FAQ – Bookkeeping for Real Estate Investors

We support residential and commercial landlords, short-term rental hosts, fix-and-flip businesses, and multifamily investors.

Yes. We use class or location tracking in QuickBooks or Xero to organize income, mortgage payments, and expenses per property.

We reconcile data from Airbnb, Vrbo, property managers, and direct deposits to provide unified monthly reporting.

We track common deductions like mortgage interest, property taxes, repairs, HOA fees, insurance, depreciation, and travel.

Yes. We prepare reports in a format your CPA can use to complete Schedule E and assess property-level profitability.

Yes. We help track partner contributions, investor distributions, and capital accounts if you’re running a syndication or joint venture.

While we don’t file exchange paperwork, we keep detailed records of original basis, improvements, and property sale data.

We assist with fixed asset tracking and coordinate with your CPA to ensure proper depreciation entries are reflected in the books.

Yes. We support layered structures and maintain separate books for each entity with consolidated summaries if needed.

We categorize and reconcile property management fees and ensure they align with your agreements and monthly statements.

Yes. We help dual-role clients keep their commission income and investment activity clearly separated for tax and reporting.

Yes. We distinguish between repair expenses and capital improvements so you can treat them properly for tax and valuation.

Yes. We can format reports to meet lender requirements for rental property loans or portfolio reviews.

We use QuickBooks Online and Xero, customized to support real estate-specific chart of accounts and reporting structures.

Book a free consultation with our team. We’ll review your portfolio and structure a bookkeeping plan around your current and future real estate holdings.