REI Bookkeeping Cleanup

Turn Your Messy Books into a Clear Path to REI Success

As a real estate investor, chaotic bookkeeping can derail your business.

Messy records, uncategorized transactions, and misaligned accounts waste time, obscure profits, and risk tax penalties.

Lochside Accounting’s REI Bookkeeping Cleanup Service fixes that, delivering organized, accurate books tailored to your rentals, flips, or syndications.

Backed by our CPA partnership, we ensure your finances are ready for tax season and future growth.

Your Bookkeeping Chaos, Resolved

Disorganized Records

Unreconciled bank feeds, missing transactions, or co-mingled funds create confusion and unreliable data.

Lost Time and Focus

Sorting through bookkeeping errors steals hours from deal-making or portfolio expansion.

Tax Risks

Inaccurate books lead to missed deductions, incorrect filings, or IRS scrutiny, costing you money.

Our REI Bookkeeping Cleanup Services

Every cleanup is tailored to your REI portfolio, including:

Full diagnostic review of existing bookkeeping records
Bank and credit card reconciliation for all accounts
Correction of transaction categorizations and journal entries
Setup of REI-specific chart of accounts
Mortgage payment and escrow account corrections
Entry and reconciliation of closing documents (e.g., HUD statements)
Co-mingling resolution across entities or personal accounts
Property-specific profitability and financial statement preparation
Tax-aligned record adjustments for CPA handoff
Cloud-based portal access for document uploads and progress tracking

How Lochside Restores Your Finances

Our REI Bookkeeping Cleanup Service is designed for investors like you—landlords, flippers, wholesalers, and more.

We dive deep to untangle your books, setting you up for clarity and success:

✓ Comprehensive Audit

Identify errors, gaps, or misclassifications in your QuickBooks or existing records.

✓ Custom REI Setup

Create property-specific charts of accounts aligned with your operations and tax strategy.

✓ Transaction Overhaul

Reconcile bank feeds, categorize transactions, and enter settlement statements (e.g., HUDs) for accuracy.

✓ Tax-Ready Foundation

Align expenses and assets for maximum deductions, with clean books ready for our CPA partner’s tax prep.

✓ Clear Reporting

Deliver corrected P&L, balance sheets, and profitability reports by property to reveal true performance.

✓ Stress-Free Transition

Hand off organized books for ongoing bookkeeping or your preferred provider, with guidance to avoid future issues.

Why Choose Lochside?

REI Specialists: Our expertise in rentals, flips, and syndications ensures your books reflect real estate nuances, unlike generic services.
Time Savings: Reclaim hours lost to bookkeeping chaos, freeing you to focus on deals or family.
Financial Clarity: Get accurate insights into profits and cash flow to make confident, data-driven decisions.
Seamless Tax Prep: Our CPA partnership delivers tax-ready books, eliminating the need to find a separate CPA.
Veteran-Owned Trust: As a 100% veteran-owned business, we bring discipline and precision to every project.