Peter Lohmann's Podcast

In this episode of Peter Lohmann’s Podcast, I sit down with my mom, Susan Lohmann, who spent nearly 50 years building a career in the horse business: running farms, teaching lessons, and judging competitions.We talk about what it takes to manage barns (and difficult customers), the surprising parallels between horse boarding and property management, and what really happens when a client stops paying board (spoiler: yes, you can evict a horse).If you care about small business lessons, negotiation tactics, or building a career around passion, you’ll enjoy this conversation.00:00 – Intro02:04 – Susan’s background and career06:32 – Dealing with difficult customers12:13 – Sponsor – The Elevate Sales Kickoff Event13:34 – Susan’s experiences as a woman working in business20:04 – Firing customers24:18 – Unethical behavior in the industry29:59 – Learning the industry33:28 – Sponsor – Nutiliti34:53 – How the lack of technology affected industry collaboration36:59 – The power of work ethic39:50 – Restarting a business 3 times over44:32 – Raising children while working from home50:50 – Negotiation advice55:06 – Passing on the entrepreneurial spirit to your kids56:46 – Building niche skillsets and knowledge1:00:30 – Advice for parents with kids wanting to get involved in horse riding.Connect with SusanLearn more & connect with me here:⁠Crane⁠⁠, the private community for property management business owners.⁠⁠My Free PM Newsletter⁠⁠⁠⁠RL Property Management⁠⁠ 

In this episode, I sit down with Tollie Brown, Principal at Mainsail Partners and board member at Rentvine.We talk about why Mainsail, a $4B growth equity firm, invested $74M into Rentvine, and what that means for property managers. Tollie breaks down the differences between venture capital, private equity, and growth equity, and why those distinctions matter when choosing software.We also cover what makes PropTech appealing to investors, why trust matters as much as features, and how AI, integrations, and consolidation are shaping the future of property management software.(00:00:00) - Intro (00:01:32) - Tollie’s background and career (00:02:36) - Mainsail’s investment in Rentvine (00:07:03) - The importance of a technical co-founder when investing in SaaS companies (00:08:38) - Mainsail & growth equity firms (00:11:51) - What customers can expect from companies that take growth equity (00:14:38) - What makes PM interesting to growth equity firms (00:16:12) - Sponsor - RentEngine (00:18:09) - Why Rentvine was so interesting to Mainsail (00:23:25) - Risks and downsides for the PM industry (00:25:48) - What causes PMs to switch software providers? (00:32:32) - Founder reception to growth equity (00:35:01) - Sponsor - Crane (00:36:25) - Predictions for the industry (00:39:50) - The pressure on vendors to do more and charge less with technology (00:43:41) - Integration vs. consolidation (00:46:44) - The future of Mainsail (00:49:04) - Advice for folks getting into the equity side of business (00:51:27) - Get in touchLearn more and connect with Tollie here: ⁠Mainsail Partners⁠⁠Tollie on LinkedIn⁠Learn more & connect with me here:Crane⁠, the private community for property management business owners.⁠My Free PM Newsletter⁠⁠RL Property Management⁠ 

In this episode of Peter Lohmann’s Podcast, I sit down with Valeria (“Val”) Urcuyo - VP of Operations at Appliance Repair Professionals, a nationwide appliance repair company serving property managers in 40+ states.Based in Nicaragua, Val runs the business remotely, coordinating hundreds of subcontractors and thousands of repair jobs each month. We talk about how she makes this model work without a U.S. office, the shortage of appliance techs, and why some vendors inflate diagnostic fees. Val also shares how her team vets technicians, the repair-vs-replace math, and her candid take on appliance obsolescence.On leadership, Val explains how she earned the trust of the company’s owners, lessons from her mom’s Taco Bell career, and the hard calls that come with scaling a business nationwide.If you’re in property management and juggling vendor relationships, repair costs, or company culture, Val’s story is packed with takeaways.Episode Chapters00:00 – Intro02:03 – Val’s background and company overview04:22 – Running a U.S. company from Nicaragua09:20 – Challenges and strategies in appliance repair16:46 – Sponsor: Utility Profit18:21 – Expanding services and industry insights22:01 – Pricing models and property management35:41 – Factors influencing repair decisions36:40 – Customer communication and empowerment39:01 – Sponsor: Crane40:29 – Planned obsolescence in appliances43:38 – Val’s journey and leadership insights52:38 – Scaling challenges and lessons1:03:46 – Team building and company culture1:06:24 – Conclusion and contact infoLearn more and connect with Valeria here: Valeria on LinkedInThe Appliance Repair ProfessionalsLearn more & connect with me here:⁠⁠Crane⁠⁠, the private community for property management business owners.⁠My Free PM Newsletter⁠⁠RL Property Management⁠⁠ 

