Free guide

The Rental Property Bookkeeping Checklist.

A portfolio that cash flows overall can still hold a property that is bleeding. This is the routine two CPAs use to keep investor books clean enough to tell the difference. Free, one email, no hoops.

What’s inside
  • ✓ The monthly routine, in order
  • ✓ Per-property tracking, so you know which door pays
  • ✓ Repairs vs. improvements, the costliest call you make
  • ✓ Security deposits and escrow handled right
  • ✓ 1099s and W-9s, collected before you pay
  • ✓ Six red flags that your books need help

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When you’re ready for more than a checklist

Find out what shape your books are really in.

Our In-Depth Diagnostic Review is how most owners start with us: two CPAs go inside your actual books and tell you the truth, in writing and on video. $497, credited toward your first month.

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