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Get Control of Your Real Estate Finances — All in One Toolkit.
Download your Free Real Estate Investor Financial Toolkit and finally bring structure, clarity, and confidence to your property accounting.
Why Real Estate Investors Need This
Managing multiple properties, loans, and transactions doesn’t have to mean messy spreadsheets and guesswork.
Whether you have one rental or a growing portfolio, this toolkit helps you:
✅ Track income and expenses clearly for each property
✅ See exactly where your cash is going each month
✅ Stay compliant with security deposits and owner equity tracking
✅ Understand your true ROI and loan payoff timelines
Finally — the clarity your accountant wants and the insight your business deserves.
What’s Inside the Toolkit
Your Real Estate Investor Financial Toolkit includes five essential templates designed by accounting professionals who specialize in real estate bookkeeping to record transactions necessary for monitoring business performance, annual tax preparation, and future financial planning:
1️⃣ General Ledger Template - Record income, expenses, and transfers — provide clear property profitability and investor reporting
2️⃣ Expense Tracker - A simplified way to categorize and summarize all property-related costs month by month — organized for tax season
3️⃣ Security Deposit Liability Schedule - Easily monitor deposits held, returned, and forfeited — give transparency to your compliance liabilities
4️⃣ Owner’s Equity Schedule - Track capital contributions, withdrawals, and accumulated earnings for each property or partner — know your worth
5️⃣ Loan Amortization & Payoff Schedule - Calculate monthly principal and interest, project your loan payoff timeline — identify cash flow possibilities
If you’ve ever said “I’ll organize my books later,” this toolkit was made for you.
Download your free toolkit.
Build a Clearer Picture of Your
Real Estate Finances — STARTING TODAY!
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At The Balanced Trellis, we help real estate investors build financial systems that support growth — not chaos.
From bookkeeping and cleanup to custom QuickBooks setups, we create the structure you need to make smart, confident business decisions.
This toolkit is the first step toward professional-grade real estate accounting — simplified for you.
