Services
for real estate investors

Helping real estate investors simplify their bookkeeping so they can improve their financial clarity and grow their portfolios.

bookkeeping Diagnostic review consultation call

Bookkeeping Packages

Basic Package

Starting at

$475/mo

For small investors or new real estate owners who need foundational accounting support.

Interested?
Request a consult

Core services

  • Monthly bookkeeping (up to 75 transactions)
  • Basic profit & loss statement
  • 2 Bank account reconciliations
  • 1 credit card reconciliation
  • End-of-year financial reports

Bonuses

  • Private client portal for document sharing
  • Monthly newsletter
  • On-demand email support (response within 48 hours)
  • quarterly client-only webinars on financial best practices for real estate investors

Growth Package

starting at

$725/mo

For investors managing multiple properties who want deeper financial insights to grow their portfolio.

Interested?
Request a consult

Core services

Includes everything in the Basic Package plus…

  • Monthly bookkeeping (up to 200 transactions)
  • 4 Bank Account Reconciliations
  • 1 Credit Card Reconciliation
  • Up to 5 Loan/mortgage reconciliations
  • Customized monthly financial statements (including cash flow tracking)
  • Monthly strategy call
  • Limited support for audit preparation

Bonuses

  • Dedicated client success manager
  • Priority email support (response within 24 hours)
  • Access to real estate accounting templates (budgeting, expense tracking, etc.)
  • Exclusive access to a private investor network for resource sharing and referrals
  • Discounted access to real estate financial tools (negotiated rates with third-party services)

premium Package

starting at

$1,800/mo

For large investors who want full financial oversight, real-time insights, and CFO-level advisory.

Interested?
Request a consult

Core services

Includes everything in the Growth Package plus…

  • Owner distribution and return-on-investment analysis
  • Real-time financial dashboard (integrated with property management software)
  • Bi-monthly CFO advisory meetings (strategic planning and portfolio growth analysis)
  • Tax optimization strategies (including 1031 exchange planning and cost segregation
    studies)
  • Budgeting and forecasting for acquisitions and renovations
  • Full audit support
  • Personalized KPI tracking and reporting
  • Assistance with lender reporting requirements

Bonuses

  • VIP client hotline for immediate support
  • White-glove onboarding service
  • Annual real estate market trend report tailored to the investor’s portfolio
  • Complimentary entry to an annual investor retreat (educational and networking event)
  • 1-on-1 financial coaching session per quarter for personal wealth-building strategist

Bookkeeping Packages

Basic Package

Starting at

$475/mo

For small investors or new real estate owners who need foundational accounting support.

Interested?
Request a consult

Core services

  • Monthly bookkeeping (up to 75 transactions)
  • Basic profit & loss statement
  • 2 Bank account reconciliations
  • 1 credit card reconciliation
  • End-of-year financial reports

Bonuses

  • Private client portal for document sharing
  • Monthly newsletter
  • On-demand email support (response within 48 hours)
  • quarterly client-only webinars on financial best practices for real estate investors

Growth Package

starting at

$725/mo

For investors managing multiple properties who want deeper financial insights to grow their portfolio.

Interested?
Request a consult

Core services

Includes everything in the Basic Package plus…

  • Monthly bookkeeping (up to 200 transactions)
  • 4 Bank Account Reconciliations
  • 1 Credit Card Reconciliation
  • Up to 5 Loan/mortgage reconciliations
  • Customized monthly financial statements (including cash flow tracking)
  • Monthly strategy call
  • Limited support for audit preparation

Bonuses

  • Dedicated client success manager
  • Priority email support (response within 24 hours)
  • Access to real estate accounting templates (budgeting, expense tracking, etc.)
  • Exclusive access to a private investor network for resource sharing and referrals
  • Discounted access to real estate financial tools (negotiated rates with third-party services)

premium Package

starting at

$1,800/mo

For large investors who want full financial oversight, real-time insights, and CFO-level advisory.

Interested?
Request a consult

Core services

Includes everything in the Growth Package plus…

  • Owner distribution and return-on-investment analysis
  • Real-time financial dashboard (integrated with property management software)
  • Bi-monthly CFO advisory meetings (strategic planning and portfolio growth analysis)
  • Tax optimization strategies (including 1031 exchange planning and cost segregation
    studies)
  • Budgeting and forecasting for acquisitions and renovations
  • Full audit support
  • Personalized KPI tracking and reporting
  • Assistance with lender reporting requirements

Bonuses

  • VIP client hotline for immediate support
  • White-glove onboarding service
  • Annual real estate market trend report tailored to the investor’s portfolio
  • Complimentary entry to an annual investor retreat (educational and networking event)
  • 1-on-1 financial coaching session per quarter for personal wealth-building strategist

Ready to

get started?

Request a Consult
step 1
request a

consult

Fill out our consult request form – if we’re a good fit we’ll get a call on the calendar

step 2
pick your

package

Based on our conversation, we’ll pick the package that’s perfect for your business

step 3
master your

bookkeeping

We’ll transform your scattered receipts into accurate, organized financial records

Other Services

$250

One-Time Payment

Your review includes:

  • Initial consultation call
  • In-depth review of your books
  • Detailed report outlining our findings
  • Review call to go over everything
  • 2 weeks of email Q+A support

Diagnostic Review

Not sure where your books stand?

Get a professional assessment of your current bookkeeping system. This one-time review includes a thorough check of your books, personalized feedback, and actionable recommendations to ensure your records are accurate and compliant. Perfect if you’re not ready to fully outsource but need a solid game plan.

Purchase a Diagnostic Review

Consultation Call

Get your bookkeeping questions answered!

Spend 45 minutes talking with a CPA about all of your real estate investor bookkeeping questions.

Purchase a consultation

$250

One-Time Payment

includes:

  • Private 45 minute call with a CPA to answer your bookkeeping questions