The Jacobs Group works exclusively with the Yardi Software

Jacobs Group

Welcome To Our Site

Welcome

We are the Jacobs Group. Founded over 15 years ago to provide experienced, knowledgeable service to the Yardi client community. We have a very broad range of experience – Multifamily, Affordable, Commercial, Asset/Investment Management, Condo, Single Family Homes, Construction & Development, Facilities Management and more. We are industry leaders to get you up and running on Yardi quickly, correctly and cost effectively.
We go out-of-our-way to ensure client satisfaction. We guarantee your Yardi success! Just ask any of our clients…

Our Team

Our team of Yardi consulting professionals have decades of experience with strong backgrounds in accounting, property management, custom programming, IT and the Yardi program itself. We are knowledgeable in all aspects of Yardi, including most add-on modules.

Our Services

We are a full-service firm providing software selection, project management, implementation, training, data conversion, documentation, custom reporting, Yardi database reviews, business process reviews and help desk support.

about us

Our Mission, Values and Motto

Our values of honesty, integrity, commitment and delivery are important to us. We are honest and straightforward in all of our dealings with clients, 3rd parties, Yardi and our employees.

We are committed to growing our business through embracing technology, developing strong partnerships and by placing the emphasis on providing high levels of customer satisfaction.

Our mission statement is to ensure that we provide the right resources at the right time to maximise our clients’ business potential. We don’t want to be the biggest but we do want to be the best.

As our business continues to grow we work hard to keep these values at the core of our operation. We are a company that values individual excellence and strong teamwork, where people care about each other and share their knowledge.

We strive for excellence and aim to exceed expectations. We work hard to achieve our goals and we encourage our staff to be ambitious. Retaining our competitive edge through constant learning is central to the way we operate and we are always looking to improve our business processes and services.

Our Motto is : Client Focused. Results Driven.

our services

What we bring to you

Project Management / Implementation

Project Management:

A successful Yardi project requires proper planning and on-going project management. We utilize an on-line project management system called Autotask which clients have access to. At any time, Yardi clients can logon and enter support tickets, check the project plan, and run a variety of reports. We begin a new Yardi project by having an on-site or remote kick off meeting. This allows us to better understand the company, its property portfolio, expectations and timeline. From this meeting, we prepare the project plan and upload it into our Autotask system.

We also believe in weekly Yardi status meetings, along with the Yardi account manager, to ensure we are on track and on budget at all times. We prepare an agenda sent prior to the meeting and after these meetings, we create both a weekly project status report and a weekly to-do list so the client, The Jacobs Group and Yardi knows what is expected to be completed the following week. These weekly project status reports are ideal to forward to upper management or the Board of Directors to confirm that their approved budget is on track and everyone is working hard to move the project forward. We also work with clients to draft the conversion/implementation/go-live timeline and coordinate any data conversion which may be required.

Implementation:

After an initial kick-off meeting to understand the client’s needs, we move into the implementation phase. We review all aspects of the Yardi system in detail with the client’s Yardi implementation team. Yardi is a complex software and this phase allows the project team to decide how much of the Yardi program to implement in Phase I and what to rollout down the road. Furthermore, we work with clients to provide best practices on policies and procedures using the new Yardi program or version upgrade

Yardi Efficiency & Business Process Reviews

Yardi Efficiency Review:

A service The Jacobs Group has provided over the last few years is a full Yardi database review. We look at all aspects of Yardi setup including most areas of the system admin menu, the Chart of Accounts, security, charge codes and a detailed review of a of couple properties. This extensive Yardi review results in a detailed report (approximately 5 pages long) with recommended changes to the setup. It also identifies areas of the Yardi program clients are not utilizing (and may not be aware of) to make their business more efficient. Our database reviews have been very well received by Yardi clients. Once the report is sent to the client, we schedule a call to review the report in detail, answer any questions and help establish a plan to prioritize the changes needed.

Business Process Review:

The Jacobs Group provides full property management business process reviews. These reviews are provided by the Principal, Chris Jacobs, as he has over 30 years of experience working in the property management business (8 years), working directly for Yardi Systems (7 years), and providing Yardi consulting services (15 years). He interviews employees at each level of the client’s company structure, gets honest feedback of time consuming and poor business processes, then provides industry and Yardi best practices/recommendations. Chris has worked with hundreds of property management companies and has learned what works and what doesn’t.

testimonial & partners

What our clients say?

