Bookkeeping
Books that make tax season boring.
Monthly bookkeeping built for rental portfolios: every transaction categorized per property, clean profit-and-loss statements, receipts captured — so your return practically files itself.
What you get
Every dollar, assigned to a property.
- Monthly categorization of all rental income and expenses — no year-end shoebox.
- Profit & loss by property, plus a portfolio rollup so you can see winners and losers at a glance.
- Bank and credit card reconciliation every month, so nothing slips through.
- Receipt and document capture in the client portal — audit-ready as you go.
- A clean year-end package your preparer can file from directly.
Why investor books are different
Not generic small-business bookkeeping.
Rental bookkeeping has its own rules, and most generalist bookkeepers don't know them. We track per property — never one blended P&L — and we know the difference between a repair and an improvement, how to handle security deposits, owner contributions and distributions, and multi-entity, multi-state structures. Short-term rentals get their own expense treatment: platform fees, turnover costs, furnishings. Your books reflect how investors actually think about their portfolio.
How it works
Set up once. Then it's handled.
- 1. Setup.We connect your bank and credit card accounts, build your chart of accounts around your properties and entities, and import history so you're current from day one.
- 2. Monthly close.Each month we categorize, reconcile, and send your P&Ls — with a short note on anything that looks off or needs your eyes.
- 3. Tax time.Clean books flow straight into your return. If we're your preparer, there's no handoff at all. If you have another CPA, they get a package they'll actually enjoy opening.
Cost
Flat monthly. Quoted up front.
Priced by portfolio size and transaction volume — you approve the number before any work starts. Catch-up bookkeeping for prior months is quoted as a separate fixed-fee project.
FAQ
Bookkeeping questions.
Do I need bookkeeping if I only have one rental?
Even one rental generates dozens of deductible transactions a year — and missed ones are missed deductions. Clean books also make your tax return cheaper and faster to prepare, and they're essential if you ever get a notice from the IRS.
Can you clean up my books from earlier this year?
Yes. Catch-up bookkeeping is quoted as a fixed-fee project based on how many months need work and how messy things are. Monthly service takes over from there.
Do you work with my existing CPA?
Yes. We deliver a clean year-end package your preparer can file from directly. And if we're already doing your taxes, the books flow straight into the return — no handoff needed.
Next step
Stop reconciling on Sundays.
Fifteen minutes with Corben: how many properties, how messy the books are, and a flat monthly number. If your books are already clean, we'll tell you to keep doing what you're doing.