Services
Real Estate Investor Bookkeeping
Managing multiple properties, rental income, and shifting expenses can quickly become overwhelming for real estate investors. Our Real Estate Investor Bookkeeping service brings structure, clarity, and accuracy to your financial operations—so every property, payment, and project is organized and easy to understand. With clean reports and reliable data, you gain the confidence to scale your portfolio without the stress of financial uncertainty.
We handle the details behind the scenes while you focus on acquisitions, strategy, and growth. From tracking cash flow to preparing investor-ready statements, our bookkeeping system is designed to support smarter decisions and long-term success. Whether you manage rentals, flips, or commercial properties, we ensure your numbers always work as hard as your investments do.
- Accurate tracking of property income and expenses
- Monthly financial statements for each property or portfolio
- Reconciliation of bank accounts, loans, and security deposits
- Organized records for taxes and real estate-specific deductions
- Cash flow insights to support investment and acquisition decisions
The Landlord Package
Foundational bookkeeping for long-term & small rental investors
Best For:
New landlords, buy-and-hold investors, small portfolios
- Transaction categorization
- Bank & credit card reconciliation
- Rental income tracking
- Expense tracking (repairs, utilities, HOA, taxes)
- Loan payment tracking (principal vs interest)
- Security deposit tracking
Monthly reports:
- Profit & Loss
- Balance Sheet
- Cash Flow Summary
What You Get:
- Clean books
- No guessing
- CPA-ready financials
The Host Package
Best For:
Short-term rental owners & growing rental portfolios.
Includes everything in the Landlord Package, plus:
- Monitoring upcoming & past-due bills (AP)
- Monitoring incoming payments (AR)
- Payout tracking from Airbnb/VRBO
- Income vs platform fees tracking
- Monthly cash-flow check-ins
Alerts for:
- Late payments
- Overdue Bills
- Cash flow concerns
What You Get:
- No surprises.
- You stay informed without checking QuickBooks.
The Flipper Package
Advanced bookkeeping for rehab & deal profitability
Best For:
House flippers, BRRRR investors, active rehab projects
Includes everything in the Host Package, plus:
- Budget creation & tracking per project
- Rehab escrow & draw tracking
- Construction retainage tracking
- Contractor bill entry & payments tracking
- AR/AP management (send & receive)
- Cost-to-complete monitoring
- Deal profitability reporting
Monthly reports:
- Project Budget vs Actual
- Property-level Profitability
- Balance Sheet
- P&L
- Cash Flow
What You Get:
- Full financial visibility from purchase → rehab → exit.
Add-ons
- Account Receivable: $10 per invoice (minimum charge of $100)
- Account Payable: $5 per bill (minimum charge of $100)
- Class Tracking/Projects: varies according to the complexity and scope of work
- Receipt Attachment: $5 per receipt (minimum charge of $100)
- Basic QuickBooks Online Training
Add-ons
- Account Receivable
- Account Payable
- Class Tracking
- Receipt Attachment
- Basic Quickbooks Online Training