Services
Bookkeeping Built for Small Rental Portfolios
Clean, Schedule E-aligned books. No messy spreadsheets. Just clarity for you and your CPA.
- Perfect for 1–2 Units
- Up to 3 Bank Accounts
- Up to 150 Transactions/mo
- Custom Chart of Accounts (IRS Aligned)
- Deliverables: Monthly P&L, Balance Sheet
- Support: Direct Email & Text
- Perfect for 3–4 Units
- Up to 6 Bank Accounts
- 150–300 Transactions/mo
- Multi-Property Class Tracking
- Deliverables: P&L by Property, Cash Flow
- Support: Priority + 1 Monthly Strategy Call
- High-Volume or Multi-LLC
- Up to 10 Bank Accounts
- 300–500 Transactions/mo
- Complex Allocations (STR + Long-Term)
- Deliverables: Trend Analysis, Forecasts
- FREE: 1099s, Cap Logs, CPA Liaison
Year-End Tax Prep
Includes: 1099 Vendor Prep, Capital Gains Log, & CPA Liaison.
Everything your CPA needs to file your Schedule E without the headache.
Three Simple Steps To Get You Started
1. Intake & Custom Quote
Precision pricing, zero surprises. Once I understand your scope, you’ll receive a tailored quote based on your specific needs.
The Result? A transparent, fixed-price proposal and the necessary data to configure your QuickBooks environment exactly to your specifications.
2. The Discovery Call
I listen before I act. I'll discuss your current workflow, the volume of accounts you manage through QBO, and any other concerns.
The Result? You walk away with a clear understanding of how I'll secure your financial reports with clarity.
3. Seamless Onboarding
A secure dashboard, ready to go! Where the magic happens. A customized QuickBooks chart of accounts and integrate your bank feeds securely.
The Result? A functional and precise system. With a brief walkthrough, you'll be ready to track your properties & expenses with total ease.