Bookkeeping FAQs

Yes. Monthly bookkeeping helps real estate investors keep property income, expenses, owner activity, and entity records organized throughout the year. Clean monthly books make it easier to understand cash flow, review property performance, prepare for tax time, and make more confident decisions across your portfolio.

Yes. We structure the books so activity is clearly organized across properties, entities, bank accounts, and credit cards, making it easier to understand performance and keep the records clean as complexity grows.

Yes. We work with real estate books that involve multiple moving parts and help keep that activity organized in a way that is easier to manage month to month.

Yes. Our goal is to help you move beyond a pile of transactions and toward clearer property-level visibility, so the books are more useful for understanding performance and making decisions.

We can help with cleanup or catch-up bookkeeping and put a more reliable structure in place going forward. That may include separating property, entity, owner activity, and business expenses more clearly

Yes. We primarily use Xero for ongoing bookkeeping and can help with Xero setup or conversion from other accounting software, including QuickBooks. The goal is to create a bookkeeping structure that supports clean monthly records, property-level clarity, and easier year-end coordination with your tax preparer.

That is the goal. We keep the books organized throughout the year so your tax preparer has cleaner, more reliable financials to work from at year-end.

Yes. Your CPA focuses on taxes, not on keeping your books current month to month. A bookkeeper handles the ongoing organization so your CPA has clean, reliable financials to work from at year-end. The two roles work together, not in place of each other.

Yes, as long as we can get clean, consistent data from your payout reports and your dedicated business accounts.

Yes, we can keep your financials consistent and organized so you’re not scrambling for documentation.

Yes. We work with real estate investors at various stages, whether you're managing a few properties or a growing portfolio. What matter most is that you're ready for more a organized, consistent bookkeeping process.

We start with a short kickoff to understand your business (or portfolio), your current bookkeeping setup, and your goals. Then we collect access (accounts, statements, prior reports), confirm your bookkeeping structure (entities/properties if applicable), and set a consistent monthly close cadence.

Pricing is based on your transaction volume, numbers of properties and entities, how many accounts and cards need to be reconciled, and whether cleanup is needed before ongoing monthly work begins. We provide custom pricing after a free consultation so the scope is clear before you commit.