Real estate financial operations
Know how every property is really doing, without doing the books yourself.
Monthly bookkeeping and reporting for real estate owners with several properties or entities. Fixed plans from $495 a month. We work in the accounting software you already use.
No prep needed. Please do not send logins or account numbers with the call request.
- A profit and loss per property and a balance sheet per entity, every month
- A person reviews every deliverable before it reaches you
- Fixed monthly price, no setup fee, month-to-month
- If we miss the delivery date in your written scope, that month's fee is waived, subject to your agreement.
Free for anyone who books, even if we are not a fit: a one-page property P&L template, a monthly close checklist, and a "what to send us" intake list.
Pick your plan
Three plans. The price depends on how many entities you own.
Fixed monthly price. No setup fee. Month to month.
One entity.
Up to 2 entities.
Up to 4 entities.
Not ready for a monthly plan?
Start with a $350 Books Check
A fixed-price written review of one entity's books, in the accounting software you already use. If you start a monthly plan within 30 days of the report, the $350 is credited.
What the Books Check includes (report within 5 business days after you give us the access and every item listed in our Ready-to-Start Notice):
- Whether the bank and card accounts are reconciled through last month, with gaps listed by month
- The count and total of uncategorized or suspense items
- Whether the file can produce a profit and loss by property, and what is needed to make it work
- Obvious problems found, by count with examples: duplicates, unmatched transfers, personal and rental items mixed
- A 1 to 2 page findings summary and a written scope and fixed price for monthly bookkeeping
Not included: cleanup, tax work, payroll, more than one entity. Covers the last 90 days of one entity.
Work begins once our onboarding checks are complete. Until your review starts, you can ask for a full refund at any time.
How it starts
Three steps.
Book a free 30-minute call
Tell us what you own and how your books work today. We tell you plainly whether we are a fit and which plan applies.
Sign a simple agreement
Fixed monthly price, month to month, no setup fee.
Invite us in and we start
You give us the lowest level of access your accounting software offers. We never need passwords or money-movement rights.
Next step
Let's talk about your books.
Thirty minutes. You will leave knowing what we would do and what it would cost.