In this episode of Peter Lohmann’s Podcast, I’m joined by Joni Wolfswinkel - owner of two Real Property Management franchises (2,300+ doors) and founder of True Work Logistics, a global talent placement agency.Episode Chapters:00:00 – Intro02:22 – Joni’s background & career in property management07:30 – Launching a global talent placement agency13:26 – Overcoming business plateaus15:10 – Property management goals16:02 – Sponsor: Crane17:27 – Acquisition strategies in PM18:26 – On the PM conference circuit19:36 – Industry observations over the past year23:38 – Owning & running a plumbing company27:00 – Personal vision & goals beyond business28:47 – The reality of working with your spouse31:30 – Sponsor: AppFolio33:10 – Content creation & branding40:36 – Where Joni’s focus is today47:38 – Teaching kids about wealthJoni walks us through her journey from knocking on pre-foreclosure doors to scaling multiple businesses. We dig into the plateaus every PM entrepreneur hits, what it takes to break through 500–1,000 doors, and why acquisitions often beat organic growth. She also shares lessons from running a plumbing company (spoiler: never again), the reality of working with your spouse, and how she’s shifted focus toward family, vision, and building generational wealth.If you’re a property management operator or entrepreneur thinking about scaling, hiring globally, or balancing work with family, you’ll find Joni’s story both practical and inspiring.Learn more & connect with me here:⁠Crane⁠, the private community for property management business owners.⁠My Free PM Newsletter⁠⁠RL Property Management⁠ Learn more and connect with Joni here: Website: True Work Logistics - True Work LogisticsJoni’s Podcast: Inside the Wolf's Den Podcast | EpisodesFacebook- Joni M WolfswinkelInstagram: JonimwolfLinkedin: Joni Wolfswinkel

In this episode of Peter Lohmann’s Podcast, I’m joined by Ginny Wood, former COO at LeadSimple and an experienced fractional COO who has guided multiple high-growth businesses through transformation and scaling.Ginny shares her career journey from early days as a programmer to becoming a trusted operational leader in PropTech and beyond. We explore how she approaches stepping into companies mid-stream, the importance of building a culture of speed, and what leaders should know about property manager blind spots. Ginny also opens up about taking a mid-career sabbatical, turning off the inner critic, and how EOS continues to shape business leadership today.If you’re a property management entrepreneur, real estate operator, or business owner looking to find the right #2 or explore fractional COO options, this conversation delivers practical insights and inspiration.00:00 – Intro02:17 – Ginny’s background and career11:39 – Where to start as a fractional COO16:36 – Sponsor: Julian Calvo (watch this)18:05 – Inspiring a culture of speed26:54 – Taking a mid-career sabbatical32:43 – Knowing when it’s time to move on36:51 – Sponsor: Crane38:15 – Property manager blind spots44:01 – Feedback and hard conversations52:33 – Turning off your inner critic57:33 – EOS1:00:58 – How to find a great #21:05:11 – Fractional COO options for property management companiesContact Ginny:Ginny on LinkedInHoffman InstituteThe Rise of the COO – Harvard Business ReviewContact Peter:Crane – Private PM Owner CommunityFree PM Newsletter RL Property Management

Deb Newell has worked with some of the largest property management operators in the U.S., helping them streamline operations, scale sustainably, and prepare for mergers, acquisitions, and exits. With over two decades of experience, Deb shares how she helps real estate businesses focus on people, process, and technology to achieve growth and long-term success.In this conversation with Peter Lohmann, Deb opens up about her career journey, the why behind business ownership, and how companies can get ready to sell (or scale) without making common structural mistakes. She also shares wild stories from the consulting world and dives into how mindset and leadership shape a business’s trajectory.👉 If you’re a property management entrepreneur, real estate investor, or business owner planning for growth or sale, this episode delivers actionable insights from one of the industry’s top consultants.Episode Guide:00:00 – Intro01:35 – Deb’s career and background08:26 – The why behind business ownership12:56 – Selling a property management business16:22 - Sponsor - Rentvine17:45 – Deb’s consulting work23:35 – Crazy stories from consulting owners38:03 - Sponsor - Enterprise Bank & Trust39:36 – Mindset shifts for growth50:24 – Establishing roles in your business57:12 – Preparing to sell your business01:01:40 – Pros and cons of hiring a consultant🔗 Connect with Peter: joincrane.co | Free PM Newsletter | RL Property Management🔗 Connect with Deb NewellLinkedIn | Real-Time Consulting Services

