RECLAIM YOUR WEEKENDS
Stop spending Saturdays buried in paperwork
Table of Contents
Frequently Asked Questions
Please reach us at [email protected] if you cannot find an answer to your question.
What counts as a transaction?
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 will be counted as a transaction. This clarity is a core part of our transparent landlord bookkeeping pricing model.
What if I go over my transaction limit?
Real estate is fluid and seasonal. We will average your activity across a period of time to verify the attention that your books require. We will contact you to discuss if any adjustments are required to be made to your plan.
Is there a setup fee?
Yes, there is a one-time fee of $38.50 per property to create and set up your books correctly from day one. This includes updates to your Chart of Accounts.
Do I need my own bookkeeping software subscription?
Yes. To maintain the highest level of data security and ownership, we require all clients to have their own active subscription whether that is 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.
Does your pricing include filing my year-end income taxes?
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, saving you from potential late fees and high-stress “shoebox” tax seasons.
How do I share my sensitive financial documents with you?
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 the industry best practices for financial data protection. For more information on how to protect your business, you can review the Federal Trade Commission guidelines on small business cybersecurity.

