Accounting Services for Building Owners

Basic Accounting Package

Perfect for owners with a small portfolio (1–5 buildings)

  • Categorization of up to 100 transactions per month

  • Bank & credit card reconciliations

  • Rent income tracking

  • Property-level Profit & Loss statements

  • Monthly/Quarterly financial reports (P&L, Balance Sheet)

  • Support for one bank account

  • Cloud accounting setup in QuickBooks

  • Email support

  • Year-end financial package for your CPA or tax preparer

Ideal for: Owners who want simple, accurate bookkeeping and clear monthly reports — without the hassle of managing it themselves.

Standard Accounting Package

For growing portfolios (5–20 buildings)

  • Categorization of up to 300 transactions per month

  • Reconciliations for multiple bank accounts

  • Rent collection and cash flow tracking

  • Security deposit accounting (including trust/escrow tracking)

  • Property-level income & expense reporting

  • Monthly/Quarterly owner statements

  • Cash flow reports and insights

  • Email + phone support

  • Ongoing QuickBooks management and maintenance

Ideal for: Building owners who need more detailed reporting, cash flow visibility, and organized support as their portfolio expands.

Get the Clarity You Need to Grow Confidently

No more guessing where your income goes or how your buildings are performing. Schedule a free consultation today to find the best accounting solution for your portfolio — and get the financial clarity every building owner deserves.

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Premium Accounting Package

For established investors and portfolios with 20+ buildings

  • Unlimited transaction categorization

  • Full bank, credit card, and escrow/trust reconciliations

  • Complete accounting cycle (A/R, A/P, owner draws, vendor payments)

  • Custom financial dashboards and portfolio metrics

  • Monthly owner statements + year-end summaries

  • Budgeting & forecasting per property

  • KPI tracking (occupancy rate, rent collected %, maintenance costs, etc.)

  • Monthly financial review & strategy call

Ideal for: Experienced building owners and real estate investors seeking advanced financial insight, proactive analysis, and a dedicated bookkeeping partner.