Fair, transparent pricing that grows with you.
A transaction-based model so you only pay for what you need. Scale up or down as your portfolio evolves. No hidden fees, ever.
Choose the plan that fits your portfolio
Most clients fit one of these three plans. Need something smaller or larger? See all seven tiers below.
- Everything in “All Plans Include”
- Property-level P&L tracking
- Security deposit tracking
- Year-end CPA-ready export
- Dedicated point of contact
- Everything in Starter
- Multi-entity coverage (up to 5)
- Monthly owner summary report
- 1099 vendor tracking
- Everything in Growth
- Unlimited entity coverage
- Financial analysis dashboard
- Priority response time
STR properties generate 2-3x more transactions than LTR. Not sure which tier fits? Book a call and we’ll recommend the right fit.
See all transaction tiers
Not sure where you fit? Every tier is listed below.
| Plan | Best For | Monthly Rate |
|---|---|---|
| Up to 50 transactions | 1-2 properties | $124.95 |
| Up to 75 transactions | 2-3 properties | $179.95 |
| Up to 100 transactions | 3-5 properties | $229.95 |
| Up to 150 transactions | 5-7 properties | $329.95 |
| Up to 200 transactions | 7-10 properties | $419.95 |
| Up to 250 transactions | 10-15 properties | $499.95 |
| Up to 300 transactions | 15+ properties | $569.95 |
Need more than 300 transactions? Contact us for custom pricing
Extra services when you need them
Behind on your books? Need advice? Looking to grow? We have you covered.
Catch-Up & Cleanup
Behind on your books? We clean up historical data one month at a time, added to your current plan. Once you’re caught up, you return to your regular rate.
Learn more →30-Minute Consultation
Have questions? Want a second opinion? We’ll review your books and bookkeeping process in an in-depth 30-minute call.
Book a consult →Real Estate Coaching
Move beyond traditional investing. Advanced coaching on off-market leads, seller financing, and creative real estate strategies.
Book coaching →Let’s figure it out together.
Every portfolio is different. On a free 20-minute call, we’ll review your transaction volume and recommend the plan that fits. No pressure, no pitch.
Schedule a Free Call →Pricing questions, answered
A transaction is any entry in the books: an invoice, a bill payment, a deposit, an expense, a transfer, a journal entry, mileage, etc. If a document (such as a property manager owner statement) contains multiple line items, each item critical to accurate bookkeeping is counted as a transaction.
Real estate is fluid and seasonal. We average your activity across a period of time to verify the attention your books require. We’ll contact you to discuss if any adjustments need to be made to your plan.
Yes. There is a one-time fee of $44.95 per property to create and set up your books correctly from day one. This includes updates to your chart of accounts.
Yes. To maintain the highest level of data security and ownership, we require all clients to have their own active subscription (QuickBooks Online, Stessa, or another popular real estate investor platform). This allows us to collaborate in real time while ensuring you always have direct access to your financial history.
No. Our service is focused on ensuring your books are 100% tax-ready and professionally organized for your CPA or tax preparer. While we do not file income tax returns ourselves, we provide the clean, categorized reports necessary to make filing a breeze. Keeping your books updated monthly ensures you never miss critical IRS tax deadlines.
We prioritize the security of your rental property data above all else. We use secure, encrypted portals to exchange documents, meaning you never have to send sensitive information via unsecure email. This follows industry best practices for financial data protection.
Stop guessing. Start knowing.
Book a free 20-minute call. We’ll scope your portfolio, recommend the right plan, and answer every question you have.
Schedule a Free Call →