Monthly Bookkeeping for rental property owners.
Categorization, reconciliation, and property-level reporting done for you every month. Your books stay tax-ready so you can focus on the next deal.
You’re tired of carrying the books on your back.
- You’re tired of spending weekends on data entry instead of finding your next deal.
- You want to make informed decisions based on real-time data, not guesswork.
- You need professional, tax-ready financials to provide to your CPA.
- You manage multiple properties and need clear, separated reporting for each.
Everything your books need. Every month.
A complete service that keeps your portfolio financials accurate, organized, and ready for tax time.
Income & Expense Categorization
Every transaction categorized accurately to your chart of accounts, following real estate best practices.
Bank & Credit Card Reconciliation
All accounts reconciled monthly so your books match your bank statements to the penny.
Property-Level Tracking
Revenue and expenses tracked per property so you know which doors are actually making money.
Monthly P&L and Balance Sheet
Clean, formatted financial reports delivered every month so you always know where you stand.
1099 Vendor Tracking
Contractor payments tracked all year so January 1099 filing is stress-free, not a scramble.
Dedicated Point of Contact
One person who knows your portfolio and answers your questions. No ticket queues or call centers.
Your software. Your data. Our expertise.
We specialize in standardizing your rental property financials using the industry-leading platforms that real estate investors trust. Whether you prefer robust accounting controls or specialized real estate tools, we meet you where you are.
You maintain ownership of your data and your software subscription. We collaborate in real time.
QuickBooks Online
Robust accounting controls for investors who need full-featured bookkeeping.
Stessa
Purpose-built for real estate investors with property-level dashboards.
And more
Ask about REI Hub, Baselane, and other real estate investor platforms.
The real value isn’t the bookkeeping. It’s what you get back.
Hours Reclaimed
Most landlords spend 4-6 hours a month on their books. Get that time back to find your next deal or spend with your family.
Deductions Maximized
We ensure no expense is missed or miscategorized, potentially saving you thousands at tax time.
Tax-Season Scrambles
Sleep well knowing your books are accurate, compliant, and always up-to-date. Your CPA will thank you.
Questions about monthly bookkeeping
Standardizing your rental property financials every month ensures you have a clear, real-time picture of your cash flow and property performance. It prevents the stressful tax season scramble and ensures you never miss a deductible expense.
We review your property manager statements and reconcile them against your bank deposits. We ensure management fees, repairs, and owner draws are categorized correctly so your books match your actual bank activity.
Yes, we are experts in both platforms, and many more. We can help you maintain robust accounting controls in QuickBooks Online or leverage the real estate-specific tracking features within Stessa.
While we are not CPAs, our job is to make your CPA’s life easy. We provide a year-end “Clean Books” package that includes your reconciled P&L and Balance Sheet. This often results in lower tax preparation fees because your accountant doesn’t have to fix mistakes or guess at categories.
You aren’t alone. Many landlords come to us with several months or even years of backlog. We recommend starting with our Catch-Up & Cleanup service. Once we get your historical data standardized and accurate, we transition you into our monthly maintenance plan.
Yes, we strongly recommend it. Having a dedicated account prevents the commingling of personal and business funds, which is a major red flag for the IRS. It also makes the bookkeeping process much more efficient, as every transaction in that account is a clear business income or expense.
Security deposits are not income. They are liabilities. We track these on your Balance Sheet to ensure they aren’t accidentally spent or categorized as revenue. This keeps you compliant with local laws and ensures the funds are ready to be returned or applied to damages when a tenant moves out.
Schedule a free consultation call so we can discuss your specific portfolio and needs. From there, we will perform a brief review of your current books and provide a custom proposal tailored to the number of properties and bank accounts you manage.
Ready to hand off the books?
Book a free 20-minute call. We’ll review your portfolio and show you exactly how we’d clean it up.
Schedule a Free Call →