Join the Study NARPM 2022 Financial Benchmark Study Step 1 of 6 16% HiddenContact InformationCompany Name(Required) Company Website(Required) Company Address(Required) City State Name(Required) First Last Point of contact, if selected to joinTitle(Required) Point of contact, if selected to joinEmail(Required) Point of contact, if selected to joinPhone(Required)Point of contact, if selected to join HiddenDemographic InformationHow many years has the company been operating?(Required)How many units does the company currently have under management (do not include HOA units)?(Required)Do you primarily manage single-family or multi-family units?(Required)Please Select OnePrimarily single-familyPrimarily multi-familyPrimarily small multi-family (e.g. duplex to fourplex)A good mix of typesHiddenUntitled HiddenNARPM Conversion/ComplianceHave you converted to the NARPM Accounting Standards (NAS) Chart of Accounts?(Required) Yes No Would you be interested in converting to the NARPM Accounting Standards (NAS)?(Required) Yes No When did the conversion take place?(Required) MM slash DD slash YYYY Who performed the conversion to the NARPM Accounting Standards (NAS) Chart of Accounts?(Required)Please Select OneWe did it in-houseProfitCoachCPA or other third-party accounting service (not ProfitCoach)OtherWhen you converted to the NARPM Accounting Standards (NAS) Chart of Accounts, did you reclassify your existing historical data to align with the new Chart of Accounts? (e.g. did you reclassify software subscriptions from your old 'Dues & Subscriptions' account to the new NARPM Accounting Standards (NAS) 'Software' account)(Required) Yes No How far back did you reclassify your historical data?(Required) MM slash DD slash YYYY HiddenSoftware SurveyWhat software do you use for your corporate accounting?(Required)Please Select OneQuickBooks OnlineQuickBooks DesktopXeroAppFolioPropertyWareBuildiumRentManagerRentVineYardiOtherHow long have you used your corporate software?(Required)Please Select OneFrom the beginning of the businessLess than 1 year1-2 years3-4 yearsMore than 5 yearsWhat software do you use for your corporate accounting? (Other)(Required) What property management software do you use?(Required)Please Select OneAppFolioPropertyWareBuildiumRentManagerRentVineYardiOtherHow long have you used your PM software?(Required)Please Select OneFrom the beginning of the businessLess than 1 year1-2 years3-4 yearsMore than 5 yearsWhat property management software do you use? (Other)(Required) What payroll software do you use?Please Select OneQBO / IntuitGustoPaychexOtherHow long have you used your payroll software?Please Select OneFrom the beginning of the businessLess than 1 year1-2 years3-4 yearsMore than 5 yearsWhat payroll software do you use? (Other)(Required) HiddenAdditional QuestionsHiddenWould you be interested in contributing to ongoing benchmarking beyond the current one-time study?(Required) Yes No Can we promote your company as a study contributor by placing your logo on the landing page for the 2022 NARPM Benchmark Study?(Required) Yes No Are there any particular metrics, benchmarks, or insights that you would like to see from the upcoming financial benchmarking study?Are there any other questions that you would like to see answered by the upcoming financial benchmarking study?HiddenFine PrintConsent(Required) I agreeBy completing this questionnaire, you are indicating your willingness and intent to join the NARPM 2022 Financial Benchmark Study and, if selected to join, agree in advance to all conditions stated here. Access: You agree to give ProfitCoach short-term access to pull the necessary reports (view-only access is sufficient) out of your corporate financial software and PM software, for the express purpose of collecting up to three years of data to be aggregated in the benchmarking study. Follow-up Survey: If selected to join, you agree to complete a follow-up survey asking for further details on your PM business model and structure. Response Times: If selected to join, you commit to a 2-day turnaround response time to any questions or requests ProfitCoach may send during the course of the benchmarking study.Privacy(Required) I agreeAll information and data collected, whether by software reports or survey answers, will be kept strictly confidential and will not be shared with any 3rd parties. All results will be published in aggregate form only and will never be published in such a way that allows any individual or business to be singled out and identified.HiddenAgreement to Join the Study(Required) I agreeI'm in! I accept the conditions and am ready to provide access to my last three years of corporate financial data and unit data. Almost Done!There's one last thing you need to do to finalize your application. Pop over to your accounting software and provide us with reporting access so that we can make sure your financials are up to snuff (instructions are provided below).HiddenCorporate SoftwareRent ManagerPlease upload a "Profit & Loss 12 Month Recap" report in Excel format for the date range of 1/1/2021 - 12/31/2021(Required)Max. file size: 250 MB.Quickbooks OnlinePlease invite info@pmprofitcoach.com with at least "Standard" user-level reporting access in QBO(Required) This is done This is NOT done XeroPlease invite info@pmprofitcoach.com with at least "Read only" user access in Xero(Required) This is done This is NOT done Quickbooks DesktopPlease upload your QuickBooks Desktop backup file here (NOTE: the file extension must be qbb. Also, your company name should be clearly stated in the file name.)Please upload your QBD file(Required) This is done This is NOT done What version of QuickBooks Desktop do you use (e.g. QBD 2021)?(Required) Please enter your QBD backup file username:(Required) Please enter your QBD backup file password:(Required) HiddenPM SoftwareHiddenAppfolioPlease invite info@pmprofitcoach.com with the Accountant user role in Appfolio(Required) This is done This is not done HiddenBuildiumPlease invite info@pmprofitcoach.com with reporting-level access(Required) This is done This is not done HiddenPropertyWarePlease send the PropertyWare invitation based on the instructions provided(Required) This is done This is not done To give us access to PropertyWare: 1. Use the Accountant user profile. 2. Make sure the Properties and Leases modules are turned on (required for us to get the reports we need). And please only give us read-only access to PropertyWare. 3. Here is a screenshot of the exact settings to use: 4. Send the invitation to info+"YOURCOMPANYNAME"@pmprofitcoach.com (for example, info+rockstarmanagement@pmprofitcoach.com).Unit DataIf you are selected to join the study, would you be able to provide your unit information on a monthly basis for the 2021 calendar year?(Required) Yes Maybe No In addition to your company financials, you will be required to provide the following unit data on a monthly basis: beginning units, new units, lost units, and occupied units. We will also need average rent for 2021. HiddenPayroll SoftwareIf you are selected to join the NARPM 2022 Financial Benchmark Study, you will be asked to provide reporting access to your payroll software. This is optional for today, but if you'd like to save yourself some extra time and followup down the road, you may choose to provide this access now. It's up to you!HiddenPlease provide payroll software reporting access (to your current platform) by one of the following methods: I use QB Online payroll and provided access with the previously emailed QBO invite. I have sent an email invite to info@pmprofitcoach.com that provides payroll reporting access. I will submit user credentials with this form. My CPA runs my payroll HiddenUsername (payroll reporting access): HiddenPassword (payroll reporting access): CAPTCHA Do you have a question about the NARPM 2022 Financial Benchmark Study? Contact Us