FOR REAL ESTATE INVESTORS, OPERATORS AND PROPERTY MANAGERS
Bookkeeping built for real estate.
A P&L for every property, clean books for every LLC, and lender-ready packages from a team led by a former bank lender.
Who we work with
Rental portfolios
Flips and BRRRR
Short-term rentals
Developers
Property managers
What we hear from investors
There's no P&L by property, so you can't tell which one carries the portfolio and which one drains it.
Several LLCs run through one bank account, and the entities are commingled.
Rehab costs on flips get mixed with repairs on rentals, and capital improvements get expensed.
Security deposits are recorded as income.
Closing statements never get recorded, so purchase costs and loan balances are wrong.
The full mortgage payment is booked as an expense, so the loan balance on your books never goes down.
Airbnb and VRBO payouts are booked net, hiding platform fees and cleaning costs.
Your lender asks for a P&L or DSCR package, and it takes weeks to produce.
What you get every month
- Income and expenses tracked by property and by entity
- Rent roll tie-out and security deposit tracking
- Closing statements recorded on every purchase, sale and refinance
- Mortgage principal and interest split on every loan
- Every bank, credit card and loan account reconciled
- Management report with a P&L for each property and a written summary, reviewed with you on a live call
- A year-end tax-ready package for our partner CPA firm or your own CPA
When you're ready for more
Blueprint
From $595/mo.
- NOI, cash-on-cash return, DSCR and cap rate for every property, plus a 13-week cash forecast.
Framework
From $1,495/mo.
- An annual hold, sell or refinance review, deal underwriting, and your business tax return through our partner CPA firm.
Keystone
From $2,995/mo.
- Investor reporting, capital accounts, multi-entity consolidation and refinance packages.
Advisory packages are added to Core Books (from $500/mo).
We work in QuickBooks Online and
the platforms you already use
AppFolio
Buildium
Yardi
Stripe
Gusto
QuickBooks Online
ADP
Who you'll work with
Rhea Cofer
Founder & CEO
Virginia
Operations Manager
Jeric, CPA
Certified Public Accountant
Oliver
Bookkeeper
Jurelie "Nikki"
Bookkeeper
Investor questions
Yes. We set up each entity cleanly, record transfers between them correctly, and report by property within each one.
Yes. Our team has worked with AppFolio, Buildium and Yardi, and we tie your owner statements and rent roll to the books every month.
Yes. Lender-ready packages are part of Framework, and DSCR and refinance packages are part of Keystone.
Yes. Most investors start with a fixed-fee cleanup scoped from our diagnostic, then move into monthly bookkeeping.
Know which properties earn, and which ones cost you.
Free, no-obligation diagnostic review with our senior team.