In this episode, Peter Lohmann talks with Binsi Das, Managing Director at Sagan Passport, about her incredible journey from virtual assistant to executive leader. Together they unpack what most American business owners get wrong when hiring global talent—and what it actually takes to build high-performing remote teams.Binsi shares candid insights about communication challenges, cultural barriers, and the overlooked importance of mentorship and context. She also explains why the key to success isn’t “finding your Binsi”… it’s building one.Whether you’ve worked with remote team members or you’re just starting to explore it, this is a must-listen conversation for anyone leading in today’s global workforce.Timestamps:03:12 – Binsi’s background & early career10:22 – Scaling global talent with Sagan Passport18:00 - Sponsor: Appfolio19:38 – What great global employers do differently24:59 – Using ChatGPT for leadership feedback27:31 – Recruiting talent through content34:39 - Sponsor: EZ Repair Hotline36:24 – Sagan’s internal content challenge39:49 – Building teams (and assistants) from scratch44:07 – Cross-cultural communication50:03 – Supporting remote team members effectively57:05 – Navigating accent bias in hiringLearn more & connect with Peter here:⁠Crane⁠, the private community for property management business owners.⁠My Free PM Newsletter⁠⁠RL Property Management⁠Learn more and connect with Binsi here: Binsi on LinkedInThe content of this podcast is for informational purposes only and does not constitute professional advice. I may have consulting agreements with, or financial interests in, companies mentioned in this podcast. Additionally, some of the links included may be affiliate links, meaning I may earn a commission if you purchase through these links. Always perform your own due diligence before making any financial or business decisions.

What separates a good operator from a great one?In this episode, Peter talks with Cathy Gainer, a strategic coach and former RL Property Management team member, about the mindset, discipline, and decision-making skills that define high-performing operators. Cathy shares lessons from her time inside the business, what she’s learned from coaching other leaders, and how great #2s support founders in meaningful ways.They also explore mindset training, leadership blind spots, and what most owners get wrong when trying to scale a property management business.⏱️ Timecodes00:00:00 – Intro00:02:20 – Cathy’s background and career00:06:17 – What is PM like relative to other industries?00:10:13 – Cathy’s first impressions of RLPM00:17:56 – Sponsor: MX Summit00:19:20 – Peter’s first “Crane break”00:26:45 – The desire to be a great #200:31:15 – Mindset training00:35:58 – Sponsor: CRANE00:42:04 – Cathy’s reflections on semi-retirement00:50:24 – What are the most common mistakes you see owners and operators making?🔗 Connect with Peter:Crane – Private PM Owner CommunityFree PM NewsletterRL Property Management🔗 Connect with Cathy Gainer:LinkedIn__The content of this podcast is for informational purposes only and does not constitute professional advice. I may have consulting agreements with, or financial interests in, companies mentioned in this podcast. Additionally, some of the links included may be affiliate links, meaning I may earn a commission if you purchase through these links. Always perform your own due diligence before making any financial or business decisions.

In this episode, I am joined by Dr. Julie Gurner, Executive Performance Coach.Dr. Julie Gurner is a doctor of psychology and executive performance coach compared to Wendy Rhoades from 'Billions' by The Wall Street Journal. She provides high level coaching services and is the founder of the Ultra Successful Newsletter on Substack.We discuss:(00:00:00) - Intro(00:03:09) - Mindset advantages over technical/soft skills(00:05:43) - Cultivating a mindset of belief in yourself(00:07:52) - Dealing with Failure(00:15:57) - Sponsor: MX Summit(00:17:21) - The importance of your environment on your mindset(00:23:21) - Discipline in routine(00:27:12) - The moral component behind delegating work(00:29:41) - Balancing ambition with satisfaction(00:33:05) - Sponsor: Fyxed.com(00:35:29) - Composing a vision of your future self(00:38:59) - Celebrating your wins(00:42:57) - The process of working with Dr. Gurner(00:52:14) - The fallacy of Stoicism(00:58:10) - How high-performers wind down their dayLearn more & connect with me here:⁠Crane⁠, the private community for property management business owners.⁠My Free PM Newsletter⁠⁠RL Property Management⁠Learn more and connect with Dr. Gurner here: Dr. Gurner on XDr. Gurner’s Newsletter - Ultra Successful: https://drgurner.substack.com/DrGurner.comThe content of this podcast is for informational purposes only and does not constitute professional advice. I may have consulting agreements with, or financial interests in, companies mentioned in this podcast. Additionally, some of the links included may be affiliate links, meaning I may earn a commission if you purchase through these links. Always perform your own due diligence before making any financial or business decisions.

