How we work with landlords

Whether you are self-managing or have a property manager, we can help you organize your short-term, long-term, and general business data into easy to interpret financial statements. We understand how important it is for rental owners to see their cash flow in real time. Here’s a preview of what it would be like to work with us!


What we do monthly

  • Classify transactions

  • Reconcile bank, credit card, and loan accounts

  • Track income and expenses by property

  • Prepare profit & loss, balance sheet, and statement of cash flows

  • Prepare for 1099s by requesting vendor W9s

  • Unlimited email support

  • Receipt management

  • Payroll support

  • Monthly Zoom meetings

  • Custom reports

  • Bill pay support

  • Invoicing support

Prices start at $325/month

What we do throughout the year

  • Communicate with your tax preparer and financial advisor

  • File and distribute 1099s to eligible vendors

  • Enter purchases and sales of properties in the books

  • Quarterly review Zoom meetings

Common add-ons

Examples of custom reports

  • Cash flow by property

  • Return on investment

  • Cash on cash return