Services & Scope
What services do you offer?
Clean, organized bookkeeping for small landlords: rent tracking, expense categorization, security deposit management, monthly statements, and year-end reports for your CPA.
Who do you work with?
Long-term residential rentals, remote small landlords and single-member LLCs. No larger firms. I keep books simple so you can focus on tracking & collecting rent.
Do you handle both rent collection tracking and ongoing monthly bookkeeping?
Yes, I track all rental income and expenses month-to-month to give you a clear, real-time view of your cash flow and profitability.
Setup & QuickBooks
How do we get started with QuickBooks Online?
First, sign up for a QuickBooks Online subscription, and then I’ll guide you through secure on boarding to connect accounts.
Do you use any specific software to track rent collection?
I work directly within your QuickBooks Online account to track rent and expenses, so you don’t need to pay for extra software or manage multiple logins.
What happens if I already have QuickBooks?
If you already have QuickBooks, I’ll securely connect to your existing account to clean up the data and optimize it for real estate without you needing to start over.
Do you charge for setting up or cleaning up my books?
On boarding includes simple & free QuickBooks setup for up to 3 months of backlog, while historical data older than that is billed as a separate one-time project.
Fees & Pricing
Are there any additional fees or hidden costs?
There are no hidden fees; moreover, your monthly retainer covers all standard bookkeeping and is listed as upfront pricing.
Do you offer a discount for annual payments?
As of now, I only offer monthly billing for my packages. This keeps things flexible for you in case your transaction volume changes or if you need to pause service mid-year.
Can I upgrade or downgrade my plan later?
Certainly, you can upgrade anytime. Additionally, for downgrades, give 30 days’ notice and you’re good to go.
Process & Accessibility
What happens if I need to access my books urgently while on the road?
QuickBooks mobile app provides 24/7 access and a secure ‘Client View’ to track cash-flow in real-time instantly.
How is your pricing structured?
Fixed monthly rates are based on the value of your portfolio, not hours worked. Moreover, you will receive predictable costs and my full strategic focus. There are no surprises and no time tracking.
When will I get my reports?
Monthly by the 5th. Want them weekly or quarterly instead? I’ll adjust to your pace.
Banking
Can I use one account for both personal and rental expenses?
Consequently, I’d strongly advise against it. Mixing funds makes tax season harder and can weaken your LLC protection. A separate business account keeps everything clean and protects you legally. I’ll help you set it up right from day one.
What happens if I have multiple bank accounts?
I can easily reconcile and track as many accounts as you need; whether it’s a master operating account, property-specific accounts, or a reserve fund. As a result, every dollar is categorized correctly.
Tax Bundle Support
What's in the year-end folder?
Income summary, categorized expenses, depreciation schedule, 1099 tracking, and receipts – all sorted by property and ready for your CPA.
Do you do taxes or just bookkeeping?
I don’t do tax filing, but I provide full tax-prep support by organizing your books into a clean, shareable year-end folder. You just send the link to your CPA and they’re set.
Client Support
What's the difference between a specialized bookkeeper and a generalist?
A generalist handles all industries – retail, contractors, e-commerce. I focus only on long-term rental books. I already know your chart of accounts, depreciation schedules, and what your CPA needs. No on boarding time, no learning curve. Just clean books that work.
How quickly do you typically respond to questions?
Within one business day. I prefer phone calls over email for quick questions, so I’ll reach out to you directly if something needs immediate attention.
Will I have a dedicated bookkeeper or rotate through a team?
You work exclusively with me. No hand-offs, no juniors, no rotating team. I’m your single point of contact for all bookkeeping, calls, and questions.
Do I need to be tech-savvy?
Not at all. I handle the setup and walk you through everything step by step. You just log in to review or approve, nothing more.