In this episode, I am joined by Taylor Haas, President of Colorado Realty and Property Management, Inc.We discuss:(00:00:00) - Intro (00:01:20) - Colorado Realty & Property Management’s company structure (00:05:36) - Phone systems (00:08:51) - The origins of the business and Taylor’s career (00:09:52) - Having multiple offices in one city (00:13:45) - Sponsor - Appfolio’s FutuRE Conference (00:15:21) - Content marketing (00:17:52) - Taylor’s YouTube approach (00:21:28) - Lease-only and home warranty strategies (00:27:09) - Taylor’s journey in sales (00:31:14) - Sponsor - Property Meld (00:32:45) - Shifting owner priorities (00:34:13) - Willingness to switch software vendors (00:37:11) - Controversial opinions about PM (00:41:00) - How to keep churn down (00:47:10) - Taking on partners (00:49:18) - Market expansion (00:50:33) - How to relax and unplug in this industryLearn more & connect with me here:⁠Crane⁠, the private community for property management business owners.⁠My Free PM Newsletter⁠⁠RL Property Management⁠Learn more and connect with Taylor here: Colorado Realty & Property ManagementTaylor on LinkedInThe content of this podcast is for informational purposes only and does not constitute professional advice. I may have consulting agreements with, or financial interests in, companies mentioned in this podcast. Additionally, some of the links included may be affiliate links, meaning I may earn a commission if you purchase through these links. Always perform your own due diligence before making any financial or business decisions.

In this episode, I am joined by Jon Matzner. We discuss our new podcast, called Lazy Leverage!   We discuss: (00:00:00) - Intro (00:01:08) - Updates and announcements (00:03:28) - Introducing Lazy Leverage (00:06:55) - Twitter/X (00:20:31) - The Email disagreement (00:28:37) -Tool Recommendations Building your own yacht article: https://mailchi.mp/e2d02a4dcc8a/creating-your-own-yacht   ⁠Listen to the Lazy Leverage Podcast ⁠PLAUD.ai Learn more & connect with me here: ⁠Crane⁠, the private community for property management business owners. ⁠My Free PM Newsletter⁠ ⁠RL Property Management⁠ Learn more and connect with Jon here: Jon on X   The content of this podcast is for informational purposes only and does not constitute professional advice. I may have consulting agreements with, or financial interests in, companies mentioned in this podcast. Additionally, some of the links included may be affiliate links, meaning I may earn a commission if you purchase through these links. Always perform your own due diligence before making any financial or business decisions.

In this episode, I am joined by Kyle Triplett, SVP of Product at Appfolio.   We discuss: (00:00:00) - Intro (00:01:45) - Kyle’s background and career (00:07:37) - Appfolio’s approach to shipping fast and often (00:11:49) - Sponsor - Appfolio (00:13:22) - Why is the SMB space so attractive to Appfolio? (00:18:01) - What are some features or products that many folks aren’t aware of? (00:22:20) - FolioSpace (00:24:20) - Sponsor - Property Meld (00:25:39) - Where are we headed with AI? (00:35:26) - How do you know when a new product is ready for release? (00:40:16) - What caused Stack to get momentum and come to market? (00:44:18) - How do you evaluate core values?   Learn more & connect with me here: ⁠Crane⁠, the private community for property management business owners. ⁠My Free PM Newsletter⁠ ⁠RL Property Management⁠ Learn more and connect with Kyle here: Kyle on LinkedIn Appfolio The content of this podcast is for informational purposes only and does not constitute professional advice. I may have consulting agreements with, or financial interests in, companies mentioned in this podcast. Additionally, some of the links included may be affiliate links, meaning I may earn a commission if you purchase through these links. Always perform your own due diligence before making any financial or business decisions.

