Bookkeeping and Accounting Services for Real Estate Investors
Master your finances, win at life.
Bookkeeping Services for Real Estate Investors
Monthly Done-For-You Bookkeeping
Past-Period Bookkeeping Clean Up
QuickBooks Online Setup and Migration
We handle your property finances every month, tracking rental income, expenses, and mortgage payments. Our clear reports keep your investments organized, so you can focus on finding new deals while we manage the numbers stress-free.
Messy or outdated property records? We fix errors, organize transactions, and bring your books up to date. This gets your finances ready for tax season or new investments, saving you from costly mistakes.
New to QuickBooks or moving to QuickBooks Online? We set up and customize your account for your real estate portfolio, migrate data smoothly, and teach you how to use it. This keeps your finances easy to manage and running like a pro.
Accounting & Advisory Services for Real Estate Investors
Cash Flow Management
Financial Analysis and Insights
Budgeting and Forecasting
Property Financial Reporting Review
Cost Reduction Strategies
Break-Even Analysis for Properties
Profit Margin Optimization
Property Portfolio Valuation Support
Expense Tracking Consulting
Advisory for Real Estate Expansion
Tax Strategy Consulting for Investors
Financial Process Optimization
We track your rental income and expenses, forecast cash needs, and plan for property growth. This keeps your investments steady, reduces stress over payments, and helps you seize new opportunities.
We dive into your property data to spot trends and opportunities, offering clear advice to boost returns. This helps you make smarter investment choices and avoid costly errors.
We create budgets for your properties and predict future cash flows, so you know exactly what’s coming. This keeps your investments on track to meet goals and grow your portfolio.
We review and refine your property reports to ensure they’re clear and accurate. This gives you a true view of each property’s performance, making it easier to plan your next move.
We find ways to cut property expenses, like maintenance or fees, without hurting value. This boosts your profits and gives you more cash to reinvest.
We calculate what each property needs to earn to cover costs, helping you set rental prices or decide on flips. This ensures you grow your portfolio without losing money.
We analyze rental income and costs to maximize profit per property. This means your investments earn more without extra work.
We help you understand the value of your real estate portfolio for sales, loans, or planning. This gives you confidence to make big investment decisions.
We set up simple systems to track property expenses, like repairs or utilities, so you always know your costs. This saves time and prevents financial surprises.
We guide you through the financial side of growing your portfolio, like buying new properties or entering new markets. This ensures you scale smartly without risks.
We suggest ways to maximize real estate deductions and save on taxes legally. This keeps more money in your pocket for reinvesting or enjoying life.
We streamline your property financial tasks, cutting errors and saving time. This makes managing your investments smoother, so you can focus on building wealth.
Your Partner For Business Bookkeeping & Accounting
Enjoy True Financial Freedom: We handle your complex property numbers, freeing you to savor life’s best moments without financial worries.
Invest with Unwavering Confidence: Our meticulous records and insightful reporting provide the clarity you need to make powerful investment decisions and grow your wealth.
Reclaim Your Time for What Matters Most: Delegate the tedious bookkeeping tasks and spend your precious hours enjoying the success your investments bring.
Our Real Estate Specialized Bookkeeping Service Includes:
Detailed Income & Expense Tracking (by Property)
All income and expenses for each property are tracked. Understand each property's performance clearly.
Rental Income & Expense Reporting for Schedule E (Form 1040)
Financial data is organized for the IRS to report income, expenses, and claim tax benefits on Schedule E.
Depreciation Calculation & Tracking
Depreciation for your property is expertly calculated and tracked. This helps lower your taxes each year.
Bank & Credit Card Reconciliation (Property-Specific)
Bank statements are compared with records to ensure everything matches for each property.
Tenant Security Deposit Management
Tenant security deposits are accurately tracked and managed, following all rules and accounting practices.
Separation of Personal & Business Finances
Separate bookkeeping records are set up and maintained for personal and investment property finances. This brings clarity and makes tax filing easier.
Real Estate Chart of Accounts Creation & Management
A custom list of accounts designed for your real estate business is created and managed.
Capital Improvement Tracking & Differentiation
Major property upgrades are tracked separately from small repairs. This ensures correct tax benefits.
Owner Contributions & Draws Tracking
All money you put into and take out of your business is recorded. This helps track your investment.
Mortgage Interest & Property Tax Tracking
Mortgage interest payments and property taxes are tracked for each property. This helps you save on taxes.
Purchase & Sale Closing Statement Analysis
Paperwork is reviewed when you buy or sell a property. All costs are recorded correctly.
Real Estate Professional Status (REPS) Documentation Support
Assistance is provided to gather and organize the papers needed to show you are a real estate professional.
FAQs
Have additional questions? Schedule a consultation to speak with an expert.
Yes! We offer past-period cleanup and tax prep to get you current and compliant, so you avoid penalties and stress less.
Absolutely. We team up with your CPA to share data and insights, making filings smooth and accurate.
We use secure tools like encrypted QuickBooks Online and follow strict privacy rules to protect your data from unauthorized access.
We suggest QuickBooks Payroll for easy integration, Gusto for simple features, and ADP RUN for growing needs.
Yes, through our QuickBooks setup and training, we teach you simple ways to handle finances and taxes, so you feel confident.
We have experience with Procore for full tracking, Buildertrend for job costing, and Contractor Foreman for small teams.
We recommend Zoho Expense for scanning and approvals, Expensify for quick tracking, and Dext for automation.
For those in the building and construction industry, we also suggest Adaptive.Build for its AI-powered financial management, automating bills, receipts, budgets, and QuickBooks integration, perfect for builders and remodelers.
