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Our Services

You may only need one, some, or all of these services. We do not offer preset tiered pricing. We listen to your needs and work with you to develop appropriate and affordable solutions.

Performance Insight & Reporting

Understanding the health of your portfolio is key to making profitable decisions. We provide clear, timely financial reports, including balance sheets and profit & loss statements, so you always know where you stand. Our expert analysis on cash flow, ROI, and cap rates gives you the insights you need to confidently evaluate new acquisitions, manage existing properties, and plan for the future.

Strategic Support & Compliance

Financial Clarity & Bookkeeping

Building clear, organized finances can pave the way for your real estate business plans. We manage all your day-to-day transactions, from rental income and expenses to vendor payments and mortgage interest. We efficiently reconcile your accounts, ensuring every detail is accounted for so you can have complete peace of mind.

Specialized Service & Advisory

Growing your real estate portfolio means your financial needs are always evolving. We provide specialized services including payroll, cost segregation analysis, lender reporting and audit preparation to help you confidently navigate your personal journey. Our commitment is to offer the solutions you need to scale your business and your life outside of it.

Organize Financial Records
Record Monthly Transactions
Accounts Payable and Receivable
Expense Tracking
Bank Reconciliation

Monthly Financial Statements
Tailored Reports for Landlords, Investors, & Property Managers
Key Performance Indicators
Cash Flow Management
Regular Performance Reviews

Navigating the financial and tax complexities of real estate does not have to be a guessing game. We work closely with your CPA to ensure a seamless process, helping you remain compliant with tax requirements, adhere to lender covenants, and strategize for tax savings. Our goal is to proactively manage your finances to help you stay ahead of the curve and focus on your long-term strategy.

Assist with Tax Return Preparation
1031 Exchanges
Depreciation Tracking
Tax Savings Strategies
Lender Annual Reporting Requirements

Payroll Services
Cost Segregation Analysis
Investment Purchase/Disposal Analysis
Audit Preparation

Frequently Asked Questions

What services do you offer?

We offer a host of services depending on the size and needs of your real estate portfolio. We provide robust bookkeeping and tailored reporting on a schedule that is relevant to you-monthly, quarterly, annually. We offer additional strategic support and specialized advisory services that may arise on an as-needed basis and we are always available and willing to discuss any additional services that are needed as you grow or maintain your portfolio.

What programs and tools do you use?

We use a host of tools to help with the sharing of information that is needed to complete effective accounting tasks. They are easy to use and we always make sure you are comfortable with how the information is being shared, considering efficiency, effectiveness and security. Some of the programs we use are Quickbooks, Hubdoc, Melio, and TaxDome. Again, once we discuss the scope of the services you need, we will decide which are the most appropriate. Not all investors need all of these programs.

Who is your target audience?

Our target audience is any real estate investor who needs help with their finances. We focus on small to midsize REIs, especially those who may feel unsure about their financial decisions and processes. Maybe you unexpectedly fell into the opportunity to own a piece of property, maybe you sought out your first single-family home rental, maybe you are branching out to vacation rentals OR maybe you are adding your fourth property to your portfolio, running a business with 200 doors, or looking to hire a property manager and other employees. Often times, your real estate venture did not come with an accounting degree, so you may not feel comfortable with recording the transactions that are necessary to report on your business. No matter what your situation is, we are here for you!

The consultation is just a chance to have a conversation about your business and your pain points. Once we learn about how you are operating and what you need, we can provide a detailed proposal of solutions allowing us to partner with you in reaching your goals. We are not high pressure at all and want to find investors seeking long-term, trusted relationships.

What is included in the free, no obligation consultation?

Do you provide accounting services for other types of businesses?

Our experience has spanned many different businesses and industries outside of real estate groups, including consultants, small businesses, education institutions and medical practices. If you are in need of bookkeeping or reporting services for any of these types of businesses, of course, we would be happy to speak with you and see if we can help.

Meagan made my record keeping stress-free and approachable. Highly recommend her services!

Kate A.

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★★★★★