Our Services

"All packages listed below are backed by CPA-level accuracy and built for peace of mind."

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Basic - Essential Bookkeeping

Starting at $300/month
Ideal for small landlords who own 1 - 3 doors that need dependable monthly bookkeeping at an affordable rate.

Includes:

  • Monthly bookkeeping (transaction categorization + reconciliations)

  • Property-level income & expense reports

  • Loan and mortgage payment tracking (interest vs. principal)

  • Year-end tax package (ready for your CPA)

  • Email support for bookkeeping questions

Book now
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Growth - Full-Service Financials

Starting at $750/month
Designed for investors with 5 - 20 doors, multiple entities, or small multifamily that want deeper insight and cleaner financials.

  • Everything in Basic, plus:

  • Multi-entity bookkeeping (LLCs, holding companies)

  • Detailed property-level P&L and NOI tracking

  • Rehab/CapEx tracking (separating improvements from repairs)

  • Quarterly portfolio performance review call (walkthrough of your numbers)

  • Basic DSCR monitoring for lender readiness

  • Monthly cash flow statement

Book now
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Pro - Virtual CFO Support

Starting at $1,500/month
Suite for syndicators, partnerships, and advanced investors (20+ units or multiple projects) who seek high-level financial guidance and planning without hiring a full-time CFO.

  • Everything in Growth, plus:

  • Capital account tracking for partners

  • Preferred return & distribution waterfall schedules

  • Quarterly investor reporting packages (capital balances, distributions, NOI, occupancy)

  • Advanced DSCR, IRR, and cash-on-cash return reporting

  • On-demand lender packages (customized financials)

  • Virtual CFO support (budgeting, forecasting, KPI dashboards)

Book now

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. Let’s simplify your books.!