top of page

Our Services

Property Management bookkeeping built for your portfolio.

Flat monthly rates. No long-term contracts. No surprises. Serving landlords, property managers, and investors — locally and nationwide.

Core Services

What's included

01

Setup & Clean-Up

  • Custom chart of accounts for real estate

  • Bank & credit card integration

  • Historical data import & cleanup

02

Monthly Bookkeeping

  • Full account reconciliation 

  • CPA-ready financials

  • Consistent monthly close

03

Financial Reporting

  • P&L by property

  • Rent roll summaries

  • Lender-ready packages

Optional Add-On

Accounts Receivable — never wonder who owes what.

Add AR services to any package for a complete financial solution. We track tenant balances, manage collections, and keep your receivables tight and current — month after month.

Invoicing & Rent Tracking
Every tenant, every unit, every payment — tracked and reconciled.

Payment Reminders
Automated, professional follow-ups so you don't have to chase late payments.

Outstanding Balance Reporting
A clear, current snapshot of who's paid, who's behind, and by how much.

HOW IT WORKS

1

We set up your AR system

Tenant records, lease terms, and payment schedules entered and organized.

2

We track every payment

Each rent collection is recorded, matched, and reconciled against your bank.

3

We flag late balances

Overdue accounts are flagged and reminders sent before they become problems.

4

You get a clear report

Monthly AR summary delivered with your financials — ready to act on.

Our Expertise

Preferred - commercial & industrial

Yardi Breeze 

Property management software

​

Our recommended platform for commercial, industrial, and mixed-use portfolios. Purpose-built for the complexity your properties demand.

  • Native CAM reconciliation & automation

  • Trust accounting & compliance controls

  • AI-powered invoice processing (Smart AP)

  • Customizable owner reports & statements

  • 1099 e-filing built in

Residential portfolios

Buildium

Property management software

​

A widely-used platform for residential property managers. We're experienced working inside Buildium for monthly bookkeeping, reconciliations, and owner reporting.

  • Full-cycle bookkeeping & bank reconciliation

  • Owner statement preparation

  • Accounts payable management

  • 1099 preparation & e-filing

  • Chart of accounts setup & cleanup

Practice management hub

QuickBooks Online

Accounting software

​

For clients who use QuickBooks as their primary accounting tool, we manage your books through QuickBooks Online Accountant — giving you real-time access to your financials at all times.

  • Full-service bookkeeping & reconciliation

  • Multi-property financial reporting

  • Accounts payable & receivable

  • Tax-ready financials & 1099 prep

  • Ideal for mixed or non-PM platform clients

Not sure which platform is right for your portfolio? We're happy to walk you through the options. Clients managing commercial or mixed-use properties often benefit from making the switch to Yardi Breeze — we can help you evaluate whether it's the right fit.

How We Work

Every client starts with the same four steps - so your books are set up right from day one.

HOW IT WORKS

1

Discovery

A free 20-minute call to understand your portfolio, your current setup, and where the gaps are. No sales pitch — just an honest assessment.

2

Diagnosis

We review your existing books, chart of accounts, and reconciliation history. We document exactly what needs to be corrected, rebuilt, or maintained.

3

Build

​We set up or clean up your books in QuickBooks or your existing property management software — structured the way lenders, CPAs, and auditors actually expect to see it.

4

Maintain

Monthly close, reconciliations, and reporting — delivered on schedule, every month. You get clean financials and a bookkeeper who already knows your portfolio.

Service Packages

A plan for every portfolio size.

STARTER
$600/mo
flat rate

1-2 units *Solo landlord

  • Monthly bookkeeping

  • Bank reconciliation

  • Basic P&L report

  • QBO managed file

  • Email support

Most Popular

GROWTH
$1,200/mo
starting at

3-10 units *Small portfolio

  • Everything in Starter

  • P&L by property

  • Accounts receivable

  • Rent roll tracking

  • Security deposit ledger

  • Monthly review call

PORTFOLIO
$2,500/mo
starting at

10-30 units *Active investor

  • Everything in Growth

  • Multi-entity support

  • CAM reconciliations

  • Lender-ready reporting

  • Yardi or AppFolio Support

ENTERPRISE
Custom
quoted by scope

30+ units *Property managers

  • Everything in Portfolio

  • Commercial properties

  • Full AP/AR management

  • Financials for investor reporting package

  • Year-end tax ready books

  • SLA guaranteed turnaround

GETTING STARTED

Up and running in four simple steps.

Not sure which package is right for you?

Schedule a free 20-minute discovery call and we'll walk through your portfolio together, answer your questions, and build a custom plan that fits. 

Or visit our FAQ page for more info

bottom of page