Bookkeeping for real estate investors & agents

For Investors

Every property answers for itself

An LLC per property is smart liability structure and miserable bookkeeping — unless the books are built for it. We set up QuickBooks Online classes and locations so every property reports its own income and expenses, close each entity monthly, and roll it up into a portfolio view. Rent, repairs, insurance, taxes, and mortgage payments land on the property they belong to, and security deposits are tracked as the liabilities they are — not income.

Flipping? A flip is a construction project wearing a real estate hat: acquisition, holding, and rehab costs tracked per project so you know your true margin at sale, not a year later at tax time.

For agents: income that arrives in lumps

Commission income is feast-or-famine, and quarterly estimated taxes punish guesswork. We keep commissions, splits, and business expenses categorized as they happen, so your quarterly numbers are ready when your CPA needs them — no April surprises.

• Per-property profit & loss using QuickBooks classes and locations
• Multi-entity month-end close across your LLCs
• Security deposit and escrow tracking done correctly
• Flip project costing — acquisition, holding, and rehab per project
• Commission tracking and estimated-tax-ready reporting for agents
• Payroll for assistants and property staff, when you have them — run and filed by a certified payroll professional
• Loan-ready financial packages when you're buying the next property

Portfolio books years behind? That's common — and fixable. Start with a free file review: we scope the cleanup across your entities and quote it fixed before any work begins.

FAQ

Common questions from investors & agents

I have several LLCs — do you charge per entity?

Pricing follows the actual volume of work, not a flat per-LLC fee. A holding company with two quiet single-property LLCs is very different from five active entities with intercompany transfers. Tell us your structure and we'll quote it plainly — multi-entity portfolios are custom-scoped from $550/month.

Do you work with flippers as well as landlords?

Both. Rentals get per-property profit & loss with security deposits tracked correctly; flips get project costing — acquisition, holding, and rehab costs per property — so you know your true margin at sale, not at tax time.