CPA. Big 4 trained. Built for real estate.

Seven properties. One bank account. No idea which ones make money.

Whether you're an agent tracking commissions, a landlord juggling multiple properties, or an Airbnb host who just got a tax bill they didn't expect, your books need someone who understands real estate.

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We hear this constantly from real estate investors: "I know I should be tracking expenses by property, but I'm not." Rent comes in through Venmo with no note. Home Depot charges show up on a card shared across three properties. The property manager sends reports in a format nobody can read. Then tax season hits and your tax preparer needs every transaction categorized by property for Schedule E, and you're spending a week going through 18 months of bank statements trying to remember which $213 Lowe's charge was for which house. One investor told us: "I'm losing my absolute mind." Another said his current system was "dogshit" and he knew it. If that sounds familiar, you're not alone. Most real estate professionals we work with started exactly there.

Sound Familiar?

$3,500

The investor whose tax preparer charged double to untangle the mess.

A landlord with seven rental properties had been doing her own books for years. Income from tenants came through Venmo, Zelle, and direct deposit. Expenses went on personal credit cards. Nothing was separated by property. When tax season came, her tax preparer said the books were unusable. Every transaction needed to be categorized by property for Schedule E. Hundreds of charges labeled "Home Depot $213" or "Venmo Deposit $1,400" with no way to tell which property they belonged to. The tax preparer charged $3,500 extra to reconstruct everything. And when the final numbers came in, the landlord complained her taxes were too high. Turns out she'd been missing deductions all along because nobody was tracking them properly.

We Understand Your Challenges

Real Estate bookkeeping is different.

•You have multiple properties but everything runs through one bank account. Rent deposits show up as "Venmo $1,400" with no property name attached. Expenses are on a shared credit card. Your tax preparer needs it all separated by property, and you're losing your mind doing it retroactively.

•You don't know which properties actually make money. Revenue minus mortgage isn't cash flow. After insurance, taxes, PM fees, vacancy, maintenance reserves, turnover costs, and a dozen other expenses most investors forget to track, the math is completely different.

•Your property manager sends reports in a format that feels like a foreign language. It's one black box going into another black box, and you're signing off on numbers you don't fully understand.

•Depreciation, 1031 exchanges, and capital vs. repair expenses are confusing. You know they matter for taxes, but you're not confident your books are set up to track them correctly.

•Commission income is wildly inconsistent. As an agent, you might close three deals one month and zero the next. Without proper tracking, you don't know your effective hourly rate, your deductions, or how much to set aside for quarterly taxes.

•Your Airbnb or short-term rental is "kind of a wash" but you're not sure because you've never actually tracked all the expenses. Cleaning fees, supplies, platform fees, occupancy taxes. It adds up, and you don't know if you're making money or subsidizing your guests.

How We Help

We handle it all, so you don't have to.

Per-property income and expense tracking. Every rent payment, repair bill, and property management fee tagged to the right property. Your Schedule E is ready without a week-long scramble.

Venmo, Zelle, and direct deposit reconciliation. We match every deposit to the right tenant and property so your books make sense, even when the payment apps don't give you useful labels.

Property manager report reconciliation. We read the reports your PM sends, catch duplicate charges and errors, and make sure what they're reporting matches your bank account.

Proper categorization of repairs vs. capital improvements so your depreciation schedules are accurate and your tax preparer doesn't have to guess.

Commission and deal tracking for agents, with per-transaction breakdowns so you always know your real take-home after splits, fees, and expenses.

Airbnb and short-term rental expense tracking, including platform fees, cleaning, supplies, and occupancy taxes, so you know your actual profit per property.

Monthly reports in plain English. Not a stack of spreadsheets. Something like: "Property A netted $1,200 this month. Property B had a $900 repair that put it negative. Overall portfolio is up 8% from last month."

Common Questions

Questions real estate owners ask us

I have multiple properties on one bank account. Is that a problem?

It's common, but it makes bookkeeping harder. We can work with it. We'll tag every transaction to the right property regardless of how many accounts you have. That said, if you're open to it, we'll recommend a cleaner setup as part of onboarding. Separate accounts per property make everything easier.

My tenants pay through Venmo and Zelle. Can you track that?

Yes. We reconcile Venmo and Zelle deposits to the right tenant and property every month. Even when the payment app labels them as "Deposit $1,400" with no other information, we match it up.

Do I need a bookkeeper or a CPA for my rental properties?

Both, but for different things. A bookkeeper keeps your books up to date and organized throughout the year. A CPA files your taxes and advises on strategy like 1031 exchanges and entity structure. If your tax preparer is spending hours untangling your books at tax time, you need a bookkeeper. We do the monthly work so your tax preparer can focus on filing, not reconstructing.

I'm an agent, not an investor. Do I still need bookkeeping?

If you're an independent contractor receiving 1099 income, yes. You need to track commissions, expenses, mileage, marketing costs, and set aside money for quarterly estimated taxes. Most agents we talk to don't realize how many deductions they're missing until someone looks at their numbers.

Can you handle multiple LLCs?

Yes. If each property is in its own LLC, we keep the books separate for each entity. We know how multi-entity real estate structures work and we'll make sure each set of books is clean and independent.

What about depreciation and 1031 exchanges?

We track the basis and categorize expenses properly so your depreciation schedules are accurate. For 1031 exchanges, we work with your tax preparer to make sure the bookkeeping reflects the exchange correctly. We don't do tax planning, but we make sure the books support whatever strategy your CPA recommends.

How much does real estate bookkeeping cost?

It depends on how many properties and how complex the setup is. A single rental property might be $200/month. A portfolio of 5-10 properties with separate LLCs is typically $350-500/month. Flat monthly rate, no surprises. Given that most investors with messy books pay $1,000-3,000+ extra in tax prep fees, the bookkeeping usually pays for itself.

Stop dreading tax season.

Let's talk about your properties. Free consultation, no strings attached. We'll look at your setup and tell you exactly what clean, per-property books would look like.

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