For your next deal
Flip-project bookkeeping
Connect the purchase, rehab, financing and sale to one property record. Keep the detail behind your project totals easy to follow.
Learn more about Flip-project bookkeepingBookkeeping for real estate investors.
Keep the deals moving.
We’ll help keep the books in order.
Monthly bookkeeping and cleanup that connect your accounts to your properties—from flips and wholesale deals to rental portfolios.
Start with your questions. Get a clear scope and a custom quote.
Every property has a story.
Your books should tell it clearly.
- Reconciled bank and card accounts
- Records organized by property
- Open questions with clear next steps
What needs attention
in your books?
Keep up with the month, catch up on the past, or follow a property from purchase to sale. Start with the support your business needs now.
For a regular monthly close
Monthly bookkeeping
Keep bank and card accounts reconciled, transactions assigned to the right property, and unanswered questions on a clear follow-up list.
Learn more about Monthly bookkeepingFor books that have fallen behind
Cleanup & catch-up
Get older projects back in order. Review missing records, investigate duplicate entries and rebuild a supported starting point.
Learn more about Cleanup & catch-upManaging a busier portfolio? Ask about a dedicated bookkeeper or payroll coordination.
Bookkeeping that fits your property business.
The records you need depend on how your business operates. We start with the properties, deals and accounts involved, then agree on the work and reporting.
How we workReal estate flips
Connect the purchase closing, renovation invoices, financing and sale to a consistent property record. Keep final bills visible after the sale.
Wholesale deals
Organize deal documents, deposits, recorded fees and business expenses. Match receipts and payments to the deal and the supporting records.
Rental portfolios
Keep rental receipts, operating expenses and account reconciliations organized by property and entity, with open questions ready for review.
Property management businesses
Bring operating books, management income and business expenses into a regular monthly process. Client funds and trust-account work require a separately confirmed scope.
A practical way to get started.
Whether your books are current or several months behind, the first step is understanding what you need.
Tell us about the projects
Share the number of properties, your software and the part of the bookkeeping that needs attention.
Agree on the work
We confirm the records, responsibilities and reporting you need, then provide a custom quote.
Build a repeatable routine
Set up document access, review open questions and agree on a schedule for the books.
You don’t need perfect books to have a useful first conversation.
Book a callSold the property?
Finish the project file.
Our flip closeout checklist helps you review closing documents, final bills and outstanding questions in one place.
- Match the proceeds to the sale statement
- Check final invoices and refunds
- Assign outstanding questions
- Save the reviewed project records
Follow the project, not just the bank feed.
Start with the property file, keep financing and rehab activity traceable, then close the project without losing the last bills.
A flip project folder that survives the final closing
Build one project file that connects earnest money, rehab records, funding, and the final sale.
Read guide : A flip project folder that survives the final closingTrack rehab loan draws from request to bank deposit
Keep requested, approved and funded rehab draws separate. Use a worked draw register to explain fees, partial approvals and missing deposits.
Read guide : Track rehab loan draws from request to bank depositClose a sold flip without losing the last bills
Use a controlled closeout list to reconcile a sale while keeping late invoices and unresolved items visible.
Read guide : Close a sold flip without losing the last billsQuestions about real estate bookkeeping?
Here are a few things investors ask before getting started.
Discuss your bookkeepingWhich real estate businesses do you support?
We support real estate investors working on flips, wholesale deals and rental portfolios, as well as the operating books of property management businesses. We confirm the entities, accounts, software and reporting needs before agreeing on the engagement.
Explore bookkeeping servicesCan you organize records by property or deal?
Yes. A consistent property or deal code connects transactions, supporting documents and open questions. When several properties share a business account, the account reconciliation and the individual property records should remain separately understandable.
See a project-folder exampleWhy does my rehab report differ from money leaving the bank?
The reports may cover different dates, payment accounts or transaction bases. Unpaid bills, card purchases, transfers and refunds can all affect the comparison. First define both totals, then explain the difference with supporting records.
See a comparison exampleHow should earnest money connect to the purchase closing?
Keep the original payment evidence and the final settlement statement together. The deposit may be credited in the closing calculation; it should not be mistaken for another new payment. Also identify which entity or person made the original deposit.
Trace an earnest-money depositWhat bookkeeping support can wholesalers request?
We can discuss organizing deal documents, deposits, recorded fees and business expenses, then reconciling the related account activity. The scope follows your actual transaction records. Legal structure and tax treatment of a deal are outside this bookkeeping service.
Review monthly bookkeepingDo you work with rental owners and property managers?
Yes. Monthly support can cover property-level records for rental owners and operating bookkeeping for management businesses. Client funds, beneficiary ledgers and trust-account reconciliations require a separately confirmed scope; they are not automatically included.
Discuss the monthly scopeCan bookkeeping begin midway through a renovation?
Yes. The first step is to inventory the acquisition, funding and rehab records already available, identify the last supported account reconciliation and list missing evidence. An existing backlog is scoped alongside the current work.
Review cleanup and catch-upIs the file finished as soon as the property sells?
Not necessarily. Final supplier bills, refunds and closing questions can arrive later. Keep a closeout list with the evidence needed, a responsible person and a review date. Label preliminary and revised reporting packages clearly.
Keep the last bills visibleDo you provide tax advice or decide which costs are deductible?
This service organizes bookkeeping records and supporting schedules. Tax treatment, entity advice and return preparation belong with the appropriately engaged tax professional. Keep that decision separate from collecting and tracing the underlying documents.
Read about the serviceWhat should I prepare for a quote?
Start with your business type, number of properties or deals, entities, bank and card accounts, software and months needing attention. Mention whether the priority is monthly support, a project, a cleanup or payroll coordination. Pricing is quoted after the scope is understood.
Describe your bookkeeping needs