Bookkeeping for Small Multifamily Operators

Best for:

Smaller rental portfolios or professional service firms needing compliant, tax-ready books with minimal support. 

What’s included

• After-the-fact bookkeeping (Designed for portfolios averaging up to 100 transactions per month )
   
• Monthly reconciliation
   
• Profit & Loss and Balance Sheet
   
• