Free landlord bookkeeping resources & templates.
Practical tools we use with our own clients. Use them however helps. No email required.
Landlord Bookkeeping Checklist
The fastest path to tax-ready books is a consistent monthly close process. This guide walks you through reconciling bank accounts, confirming rent deposits, and categorizing property repairs. Includes a year-end section to organize owner draws, loan interest, and depreciation for your CPA.
Get the checklistSTR Payout Reconciliation Guide
For STR hosts, the #1 bookkeeping failure is mis-recording payouts. You must separate gross revenue from platform fees, cleaning income, refunds, and occupancy taxes. Otherwise revenue is wrong and deductions get missed. This guide shows a clean method that works in both QuickBooks Online and Stessa.
Get the guideChart of Accounts Template
A standard rental property category set including income, repairs, supplies, and STR direct costs. Downloadable CSV gives you the exact structure for professional property-level tracking. Use this to standardize categories across your entire portfolio.
Download the CSVYear-End Close Checklist
Step-by-step closeout for landlords prepping for tax season, in three passes: December moves that only work while the year is open, the January close, and a CPA package so complete it eliminates the March back-and-forth.
Get the checklistRental Property Profitability Calculator
Plug in your numbers and see true cash-on-cash return per door, monthly cash flow, cap rate, and DSCR. Runs right on the page with vacancy, maintenance, and capital reserves built in, so the result is honest instead of optimistic.
Run your numbers1099 Vendor Tracking Template
A simple spreadsheet to track contractor payments all year. Log payments monthly and the template flags exactly which vendors need a 1099-NEC, handles the card and PayPal exception, and turns January 31 into a 15-minute task.
Get the templateCapital vs. Repair Decision Tree
A quick visual to classify any expense correctly for the IRS. Four questions, the first YES decides it: repair (deduct now) or improvement (depreciate). Includes the de minimis, small taxpayer, and routine maintenance safe harbors.
Get the decision treeLet us do it for you.
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