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Landlord Bookkeeping Cleanup

From a shoebox of receipts to tax-ready financials

Our landlord bookkeeping cleanup service will untangle the past so you can focus on the future of your portfolio.

Feeling overwhelmed by months—or even years—of untracked expenses and messy records? 

You’re not alone.  

Whether you’re facing a looming tax deadline, applying for a new loan, or simply need to understand your true profitability, we expertly sort, categorize, and reconcile your past transactions. We provide a clean slate and the financial clarity you need to move forward with confidence. 

This Service Is Perfect For You If…

  • You have months (or years) of historical bookkeeping to organize.
  • You’re facing a tax deadline and feel completely unprepared.
  • You need accurate, historical financial reports to apply for refinancing or secure a new partner.
  • You’ve been using a mix of personal and business accounts and need to separate everything properly.
  • The thought of sorting through a messy spreadsheet or a pile of receipts is completely overwhelming. 

Comprehensive Bookkeeping Restoration

Our landlord bookkeeping cleanup process is more than just data entry; it is a full restoration of your financial records. We dig deep into your historical data to ensure every transaction is accounted for.

  • Historical Data Entry: We go back as far as needed—whether it’s six months or three years—to capture every rental payment and property expense.
  • Account Reconciliation: We cross-reference your bank and credit card statements with your QuickBooks Online, Stessa, or platform of choice to find and fix any discrepancies.
  • Audit-Trail Cleanup: We ensure that your chart of accounts is optimized for real estate, moving “general expenses” into specific IRS-friendly categories like repairs, supplies, or capital improvements.
  • Balance Sheet Accuracy: We verify that your security deposits, escrow accounts, and mortgage liabilities are accurately reflected, giving you a true picture of your equity.

Stop Letting Past Bookkeeping Stress Dictate Your Future.

Frequently Asked Questions

How long does a typical bookkeeping cleanup take?

Timing depends on many factors such as the volume of transactions and the number of bank accounts involved. We provide a clear timeline during our initial consultation so you know exactly when your tax-ready reports will be ready.

Do I need to have all my receipts to get started?

While receipts are helpful, we can start by reconciling your bank and credit card statements. We will help you identify missing documentation and provide a clear list of what is needed to ensure your records are audit-proof.

Will this cleanup include my personal expenses?

A major part of our cleanup process is “deciphering” commingled funds. We identify personal expenses paid from business accounts (and vice versa) and record them properly as owner draws or contributions to ensure your business profit is calculated accurately.

What happens after the cleanup is finished?

Once your books are restored and accurate, we provide a final “Handover Session” to review your new financial reports. At this point, many landlords choose to transition into our Monthly Bookkeeping service to ensure their books stay clean and tax-ready moving forward. This prevents you from ever needing a major cleanup project again.

What if I haven’t tracked my rental income for over a year?

We can reconstruct your income history by analyzing your bank deposits and cross-referencing them with your lease agreements. This ensures that every rent payment, late fee, and pet deposit is correctly recorded for the entire period, providing you with a complete and accurate Profit & Loss statement for tax season.

What if I’ve already tried to use QuickBooks or Stessa but made a mess?

Don’t worry, we see this all the time. Many landlords start a landlord bookkeeping cleanup because their software has duplicate entries or unreconciled balances that don’t match their actual bank accounts. We specialize in “untangling” these software errors to restore your data integrity.

Will this cleanup help me if I want to sell or refinance my property?

Absolutely. Lenders and buyers require clean, professional financial statements to verify your property’s value. Our landlord bookkeeping cleanup ensures your Profit & Loss statements and Balance Sheets are accurate and ready for underwriting, helping you secure the best possible terms for your next deal.