Accounting & Reporting
Bank-level financials, tax-ready statements, and a rent roll that is always current.
How we handle it
Every transaction — rent, fees, maintenance, deposits — is recorded to your property ledger as it happens. Monthly statements reconcile everything and are formatted for your CPA.
We handle escrow accounting, security deposits in trust accounts, and year-end tax documents. Your accountant gets clean, complete numbers they can rely on.
How it works
1
Record
Every transaction is logged as it happens.
2
Reconcile
Statements are balanced against bank activity monthly.
3
Report
Clean reports land in your portal on a schedule.
4
File
Year-end documents are prepared for your CPA.
You keep control
Your CPA (we hand them everything, ready to go)Visibility into every line item, in real timeNothing to organize — statements find you
What's included
- Real-time property ledger in your owner portal
- Monthly owner statements that reconcile to the penny
- Tax-ready year-end reports and 1099 filing support
- Escrow and security-deposit trust accounting
- Aging reports, rent rolls, and expense summaries
- Dedicated support when your CPA has questions
Get a Free Proposal
Includes a rental market analysis.
Often paired with
Ready to hand over the work?
Get a free proposal with a rental market analysis for your property — no obligation.