In this episode, I am joined by John Wilson, CEO of Wilson Plumbing & Heating   We discuss: (00:00:00) - Intro (00:03:00) - John’s career and background (00:14:33) - How have you structured your organization? (00:20:26) - Sponsor - Rentvine (00:21:52) - What’s your position on EOS? (00:24:37) - Optimizing phone strategies (00:35:00) - Developing an AI receptionist (00:41:02) - Sponsor - PlanOmatic (00:42:15) - Applying the theory of constraints as an owner (00:56:01) - Where is all of your marketing spending going?   Learn more & connect with me here: ⁠Crane⁠, the private community for property management business owners. ⁠My Free PM Newsletter⁠ ⁠RL Property Management⁠ Learn more and connect with John here: Owned & Operated The Owned and Operated Podcast John on LinkedIn The content of this podcast is for informational purposes only and does not constitute professional advice. I may have consulting agreements with, or financial interests in, companies mentioned in this podcast. Additionally, some of the links included may be affiliate links, meaning I may earn a commission if you purchase through these links. Always perform your own due diligence before making any financial or business decisions.

In this episode, I am joined by Charles Riska, Senior Vice President at Associa We discuss: (00:00:00) - Intro (00:01:45) - Charles’ career and background (00:03:38) - What makes Rhome different from other groups in the industry? (00:12:24) - Property Manager brand value (00:16:52) - Sponsor - Second Nature (00:18:29) - Keeping people incentivized (000:24:06) - What are the most important metrics to understand the success of an acquisition? (00:28:16) - Sponsor - Rentvine (00:29:42) - What are some tangible steps to maximize the value of a company if someone is looking to sell? (00:42:15) - How has M&A in property management changed over the last 6 months? (00:47:15) - What considerations should an owner have when selling their business? (00:51:20) - Scaling and growth Learn more & connect with me here: ⁠Crane⁠, the private community for property management business owners. ⁠My Free PM Newsletter⁠ ⁠RL Property Management⁠ Learn more and connect with Charles here: Associa Rhome Charles on LinkedIn The content of this podcast is for informational purposes only and does not constitute professional advice. I may have consulting agreements with, or financial interests in, companies mentioned in this podcast. Additionally, some of the links included may be affiliate links, meaning I may earn a commission if you purchase through these links. Always perform your own due diligence before making any financial or business decisions.

In this episode, I am joined by Matthew Tandy, CEO of Formatic Property Management. We discuss: (00:00:00) - Intro (00:02:04) - Matt’s career and background (00:09:12) - Where is the opportunity for PM right now? (00:12:07) - How did you grow to 3500 units? (00:20:15) - Sponsor - PlanOmatic (00:21:28) - How do you approach profitability? (00:25:18) - Training and Compliance (00:40:48) - How do you feel about software integration advancement in the industry? (00:46:13) - Sponsor - Second Nature (00:47:51) - The public perception of the PM industry Learn more & connect with me here: ⁠Crane⁠, the private community for property management business owners. ⁠My Free PM Newsletter⁠ ⁠RL Property Management⁠ Learn more and connect with Matt here: Matthew on LinkedIn Formatic Property Management The content of this podcast is for informational purposes only and does not constitute professional advice. I may have consulting agreements with, or financial interests in, companies mentioned in this podcast. Additionally, some of the links included may be affiliate links, meaning I may earn a commission if you purchase through these links. Always perform your own due diligence before making any financial or business decisions.

In this episode, I am joined by Doug Brien, President of Roofstock.   We discuss: (00:00:00) - Intro (00:01:52) - Doug’s background & career (00:07:30) -  Life after merging companies (00:19:55) - Sponsor - PlanOmatic (00:21:07) - How much extra work is there when you don’t own properties outright? (00:25:43) - The advantages of having in-house accounting software in terms of implementing AI (00:28:45) - How do you think about the importance of data? (00:33:25) - Sponsor - Buildium (00:35:05) - What’s holding the industry back from multi-million asset companies from emerging? (00:39:44) - Acquisition and growth tactics Learn more & connect with me here: ⁠Crane⁠, the private community for property management business owners. ⁠My Free PM Newsletter⁠ ⁠RL Property Management⁠ Learn more and connect with Doug here: Doug on LinkedIn Roofstock Mynd The content of this podcast is for informational purposes only and does not constitute professional advice. I may have consulting agreements with, or financial interests in, companies mentioned in this podcast. Additionally, some of the links included may be affiliate links, meaning I may earn a commission if you purchase through these links. Always perform your own due diligence before making any financial or business decisions.

