Deliverables:
📌 What’s Included (Monthly)
✔ Property-by-property income & expense tracking
Know exactly which units are performing best
✔ Monthly rental performance snapshot
Clear view of revenue, repairs, maintenance & net income
✔ CapEx vs. operating expense categorization
Improve tax deductions , keep the IRS happy!
✔ Mortgage, escrow & security deposit tracking
Every payment accounted for, fully reconciled
✔ Cash-flow visibility for rentals
See where your money is going and what’s coming back
✔ Year-end tax-ready package (Schedule E prep-ready)
Clean books.
Happy CPA.
• Bookkeeping for flips or BRRRR projects
• Real estate portfolio dashboard (custom reporting in QBO)
• Investor statement preparation
• Short-term rental tracking (Airbnb/VRBO)