REAL ESTATE BOOKKEEPING

Books Built for Real Estate Investors.

Property-level P&Ls, NOI tracking, and deal-by-deal cost accounting — delivered accurately and on time, every month. So you can focus on your portfolio, not your books.

Monthly Portfolio Summary

June 2025

217 Oak Lane

LTR

$1,980

NOI

1104 Birch St Units 1–4

LTR

$5,210

NOI

88 Elm Ct - Renovation

Fix & Flip

$41,200

Project Profit

44 River Rd Units 1–2

LTR

$2,640

NOI

How it works: Fill out a short questionnaire. We'll review your application and if we're a good fit, you'll receive a booking link within 48 hours.

WHO WE WORK WITH

A focused practice for focused investors.

Property-level P&Ls, NOI tracking, and deal-by-deal cost accounting — delivered accurately and on time, every month. So you can focus on your portfolio, not your books.

Landlords

Long-Term Rentals (LTR)

LTR investors who want clean, property-level financials every month, accurate NOI, and reports your CPA can actually use at tax time.

  • Single-family long-term rentals
  • Small multifamily (2–20 units)
  • BRRRR investors adding doors
  • Property-level NOI reporting
  • 1099 preparation & filing

Fix & Flip Investors

Active house flippers

Active flippers who need clear, project-by-project cost tracking — so they always know their true profit on every deal, not just at tax time.

  • Investors doing 1–12+ flips per year
  • Per-deal profit & loss statements
  • Rehab cost tracking by line item
  • Hard money & draw reconciliation
  • 1031 exchange documentation

OUR PROCESS

Getting started is simpler than you think.

A clear five-step path from your first questionnaire to clean books you can rely on every month.

01

Submit Your Application

Day 1

Fill out a short questionnaire about your portfolio so we can understand your needs before we speak.

02

We Review & Reach Out

24–48 Hours

We review your application and, if it's a good fit, send a booking link to schedule your free discovery call.

03

Onboarding

~2 Weeks

We set up your QBO structured around your properties built for NOI, property-level P&Ls, and lender-ready reporting.

04

Cleanup

2–4 Weeks

Any backlog cleared, errors corrected, every account reconciled. A solid foundation before we move forward.

05

Monthly Bookkeeping

Ongoing

Property-level P&Ls and portfolio summary delivered by the 15th, every month without you having to ask.

Certifications & Partnerships

As a certified Intuit QuickBooks ProAdvisor, we follow industry best practices and stay current with platform updates to ensure accurate, reliable bookkeeping

Certifications & Partnerships ProAdvisor QuickBooks level 2
Certifications & Partnerships ProAdvisor QuickBooks level 1
Certifications & Partnerships ProAdvisor QuickBooks Gold level
Certifications & Partnerships ProAdvisor QuickBooks Payroll