Specialising in providing service for PropertyMe and Console clients Australia wide
Services offered
Ongoing daily trust accounting, includes daily receipting, daily bill payments, daily tenant invoicing, disbursements are carried out weekly, fortnightly or monthly (special disbursements as requested). All daily ongoing clients receive full phone and email support for the use of PropertyMe (ongoing daily trust accounting is only available at this time for PropertyMe users)
Onsite or video link training on all aspects of PropertyMe, Console Gateway or Cloud
Balancing of trust accounts that are not in true balance for PropertyMe, Console Gateway or Cloud– do you have adjustments?
Conversion data entry (where migrate is unavailable) for PropertyMe or Console Cloud.
OUr team
The Balance Rec n Roll team have over 60 years of combined experience in the Real Estate industry, including Property Management, Sales Admin and most of all software setup, training and trust accounting.
Tam Corfield - our CEO founded Balance Rec n Roll in 2017 after working within the real estate software industry since 1997 and prior to this was a Property Manager herself. Later Tam became the youngest ever licenced office Principal in QLD running a successful Property Management company offering inhouse real world training to property managers on the best practice use of software for efficiency in business. Tam is very much a hands-on CEO who works with the Balance Rec n Roll clients on a daily basis.
Chloe Briggs - our COO became a partner in Balance Rec n Roll in 2017. Chloe had worked as a Property Manager for one of the most exclusive property management offices in inner city Brisbane and has a wealth of experience and knowledge to assist in setting up your office to run efficiently and effectively. Chloe assists and transacts for all Balance Rec n Roll daily ongoing clients ensuring their trust accounts are run smoothly.
Aaron Heal - our CFO commenced as a partner in Balance Rec n Roll in December 2020. After working in Property Management, Aaron commenced with Console in 2000. Over the next 20.5 years of service as both a Senior Training Consultant and Senior Product Specialist Aaron covered all areas in relation to the use of and management of Console Software. This has included onboarding and training new clients, inhouse Console staff training, resolving complex trust balancing issues and conducting client training workshops. Aaron is now the CFO and partner in Balance Rec n Roll and is available to assist all Console clients with ongoing training, support or balancing.
Contact Tam, Chloe or Aaron to discuss what you need today.
Testimonials
AP Realty - QLD
Our Agency has used a well-known trust account administration program for the last 10 years and as you would expect we were reluctant to make a change. After biting the bullet and switching to PropertyMe we were introduced to the team at Balance Rec n Roll and what a blessing that turned out to be….this group has changed the way we operate our property management business.
Experienced in every aspect of the PropertyMe software program the Balance Rec n Roll bolt-on trust account administration service has saved us both time and money!
This team are totally professional, absolutely reliable and our only regret is that we didn’t hear about them sooner.
Chris Hayter - Principal
Black picket Fence - QLD
Black Picket Fence opened its doors on 1 July 2017 as a stand alone Property Management business and we could not have done so without the assistance of Balance Rec n Roll. We first spoke to Tam in May 2017 when we had a meeting with the intention to setup the outsourcing of our trust accounting functions. Ever since this meeting we have utilised Balance Rec n Roll for all our day to day trust accounting needs.
Outsourcing these crucial responsibilities was a huge step. However, as a start up business and managing an active rent roll which we purchased, it was almost essential. The support and reporting at trust account audit time is critical and much appreciated. The more time we can spend on growing our rent roll and spending time on our business the more value we see in Balance Rec n Roll.
Reporting, communication and feedback is excellent and we are never left wondering what is going on behind the scenes.
We urge you to talk with Tam and Chloe at Balance Rec n Roll to ensure growth in your business and increased productivity through outsourcing the trust accounting functions.
Josh George - Director
Nev Weir - Director
Kanik & Co - QLD
I've been working with the team at Balance Rec n Roll for years now, and I can honestly say, I don't know where I would be without them, it's the best thing that you will ever do. Every single day, our accounts are reconciled, mid and end of month take me no more than 5 minutes, and even my trust account auditor has commented saying that when it comes to our audits, it's one of the best kept and maintained trust accounts (he even gives me discounts as there is less work involved, offsetting Balance Rec n Roll’s fees).
Adding to that, I've even brought on new managements from existing landlords who had properties managed by other agencies. They were having to constantly chase up the other agent when there were accounting issues. I could go on, and on... It'll be the best thing you ever did engaging Balance Rec n Roll.
Michael Kanik - Director
CODE Property Group - QLD
When we transitioned to Property Me, Tam and Chloe were critical in ensuring the process was smooth and seamless. They provided superb training in the lead up, excellent support during the transition and continue to be our partner of choice for any tricky accounting procedures we need assistance with.
Tam is very responsive both via email and phone and has been simply outstanding in providing valuable and necessary assistance along the way. I cannot recommend Tam and Chloe highly enough for their support and advice.
Kathy Taylor - Operations Manager
SOUTHGATE - SA
Tam and Chloe made the transition to PropertyMe seamless. They came up with a solution to any problem I threw at them and made themselves available at any time should it be needed. It is always difficult to change from something that you know well and have used for many years, however any anxiety I felt in changing over to PropertyMe were diminished by their enthusiasm for the product and the support they offer.
As they have both worked in the Property Management Field they have a full understanding of Property Management and it’s requirements. They know what they teach, and are over any scenario, having been there themselves.
I highly recommend their services to anyone thinking of making the move.
Julie Day - Trust Account Administrator
Core advisory asset management - QLD
Our agency uses the services of Balance Rec n Roll on a day to day basis for all our trust account receipting, balancing & payments. Using their services makes running our property management department seamless!
Their professionalism and trust account knowledge cannot be beaten and we cannot recommend their services more highly.
Toni - Department Manager
Wave realty - QLD
A big thank you to Aaron and all the team at Balance Rec n Roll.
We were going through the transition from 13 years on a server based software to PropertyMe. Issues occurred in our reconciliation when without the knowledge of the new program errors were being made.
We desperately searched for a firm that could balance and reconcile our trust account, and thankfully came across Balance Rec n Roll.
We were so relieved to have our reconciliations back in balance quickly and immediately engaged Balance Rec n Roll to perform all our daily ongoing trust accounting tasks. Daily receipting, bill processing, disbursements and general assistance is all part of their service and we couldn't be happier.
Anya Coory - Director