Clear, Accurate, and Tax-Ready Financials, for Every Property You Own!!
WHAT YOU GET AS A RENTAL PROPERTY INVESTOR
Owning rental property should build wealth — not stress.
I help investors have clean books, understand their numbers, review for maximizing tax benefits, and stay tax-ready year-round. Whether you own one property or a growing portfolio, you get bookkeeping built specifically for real estate.
You’ll get:
Accurate tracking of rental income & payouts
Depreciation & capital improvement tracking
Reconciliation of property management statements as well as Airbnb, VRBO, and Booking.com statements
Expense tracking
Monthly owner statements you can actually understand
STR-specific tax support (material participation, 7-day rules, etc.)
Cash-flow clarity, as well as other information, for each separate property
SHORT - TERM (STR) RENTAL BOOKKEEPING
Short-term Rentals are a different world — and your bookkeeping must reflect that!
I help STR owners track:
Rental income & payouts
Depreciation & capital improvement
Vendor, cleaner, maintenance and/or turnover costs
Guest refunds and adjustments
Dynamic pricing payouts
Platform fees, occupancy taxes, etc.
Segregated income and cash results by property
Occupancy trends
Monthly performance dashboards
You’ll always know exactly how your STR is performing — and what’s deductible
Long-Term and Medim-Term Rental Bookkeeping
Reliable rentals still require precise bookkeeping
I help track:
Rent payments
Late fees
Security deposits
Repairs vs. capital improvements
Mortgage escrow accounting
Owner distributions
Year-end tax reporting
Your books stay clean, organized, and ready for tax season.
Tax-Ready Financial for Investors
Rental property bookkeeping isn’t just about tracking numbers — it’s about protecting deductions and maximizing returns
I help you stay compliant with:
Passive vs. non-passive activity rules
STR material participation documentation
Cost segregation support
Depreciation schedules
1099 vendor reporting
Year-end CPA packages