Yvonne Klasik Prairie Management & Development, Inc. Chicago, IL

We’ve engaged The Jacobs Group in 2011 when converting from another accounting system to Yardi Voyager. Chris had an in depth understanding of the software and guided us every step of the way from the basics to the intricacies and dependencies. His team was very knowledgeable and helped with both market and affordable property conversions. The setup and property roll-out was fast and reliable. We’ll be happy to work with The Jacobs Group again if the need ever arises.

Andrew FentonVP Operations Wynford Vancouver, BC Canada

“Chris Jacobs has been an invaluable resource for us at The Wynford Group. His past experience as a property manager and relevant field knowledge paired with his understanding of the Yardi system provide clients like us with a unique opportunity to truly partner with someone who understand what we need and knows how to achieve results. In technology you are often faced with the challenge of communicating a business process need that a developer does not understand… with Chris and The Jacobs Group they are masters at translating the business need into the technology development required. Through working with Chris and The Jacobs Group our Yardi processes have become more efficient and the development is done much quicker than dealing directly with Yardi.”

Daisy NguyenDomininum Management (Client)

Top qualities: Great Results, Personable, Expert “Working with The Jacobs Group has been a pleasure. Chris and his team have diligently provided me with a high level of support on numerous projects. He has always delivered results, on time, as promised, while listening and adapting to my changing needs.”

Liz SnyderController, Atlantic Housing Foundation (Client)

“We found The Jacobs Group very responsive and helpful in planning the implementation and subsequently being available for troubleshooting issues that arose. TJG has been very responsive to our needs as projects and issues arise and their knowledge and expertise is a valuable resource for us and we continue to utilize their expertise on Yardi for both residential and affordable issues.”

Deedra BurroughsCFO, American Apartment Management (AAMCI) (Client)

“The Jacobs Group was very professional and assisted us with our project in an efficient and organized manner. The Jacobs Group has knowledge of the details within Yardi Voyager that have been very valuable to our team, both in implementation and in our current custom reporting needs.”

Brenda BartonVP Accounting, Manco Abbott, Inc. (Client)

Top Qualities: Great Results, Expert, High Integrity “Our relationship relates to our company as 3rd party fee managers & running Yardi Voyager as our specific primary industry sortware. The Jacobs Group has responded to any request we made or needed in a timely manner & they have a complete understanding of our corporate needs. I highly recommend them (and have done so) as a consultant firm that can get the job done.”

Diana MillaBuckingham Property Management (Client)

“Chris Jacobs and his employees have been a professional key resource to us and we intend to continue our business relationship for our support needs and value their ability to work as a liaison and trainer between our personnel and Yardi.”

Ryan AhlfMBA, Pacific Medical Buildings, Inc.(Client)

Top qualities: Great Results, Personable, On Time “Chris and The Jacobs Group were a fantastic find for us while doing a conversion from MAS 90 to Yardi. They worked very diligently to get our system up and running by our required deadline. They also were there to give us as much support as required once we were up and running. I would pick The Jacobs Group again if I were to go through another conversion. I will also continue to draw on their expertise as the occasion arises.”

Robert ConnellController, Community Corp. of Santa Monica (Client)

“The Jacobs Group have always handled our Yardi issues professionally and responded quickly to our questions and inquiries.”

Terry M. SeatonCOS, TRACS Data Analyst, Minnesota Housing

"I am glad to give a reference for the Jacobs Group. JG worked with us on a number of situations involving many properties. JG assisted the owner/agent with changing their software from Real Page to Yardi. The owner agent’s site employees struggled at first to use the Yardi software to produce TRACS files and their associated certifications, move ins, move outs, annual and interim recertifications, etc., and JG helped train them to do their work correctly as well as fixing problems they had in producing their monthly vouchers and transmitting the files through iMAX for our Agency and ultimately for HUD. The client is doing well now and I believe that JG was very helpful to them in that regard. I always found JG to be very professional, friendly, knowledgeable and ready to help and it has been a pleasure to work with them! Additionally, I heard positive references for JG from my co-worker, who works with owner/agents for another company in Rochester, MN and various other locations throughout our state."

