Your bookkeeping partner in real estate

 Real estate bookkeeping involves tracking income, expenses, assets, and liabilities related to property management, real estate investments, and sales. It ensures accurate financial reporting and compliance with tax laws. 

 Our services are ideal for real estate investors, property managers, landlords, real estate agents, and brokerages. 

The Portfolio Bookkeeper specializes in residential and commercial properties, as well as new developments and investment properties.

 Yes, we provide specialized bookkeeping services tailored for short-term rental hosts, including income tracking, expense categorization, and occupancy reporting. 

 We prepare detailed financial records and reports to simplify your tax filing process, and we can coordinate with your CPA or tax professional. 

Quickbooks Online.

Your books will be categorized weekly and reconciled monthly. 

 Our monthly service includes bank and credit card reconciliation, income/expense tracking, financial statements, and cash flow reports. Custom reports are also available upon request. Accounts Receivable/Payable and invoicing available with selected package.

 Yes, we offer one-time or ongoing clean-up services for clients who need help getting their books back in order. 

 Pricing depends on the number of properties, complexity of the financials, and service frequency. Contact us for a custom quote. Minimum monthly subscription priced at $250/mo.

 Yes, each client is assigned a dedicated bookkeeper who understands your business and provides personalized service. 

 Absolutely. We use secure, encrypted systems and follow best practices to protect your sensitive financial information. 

 Yes, we regularly collaborate with CPAs and tax professionals to ensure consistency and compliance. 

 You can get started by scheduling a free consultation through our website or contacting us directly for more details.