Wexford Property Management Group
Wexford Property Management Group serves residential and commercial owners through two teams. The company earns management and lease-up fees, while property owners retain their own rents and deposits. Earlier financing, shared operating costs and three unreconciled accounts complicate the inherited file. Reconstruct the opening position and follow the quarter through both service lines.
The work you'll take on
- Use the Client Brief to establish the engagement's starting position.
- Work through the supplied records and reconcile the accounts.
- Check your completed books against the included Practice Review.
Each monthly release features a different simulated business. Check the client name and release month before purchasing.
The Materials You’ll Receive.
Every Practice Client includes these core materials. Specific contents reflect the client, industry, and practice level.
Client Brief
Business context, engagement facts, and starting information
Import-Ready Materials
Bookkeeping materials for bringing the client into QBO
Supporting Records
Bank and credit-card statements and source documents
Practice Review
A reference outcome to compare with your completed books
From Purchase to Practice.
Download your files
After purchase you receive your Practice Client files as a download. Files must be downloaded within 30 days of purchase. Keep your own copies and work them at your own pace.
Follow the package setup guidance
Open your QuickBooks practice company and follow the setup and import guidance included with your package to bring the books in and begin working.