Brian HaackContoller, Titan Ventures Inc. (Client)

The Jacobs Group helped us convert our Section 8 properties to Yardi Voyager. "We hired The Jacobs group because of the complexity of migrating from HUD Manager on the compliance side and Yardi Professional on the accounting side to one system. The Jacobs Group took the time to understand our current operating procedures. Through the use of this knowledge, they helped us enhance our internal control processes, leveraging the features of Yardi Voyager. We completed our conversion project on schedule and are very pleased with the results."

Meaghan WilliamsCornerstone Group (Client)

Top qualities: Personable, Expert, High Integrity “Working with Chris is always a pleasure. On several occasions, Chris has been able to deliver high-quality projects quickly. He's a wonderful trainer and an asset to any team.” “I've worked personally with Chris on many different levels while using Yardi Systems and his work is unparalleled. He is extremely knowledgeable and I look forward to working with him on future projects.”

Julie Oswald (Client)

Top qualities: Great Results, Expert, On Time “My experience draws from the client perspective. Our conversion was 120 properties and implemented faster than any other of its size. I am very grateful for Chris and the Jacobs Group team expertise. They provided solutions to the questions and issues that arose during our converison. The team assigned to the conversion was professional, innovative, prompt and fun to work with. The Jacobs Group organization and team work helped me to be successful in management of overall project conversion, providing a win-win for all involved in the project. Thank you, Chris and Team!”

Jeffrey Callan

Project Manager, Deloitte Consulting “I worked with Chris during his time as an implementer for Yardi Systems. Chris's excellent product knowledge was instrumental in the successful implementation of Yardi's product at a mutual client of ours. I highly recommend Chris's services as a real estate techonology consultant.”

Paige Kaye

Director of Development, KPR advisors “Chris is one of the best! He knows his stuff, is personable and fun to work with and communicates project deliverables with the kind of honestly and specificity that means you always know where you stand. I highly recommend Chris as a skilled consultant and can guarantee you that you will be happy with any results you ask him and his team to produce.”

John DesautelsPresident, Smart Business Solutions

"Chris is a well known and highly regarded Yardi consultant. He pays attention to the details in his work and client relationships. Chris strives for excellence. “Good enough” is not good enough for Chris!"

Debra HerreraTech Support, Datawatch

Tech Support, Datawatch “Mr. Jacobs’ 20 years of experience in property management, software accounting implementations and as a business entrepreneur places him in the unique position to provide property management executives who have selected the Yardi property management program for their accounting solution, the ability to use Yardi to the highest level in effectiveness and efficiency. Mr. Jacobs’ extensive knowledge of Property Management Accounting specifically addresses accounting best practices and rules and regulations critical to the successful management of conventional / market properties, construction/development projects, condo associations, affordable housing, and commercial holdings. Mr. Jacobs can provide a action plan to those executives newly transitioning to Yardi as well as those property management companies who continue to grow their holdings and require the tools to address the details of incorporating those properties into Yardi efficiently and effectively. These integrated strategies of processes, procedures and tools enhance individual employee performance allowing companies to further develop their profit productivity and performance level. Mr. Jacobs has successfully bridged the art and science of people, profits, and software in the property management industry.”

Don SeymourImplementation Specialist

“Chris Jacobs is a Professional with extensive knowledge and vast experience, especially with Real Estate Property Management and the Affordable Housing market. Chris has proven again and again to be a great Project Manager, and putting together his own Consulting Firm speaks for itself. I highly recommend Chris, and I will always enjoy working with him and his wonderful and positive personality.”

Julie Lindman KoonceYardi Client

“Chris has always provided my clients with outstanding consulting services and goes above and beyond the call of duty - always!”

