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Free Checklist (PDF)
Free Checklist (PDF)
The Landlord Bookkeeping Checklist
The fastest path to tax-ready books is a consistent monthly close. This two-page checklist walks you through it, then adds a year-end section that hands your CPA a complete package.
Download the Checklist (PDF)
No email required. Free from Real Cents Organized.
⬇ Download the Checklist (PDF)What’s inside
- A 9-step monthly close you can finish in about an hour
- Bank and credit card reconciliation, rent deposit confirmation, and property-level categorization
- How to handle repairs vs. capital improvements when they hit your books
- Security deposit and STR payout handling built into the routine
- A year-end section covering owner draws, loan interest, capital improvements, 1099 vendors, and depreciation prep
Print it, pin it next to your desk, and run it on the same day every month. If the close routinely takes more than two hours, something upstream is broken, and that is usually commingled accounts or unassigned transactions. Our article on the 7 bookkeeping mistakes that cost landlords thousands covers the usual suspects.
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