Our Services

Helping you choose and implement property management software smoothly.

Accounting

a calculator and a pen sitting on top of a piece of paper

Yardi Voyager is first and foremost a Property Management and Asset Management software system, but what good is that system if you can’t manage your cash flow, understand where your Account Payable and Receivables are at, and get accurate reports out to the investors on time? The accounting system within Yardi Voyager is very robust and has the potential to satisfy all of your accounting needs, as long as you can understand how to make the system work for you. For more than 10 years, we have been focused on understanding, and helping Yardi clients understand, some of the most complex financial processes within Yardi Voyager, including Inter-company, Cross-Entity Transactions, and GL Allocations. We also specialize in tying out AP and AR as well as helping clients with EOM close in order to simplify their bank reconciliations as much as possible. Let us help you get a CLEAR picture of your financials.

Support specialist assisting a property manager via video call.

Implementation

A successful Yardi implementation is a result of the combination of 2 things; 1). a good Consultant and 2). a good Project Manager. No two businesses operate the same, and the Yardi Voyager platform is extremely flexible. It is vitally important that the Consultant be able to understand the business processes of the client and to tailor the functionality within Voyager to match those processes. One of the biggest leaks in the implementation process is having the consultant setup functionality that doesn’t work for the way you do business and then having to go back and revamp that functionality after back-and-forth discussions with the consultant. We have first-hand knowledge of how to adapt Voyager’s functionality to meet such diverse needs.

We provide an overview of some of Yardi's "Best Practices" for clients to assist with better managing your business. We will review things such as when to close the Month, when to Post Rents, and what reports can be automated to optimize your productivity.

Typically this is a two day onsite visit where we can meet with your key team players and review what your current Yardi processes are. After we understand your current processes, we can advise on some of the best practices and assist with setting these up for you.

Best Practice Review

Project management

At CLEAR Financial Consulting we can help you move data from your old system into your Yardi system. We are knowledgeable and experienced in successfully importing your data into your Yardi Software platform. Our attention to detail as well as our financial expertise is a plus to any data conversion project. We can assist with set up of a new acquisition, or a full data conversion if you are new to the Yardi software.

Calculator and rolls of pennies with loose coins.

Data Conversions

CLEARfi Consulting offers Property Bookkeeping services to allow clients to outsource property task such as month end processes. Let our experts take the stress off your staff by completing AR/AP tie-outs, Bank Reconciliations; Security Deposit Review, reclassing expenses, CAM Recoveries and more! Ask about our flat rate pricing for this service.

Hand checking off items on a to-do list.

Property Bookkeeping

CLEARfi Consulting offers Project Management support for organizations who do not have the internal resources available. Whether your Project Management needs are for implementations, upgrades, training or any other aspect of the Yardi Voyager platform, we can provide structure and assistance to be more effective and stay on target for your completion dates.