Joel BishopProgramming Manager The Jacobs Group (Prior JG Employee)

"At The Jacobs Group, I worked closely with Chris Jacobs while managing the development team there. Although Chris resided in California and I in Massachusetts, I found Chris to be easy to work and communicate with both over the phone and via email. Chris always made himself available to me when I needed him and he was always happy to help. Yet, what is most memorable about Chris is his dedication to his customers. As he did with me, Chris would always take time to talk to and help customers no matter how busy he was. Working with Chris Jacobs for nearly a year, I could tell that Chris enjoyed working with his employees in the relaxed atmosphere he created. Chris is not the kind of CEO that expects his employees to live at work. Chris values hard work, but respects that work is only part of a person's life. Had Chris Jacobs not made the decision to relocate The Jacobs Group to California, I would certainly still be working with him.

Elaine WallaceSystems / Senior Manager, The Wynford Group (Client)

“During our conversion, The Jacobs Group was invaluable and we recognized the benefits they could bring to our group... benefits from their clear understanding of property management in Canada and their extensive knowledge of Yardi. The Jacobs Group also helped us ensure we were taking advantage of all the various features within Yardi which helped streamline our own systems. All our employees benefited from their training and we have continued to implement their recommendations”

Alan Tzvika NisselPrincipal, Wilshire Skyline

The Jacobs Group has been there with us from the beginning of our transition from QuickBooks to Yardi and ever since then every step of the way. Given its sheer power and complexity, managing the Yardi property management system can be challenging and even frustrating at times. Having the Jacobs Group at our side has been critical to our successful incorporation of Yardi as our property management system of choice.

News

12/04/15 – The Jacobs Group completes custom report writing project for Cardinal Group (Denver, CO.)
(www.cardinalgroup.com)

12/02/15 – Vesta Corp. (Weatogue, CT) contracts for affordable housing end-user training in McAllen, TX.
(www.vestacorp.com)

12/02/15 – LBPM (Sherman Oaks, CA) contracts JG for a 3rd major data conversion project from a 3rd party management company and software (AppFolio) for 37 properties.
(www.lpbm.com)

11/30/15 – The Jacobs Group completes their 1st company corporate retreat over the Thanksgiving long weekend. The JG staff bonded and shared ideas / recommendations to make our team even better for our clients going forward.

11/17/15 – Sperry Van Ness (Cincinnati, OH) selects the The Jacobs Group for Yardi commercial training and advanced Q&A.
(www.svn.com)

11/5/15 – Alaska Permanent Fund (Juneau, AK) contracts with The Jacobs Group for their Yardi transition from Enterprise version to Voyager as well as assistance with their Investment Management implementation.
(www.apfc.org)

10/22/15 – Majestic Asset Management (Van Nuys, CA) contracts with The Jacobs Group for a 35 property conversion / import, their Yardi 7s upgrade, custom reports and PayScan implementation.
(www.majesticllc.com)

10/21/15 – Eden Housing (Hayward, CA)continues to work with The Jacobs Group on custom reports, their Yardi 7s upgrade project and a Ceridian payroll interface.
(www.edenhousing.org)

10/20/15 – Chestnut Hill Realty (Chestnut Hill, MA) hires The Jacobs Group for their self-hosted to Yardi cloud hosted transition and upgrade to version 7s.
(www.chestnuthillrealty.com)

10/16/15 – The Jacobs Group completes custom reporting project for The Dominion Group (Baltimore, MD.)
(www.thedominiongroup.com)

10/15/15 – The Jacobs Group completes a successful Yardi Investment Management Implementation Project for Cardinal Group Investments (Denver, CO)
(www.cardinalgroup.com).

10/8/15 – Union Bank (Los Angeles, CA) enters into an agreement with JG to provide a Yardi interface tool for wire transfers, ACH / intercompany transfers, and automatic bank rec import.

10/7/15 – Moody Rambin (Houston, TX) hires The Jacobs Group for Yardi commercial training.
(www.moodyrambinint.com)

10/6/15 – Buckingham Property Management (Fresno, CA) hires The Jacobs Group for Yardi training.
(www.buckinghampm.com)

10/3/15 – Vectra Management (Salt Lake City, UT) selects The Jacobs Group for new commercial property setup and Yardi training (to utilize Yardi to its full potential).
(www.vectra.com)

10/1/15 – Sarofim Realty Advisors (Dallas, TX) continues to work with The Jacobs Group for Yardi support and a new implementation of Yardi's PayScan module for their corporate office and 3rd party management companies.
(www.sraco.com)

