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Can I Schedule Consultations or Meetings to Discuss My Statement and Finances?

While many questions can be answered quickly by email or portal messaging, some situations benefit from a scheduled consultation.

Audience: rental property owners who want to know whether they can request one-on-one help understanding their statements, financial activity, charges, repairs, and overall property performance.

Yes, MoveZen is happy to help property owners better understand their financial statements, trust accounting details, charges, disbursements, and anything related to the financial side of their rental property.

Here's what property owners should know about how financial consultations work.

Frequently Asked Questions

Can I schedule a meeting to go over my monthly statement? Yes, you can request a meeting if you need deeper clarification.

Do meetings cost anything? No. There is no fee for standard owner support calls or reviews.

Who will I meet with? Typically someone from MoveZen's accounting team or your assigned property manager, depending on the question.

Can consultations be done by phone or video call? Yes, most are by phone, but video is available when useful.

How do I request a meeting? Submit a request through your Owner Portal or email support and MoveZen will coordinate.

When You Should Request a Consultation

Some financial situations benefit from a scheduled review instead of quick back-and-forth messaging.

Understanding charges on your Owner Statement

Especially if:

  • Multiple repairs occurred
  • There are prorated charges
  • A complex move-in or move-out occurred

Reviewing long-term financial performance

For example:

  • Cash flow trends
  • Expense ratios
  • Vacancy history
  • Return-on-investment questions

Clarifying trust accounting rules

NC trust laws can be highly technical. MoveZen is here to help explain.

Preparing for tax season

MoveZen can help you locate and interpret:

  • Year-end totals
  • 1099-MISC income
  • Deduction categories

Planning major repairs or improvements

To discuss how expenses will affect:

  • Ledger balances
  • Disbursements
  • Cash flow

Reviewing tenant balances or payment history

Understanding unusual or unexpected activity

If a statement or charge doesn't feel intuitive, it's always okay to ask for a review.

When You May Not Need a Meeting

Many questions can be answered quickly through:

  • Email
  • Portal messaging
  • Quick phone clarification
  • Reviewing attached invoices

Examples include:

  • "Did my tenant pay rent yet?"
  • "Has the repair invoice been posted?"
  • "When is my disbursement going out?"
  • "Can I get a copy of my lease?"

For these, a full meeting often isn't necessary.

Who You Will Speak With

Depending on your question, MoveZen may connect you with:

The Accounting Team

For questions about:

  • Statement accuracy
  • Owner contributions
  • Disbursements
  • Trust account balances
  • Vendor invoices

Your Property Manager

For questions about:

  • Lease-related charges
  • Tenant payment issues
  • Repair approvals
  • Renewal pricing
  • Property conditions

MoveZen Leadership (when appropriate)

For complex or unusual matters.

MoveZen ensures you speak with the right person for your specific situation.

What to Expect in a Financial Consultation

During your meeting, you can expect:

  • A walkthrough of your Owner Statement
  • Explanation of each charge or income item
  • Review of trust ledger balances
  • Month-by-month activity clarification
  • Discussion of tenant payment trends
  • Guidance on interpreting reports
  • Notes you can keep for future reference

The goal is always to increase clarity and confidence.

How to Request a Meeting

You can request a meeting:

  • Through the Owner Portal (Support/Message section)
  • By replying to your monthly statement email
  • By contacting the accounting team directly
  • By asking your property manager

Please include:

  • Property address
  • Topic of concern
  • Whether you prefer phone or video
  • Your availability

This helps MoveZen schedule quickly.

 

When Meetings Are Especially Helpful

After move-in or move-out

Because statements may include:

  • Prorated rent
  • Deposit transfers
  • Multiple repair invoices
When preparing for taxes

Property owners often want a breakdown of:

  • Deductible repairs
  • Capital improvements
  • Management fees

When reviewing past-year performance

To help with:

  • Rent strategy
  • Upgrade planning
  • Forecasting future expenses
  • Understanding vacancy trends

When something seems unclear

It's always better to ask early than worry later.

Tips to Make the Most of Your Consultation

  • Have your most recent statement open
  • Write down your questions in advance
  • Know which property or tenant the question refers to
  • Be ready to discuss specific line items
  • If possible, review past statements for comparison

This helps MoveZen use your meeting time efficiently.