to your bank account

On an annual basis, you will also receive the following:

  • Tax statements and 1099s
  • Annual summary owner statement

Get started with your FREE PROPERTY CONSULTATION by completing the form .

Schedule Your Free Consultation

  • “Sarah, Jillian, and Troy are extremely responsive and responsible they are a pleasure to work with”

    Bob U.
  • “They are working diligently with us in raising rents and updating leases to reflect current market values.”

    Patti R.
  • “Communication rates a 10 out of 10! We appreciate the prompt replies and joint problem solving.”

    Barb C
  • “Jillian has been great to work with from the beginning. She was quick to respond to my questions and thorough in her answers; which ultimately led to my selection of CB. Overall, my experience has been a positive one and I have found the team to be a great resource. Their online portal is also easy to navigate and supports record keeping. I would definitely recommend CB to landlords.”

    Tracey P.
  • “Sarah DuBois and Jillian Brandt helped us fill our properties with well qualified tenants. They successfully showed apartments, provided all leases/agreements, processed all tenant background checks and connected us to their online portal services to help us keep track of everything. Sarah DuBois and Jillian Brandt provided rock-star quality service with an abundance of "can-do" enthusiasm. These ladies shared their personal expertise and became more like friends. Coldwell Banker provides the highest quality real estate services, but they also go beyond just a business partnership... they make you part of their real estate family.”

    Yolanda H.
  • “The communication with Sarah, Jillian and Troy are great! I think that is most important when choosing to have someone manage your rental properties. They keep an eye out for you, the owner!”

    Trace P.
  • “I have come to realize that my time is very valuable and this process has saved me a significant amount of time. Happy with the quality of our new tenants. Hoping for a long tenancy.”

    Michael V.