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. Based in Charlotte, working with investors nationwide.
Monthly Portfolio Summary
June 2025217 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: Answer a few quick questions about your portfolio. If REVI is the right fit, you can book your call the moment you finish.
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
- ✓ 1031 exchange documentation
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
- ✓ Project costs held in inventory until the sale closes
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.
Submit Your Questionnaire
2 minutesAnswer a few quick questions about your portfolio so I understand your situation before we speak.
See If We're a Fit
Same visitYour answers tell us right away whether REVI is the right fit. If it's a match, you book your discovery call on the spot. If not, I'll tell you honestly.
Onboarding
~2 WeeksWe set up your QBO structured around your properties built for NOI, property-level P&Ls, and lender-ready reporting.
Cleanup
4–6 WeeksAny backlog cleared, errors corrected, every account reconciled. A solid foundation before we move forward.
Monthly Bookkeeping
OngoingProperty-level P&Ls and portfolio summary delivered on time every month without you having to ask.
WHAT’S INCLUDED
Everything your portfolio needs
Flat monthly pricing. No hourly billing. No surprise add-ons for reconciliation, 1099s, or year-end reporting.
Already working with a CPA? We coordinate directly with them, delivering a clean year-end package so tax season is one less thing on your plate.
Monthly Bank & Account Reconciliation
Every account across all properties balanced monthly, including mortgage and escrow accounts.
Property-Level P&L Statements
See how each property or project is performing, not just your portfolio as a whole.
NOI & Cash Flow Tracking
Know your net operating income and cash-on-cash return for every door, every month.
1031 Exchange Documentation
For rental properties. Clean asset basis records and transaction history to keep your exchange compliant and audit-ready.
1099 Contractor Filing
We track contractor payments all year and handle your 1099-NEC filings every January.
Year-End Tax Package
CPA-ready package: Schedule E prep and depreciation schedules for rentals, per-deal cost breakdowns for sold flips, and all supporting documentation.
READY TO GET STARTED?
Let's see if we're
a good fit
REVI works with a focused group of landlords and flippers, so every client gets the attention their portfolio deserves. Start with a short questionnaire so we can learn about your situation before we connect.
Let's get started
Takes about 2 minutes. No commitment, just a conversation starter so we can show up prepared for you.
Get in TouchWe check every questionnaire. Most people find out right away, and if REVI isn't the right fit, I'll tell you honestly.
Certifications & Partnerships
As a certified Intuit QuickBooks ProAdvisor, we follow industry best practices and stay current with platform updates to ensure accurate, reliable bookkeeping
