Industry expertise

Real Estate& Property Management

Clear Books for Every Property You Own or Manage.

Whether you own a few units or manage many properties, we keep rent, deposits, repairs and owner activity separated so each property stands on its own.

Book a Free Consultation →Reply within 1 business day See Pricing

What's included

  • Income and expenses by property
  • Security deposit and trust tracking
  • Owner and tenant records
  • Short-term rental income support
  • Rent and expense detail by unit
  • Repairs and improvements treated correctly
Common challenges

Common Bookkeeping Challenges in Real Estate & Property Management

Rent comes in, repairs go out, and deposits belong to someone else. When every property shares one account and one set of categories, you cannot tell which buildings make money and which quietly lose it.

Properties are mixed together

One set of books hides which property loses money.

A profit and loss for each property.
Security deposits

Deposits get recorded as income instead of a liability.

Balances that match your records.
Repairs vs. improvements

Wrong categories affect depreciation and tax.

Clean records your CPA can work from.
Many income sources

Rent, fees and platform payouts do not match the bank.

Income that ties to your bank.
Our process

A Routine That Keeps Every Property Separate

Rent rolls, owner payouts and repair bills repeat every month. We follow the same monthly steps, so each property and each owner has its own clear set of numbers.

01Get Your Information

Send us your property list, bank and platform payout statements, leases and repair invoices. You invite us into your software and can remove us any time.

›
02Organize & Record

We record rent, fees and expenses by property, and treat repairs, improvements and deposits the way they should be treated.

›
03Reconcile & Review

We reconcile your bank accounts, rent deposits and platform payouts to the statements, and keep owner and tenant funds apart.

›
04Ongoing Support

Every month you get profit by property and a deposit summary, with one person to ask when something does not look right.

Reports we suggest

Reports That Show Each Property's Profit

Profit & Loss by propertyIncome and expenses for each property
Rent roll summaryWho paid and what is outstanding
Expense by categoryRepairs, utilities, fees and more
Deposit liability summaryWhat you hold for tenants
Balance SheetAssets, loans and equity
Book a Free ConsultationReply within 1 business day