9/30/15 – Michelson Organization(St. Louis, MO) contracts with The Jacobs Group again for a 2nd data conversion project. JG developed a new tool which will make future conversions faster and more cost effective.
(www.michaelsonrealty.com)

9/25/15 – Vesta Corp (Weatogue, CT) hires The Jacobs group to complete 10 days of on-site affordable housing training in McAllen, TX for their end-users.
(www.vestacorp.com)

9/25/15 – The Jacobs Group completes a 2nd major data conversion / import project for LBPM (Sherman Oaks, CA) for 40 properties. A 3rd project will begin shortly for another 30 properties for a 1/1/16 go-live date.
(www.lbpm.com)

9/20/15 – Independent Living (Seattle, WA)continues to work with The Jacobs Group for Yardi affordable housing support and new property setup / implementation.
(www.housing4seniors.com)

9/10/15 – Community Corp. of Santa Monica (CCSM) (Santa Monica, CA) hires The Jacobs Group to convert Yardi crystal reports to 7s SSRS reports.
(www.communitycorp.org)

9/05/15 – Thomas Safran & Associates (Los Angeles, CA) continues to work with The Jacobs Group for Yardi support plus many custom reports.
(www.tsahousing.com)

8/31/15 – Lyon Management (Los Angeles, CA) is pleased with the custom report project completed by The Jacobs Group.
(www.lyoncommunities.com)

8/12/15 – WCRE (Austin, TX)(www.wcregroup.com) contracts with The Jacobs Group to setup their commercial CAM recs and reconcile to their 2014 excel CAM spreadsheets.

8/10/15 – Martino Group (Denton, TX)(www.themartinogroup.com) continues to work with The Jacobs Group for Yardi support implementation of the GL allocation functionality for ownership rollup reporting.

7/27/15 – Housing Partnership, a national affordable housing association contracts with The Jacobs Group to provide a Yardi database export tool to send data to a central data warehouse for their clients to compare statistical data.

7/20/15 – Power Properties (Dallas, TX) (www.powerproperties.com) hires The Jacobs Group on a long-term contract to implement Yardi and provide guidance on business process improvements.

6/25/15 – Monogram Residential (Dallas, TX) (www.monogramres.com) hires The Jacobs Group to complete custom report project.

6/10/15 – LBPM (www.lpbm.com), selects The Jacobs Group for a data conversion project - 37 Home Owner Associations from QuickBooks and another database to Yardi.

6/9/15 – AmCap Inc. (Stamford, CT.) (www.amcap.com) hires The Jacobs Group to complete a Yardi database efficiency review / report / recommendations.

5/20/15 – Majestic Asset Mgmt. (www.majesticllc.com), selects The Jacobs Group for a data conversion project - 40 residential and commercial properties from a 5.0 Yardi database to their 6.0 DB.

4/15/15 – AAMCI (www.aamci.com),a long term JG client, selects The Jacobs Group for 4 custom report projects.

4/07/15 – Fenix Development (Los Angeles, CA) contracts with The Jacobs Group for Yardi support.

3/15/15 – Conquest Student Housing (Los Angeles, CA) hires The Jacobs Group to implement their rapidly growing affordable housing portfolio.

03/01/15 – CDC Management Corp.(www.cdcmgmt.com.) selects The Jacobs Group for an affordable housing 6.0 to 7.0 upgrade project including lots of required repayment agreements.

2/15/15 - Holthouse Carlin & Van Trigt LLP (HCVT) (Los Angeles, CA) (www.hcvt.com) hires The Jacobs Group to implement their commercial portfolio and provide ongoing support.

2/01/15 – BNB Management / Wilshire-Skyline (Beverly Hills, CA) (www.bnbassetmgmt.com) contracts with The Jacobs Group for Yardi support and business process improvements.

1/12/15 – Visionary Property Management (Fresno, CA)(www.visionaryhomebuilders.org) hires The Jacobs Group for the implementation of their new affordable housing property management portfolio.

1/05/15 – Provident Realty Advisors (Dallas, TX) (www.providentrealty.net)chooses The Jacobs Group to assist with their Yardi construction module and PayScan implementation project.