Spreadsheets and dashboards for small property managers.

You already export from AppFolio, Buildium, or QuickBooks. I build the workbook that turns those exports into owner statements, a rent roll you can trust, and one screen that shows what needs attention this month.

Built for firms and landlords with roughly 10 to 200 units. Fixed prices, a written scope, and you keep everything I build.

Portfolio dashboard from the demo workbook: occupancy 97.2 percent, $45,810 collected, $7,690 delinquent, cash NOI $31,860, 9 open work orders, 4 leases ending within 30 days, 1 vacant unit, and a by-property table with a health flag for each property.
  • How much rent is still owed, in dollars and as a share of what was scheduled.
  • Leases ending in the next 30 days, so renewal conversations start on time.
  • Which property needs attention first: collections, renewals, or maintenance.
From my demo workbook. Built in Excel, and every number is fictional.

Keep your software. Fix the month-end part.

Property software is good at leases, payments, and maintenance requests. The hours go into what happens after the export: re-keying numbers into owner statements, checking a rent roll by hand, and tracking lease dates in a separate file. That's the part I build for.

Owner statement for Harbor View Apartments showing rent collected, expenses by category, an 8 percent management fee, and a net distribution to the owner of $14,340.
Pick a property and its owner statement fills in, including the management fee and the net distribution.
Rent roll with lease end dates, balances due highlighted in red, and yellow flags on leases expiring within 30 or 90 days.
Balances and expiring leases highlight themselves, so nothing waits for someone to notice. Select any screenshot to see it full size.
Work order log with status, priority, vendor, cost, and days open, with orders open more than a week highlighted.
Work orders open more than a week stand out, and closed repair costs flow straight into the owner statement.

Packages

Every project starts with a written scope and a fixed price. Delivered in Excel or Google Sheets, whichever your team already uses.

Spreadsheet Rescue

Your current rent roll and tracking files rebuilt into one clean workbook, with checks that catch errors before they reach an owner.

$1,500

Owner Statement Engine

Monthly owner statements built from your software export and bank CSV, one per owner, ready to review and send.

$3,000

Portfolio Command Center

A dashboard like the one above: occupancy, delinquency, lease expirations, work-order aging, and cash NOI by property.

$5,000

Harbor Care

Ongoing upkeep once your workbook is running: updates when your exports change, fixes, new reports, and one small automation a month.

$600–900per month

Launch pricing. My first three clients pay half of any package, and $400 a month for Harbor Care, in exchange for an honest written testimonial.

Terms. Half up front and half on delivery. Two rounds of revisions are included. Custom web tools are quoted separately.

How it works

  1. Tell me about month-end

    Send a sample export with resident names removed, and describe the reports you rebuild each month.

  2. Get a fixed quote

    Within two business days you get a price and a written scope of exactly what I'll build.

  3. I build it

    Half up front to start. You review the workbook and get two rounds of revisions.

  4. You own it

    You get the finished file and written instructions. It runs without me.

Where I draw lines

You're trusting me with your numbers, so here's what I won't do.

No tenant screening or approval tools. Those fall under Fair Housing and FCRA rules and belong with specialists.

I never touch your money. No bank logins, trust accounts, or payments. You export files and send them to me.

No legal, tax, or accounting advice. I build the tools. Your CPA owns the numbers.

Resident data stays minimal. Unit IDs instead of names where possible, an NDA if you want one, your files deleted after handoff, and nothing pasted into public AI tools.

Questions

Do I have to switch property software?

No. Everything works from the reports and exports you already pull.

Can I try the demo myself?

Yes. Email me and I'll send the demo workbook set up with your company name and property types. It uses fictional data, so there's nothing to share on your end.

Excel or Google Sheets?

Either. I build in whichever your team already has open every day.

How do we communicate?

Mostly by email. Scope, decisions, and changes all get written down, so nothing depends on anyone's memory of a phone call.

What if my files are a mess?

That's normal, and it's what Spreadsheet Rescue is for. Send what you have and I'll tell you honestly what it would take.