Step into 2026 with the right people in the right roles. Review responsibilities, balance workloads, and align team goals to start the new year focused and ready to grow.
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Before the new year begins, take time to refine your onboarding and offboarding systems. Updated workflows make transitions smoother for both owners and team members, helping your business run more efficiently in 2026.
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As the year comes to a close, it’s the perfect time to evaluate not just your numbers, but your relationships. The Owner Retention Scorecard helps you identify which owners contribute most to your growth and which ones may need extra attention. Strengthen your best partnerships now to start 2026 with clarity, balance, and confidence.
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Unpaid invoices and duplicate payments can derail your year-end reporting. Review and clean up vendor activity now to ensure 1099 accuracy, aligned trust balances, and a smooth close on December 31st. Start 2026 with clear, accurate books.
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Your Balance Sheet is a business health report. Verify loans, deposits, prepaid expenses, and accounts receivable to spot risks and secure a strong foundation before year-end.
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Ensure your owner contracts reflect your current costs and services. Review commission structures, fees, and terms now to prevent surprises, improve compliance, and keep your owner relationships strong.
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Simplify your Chart of Accounts to reveal true profitability, make smarter property decisions, and streamline reporting before year-end. Avoid duplicates and vague categories to see exactly where your money is going.
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Learn how property managers can successfully implement new software without disrupting operations and ensure ROI.
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Every tool in your tech stack should earn its keep. Learn how to evaluate property management software ROI, eliminate costly overlap, and invest in tools that truly move the needle for your business.
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Discover how to create a tech & process inventory that helps property managers cut waste, identify gaps, and make smarter software decisions.
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