Our Services

We provide regular bookkeeping services to real estate investors on a timely basis. We understand that every situation and portfolio is unique, so we will work with you to create a customized plan that best suits your needs. Our services include:​

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• Monthly bank/credit card account reconciliation

• Categorization of income & expenses

• General ledger maintenance

• CapEx & Depreciation expense tracking

• Monthly/Quarterly/Annual financial reporting (P&L, BS)

• Property/portfolio-level reporting

• Budget Preparation/Review

• 1099 Reporting

• Collaboration with your CPA & tax professionals

• Year-end tax package for your CPA

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