The Perfect Plan for Your Growing Business
Selecting the right bookkeeping plan is essential for keeping your real estate business financially strong and future-ready. Our service packages are designed to meet you where you are; whether you’re a solo investor, growing your portfolio, or managing a full team. Each plan adapts as your business expands, ensuring you always have the financial support, clarity, and accuracy you need to scale with confidence.
Onboarding Fee
QuickBooks/Xero Setup, Catch-Up - $1,000
Customized chart of accounts (by property/entity)
Historical clean-up and reconciliation
Catch-up of backlogged transactions
Basic Package
Perfect for individuals and small teams just getting started.
Essential Package
Ideal for growing teams and businesses needing more capabilities.
Advanced Package
Designed for large teams and enterprises with advanced needs.
$350+/mo
Portfolio Size: 1-5 Properties
Complexity: Multiple properties of consistent strategy (i.e. all LTR’s, all STR’s, etc.)
Accounts: Categorization & reconciliation of up to 3 accounts (bank/credit card).
Class/property tracking for income & expenses.
Monthly financial statements (P&L, Balance Sheet).
Standard chart of accounts for real estate investors.
Quarterly review call (30 minutes).
$750+/mo
Includes everything in Basic, plus:
Portfolio Size: Under 10 Properties
Complexity: Multiple Properties, Companies, Streams of Income, Partnerships, Groupings (i.e. reporting by state owned in, etc.), Tax Schedules (i.e. Schedule C vs E vs 8825)
Accounts: Up to 5 accounts included (bank, credit, loan).
Loan tracking & owner distributions.
Advisory support (e.g., capital vs. expense review).
1099 Preparation: 10 Included, $5 per 1099 afterwards.
$1,150+/mo
Includes everything in Essential, plus:
Investor Facing Reporting: Syndication or Partnership Reporting
Partner Capital Account Tracking
Consolidated financial reporting across entities.
Custom investor-ready reports & KPIs.
Quarterly strategy/advisory call
Real-time reporting dashboards.
Up to 50 W-9 tracking & 1099 filing; $5 per 1099 afterwards
Receipt/document management.
Budget vs. Actuals reporting.
Any Questions?
Feel free to set up a call to chat with us!