In this episode, I am joined by Dana Dunford, CEO at Hemlane.   We discuss: (00:00:00) - Intro (00:01:48) - Dana’s background and career (00:07:55) - Empowering Self-managing property owners with technology (00:17:12) - Sponsor: Second Nature (0:18:12) - How do you avoid trouble with state regulatory agencies? (00:29:14) - How are you informing your product decisions? (00:42:39) - Sponsor: RentScale (00:44:26) - How Hemlane semi-disrupts Property Managers (01:00:29) - What does YoY growth look like for you? (01:03:09) - What are the average units per customer? (01:04:04) - 3rd party integrations (01:05:35) - Property accounting Learn more & connect with me here: ⁠Crane⁠, the private community for property management business owners. ⁠My Free PM Newsletter⁠ ⁠RL Property Management⁠ Learn more and connect with Dana here: Hemlane Dana on LinkedIn The content of this podcast is for informational purposes only and does not constitute professional advice. I may have consulting agreements with, or financial interests in, companies mentioned in this podcast. Additionally, some of the links included may be affiliate links, meaning I may earn a commission if you purchase through these links. Always perform your own due diligence before making any financial or business decisions.

In this episode, I am joined by Mark Brower, Owner at Mark Brower Properties.   We discuss: (00:00:00) - Intro (00:01:58) - Mark’s background and career (00:03:52) - Customer Service Philosophies (00:14:38) - Dealing with unhappy owners (00:33:00) - Sponsor - Second Nature (00:34:43) - Thoughts on customer reviews (00:44:51) - Sponsor - PlanOmatic (00:46:28) - Customer avatars & communicating with owners (01:00:55) - Unit growth plateaus (01:26:04) - The skill of saying no Learn more & connect with me here: ⁠Crane⁠, the private community for property management business owners. ⁠My Free PM Newsletter⁠ ⁠RL Property Management⁠ Learn more and connect with Mark here: Mark on X Mark Brower Properties The content of this podcast is for informational purposes only and does not constitute professional advice. I may have consulting agreements with, or financial interests in, companies mentioned in this podcast. Additionally, some of the links included may be affiliate links, meaning I may earn a commission if you purchase through these links. Always perform your own due diligence before making any financial or business decisions.

In this episode, I am joined by Adam Rich, President at Criterium-Liszkay Engineers.   We discuss: (00:00:00) - Intro (00:02:39) - Adam’s background and career (00:15:11) - SFH investing (00:24:10) - Sponsor - PlanOmatic (00:26:35) - Military influences on business (00:35:45) - What is it like running an engineering company? (00:39:50) - Property management revenues vs. engineering revenues (00:44:54) - Sponsor - PropertyMeld (00:46:25) - The value of cost savings vs. growing revenue (00:48:31) - How has your risk appetite changed? (00:51:32) - Email philosophies (00:59:19) - The value of time   Learn more & connect with me here: ⁠Crane⁠, the private community for property management business owners. ⁠My Free PM Newsletter⁠ ⁠RL Property Management⁠ Learn more and connect with Alicia here:  Adam on LinkedIn Criterium-Liszkay Engineers The content of this podcast is for informational purposes only and does not constitute professional advice. I may have consulting agreements with, or financial interests in, companies mentioned in this podcast. Additionally, some of the links included may be affiliate links, meaning I may earn a commission if you purchase through these links. Always perform your own due diligence before making any financial or business decisions.

In this episode, I am joined by Alicia McClurg, Training and Development Specialist at ProfitCoach.   We discuss: (00:00:00) - Intro (00:02:07) - Alicia’s background and career (00:03:09) - Trust Accounting vs. traditional SMB accounting (00:08:01) - Should PMs hire a full-time bookkeeper? (00:12:40) - Triple Tie-Outs (00:15:18) - What are the most common ways accounting gets out of sync? (00:22:08) - Sponsor - The Kalmar Group (00:23:49) - What are some nightmare problems you’ve uncovered? (00:31:28) - What areas are software really assisting in TA and where is it lacking? (00:42:06) - Sponsor - PMW (00:43:51) - What resources are available to learn more about Trust accounting? (00:48:33) - 1099s (00:56:05) - Accounting cadences (01:04:43) - How should we think about standardization in Trust Accounting? Learn more & connect with me here: ⁠Crane⁠, the private community for property management business owners. ⁠My Free PM Newsletter⁠ ⁠RL Property Management⁠ Learn more and connect with Alicia here: Alicia on LinkedIn Profit Power Hour Webinar Registration ProfitCoach   The content of this podcast is for informational purposes only and does not constitute professional advice. I may have consulting agreements with, or financial interests in, companies mentioned in this podcast. Additionally, some of the links included may be affiliate links, meaning I may earn a commission if you purchase through these links. Always perform your own due diligence before making any financial or business decisions.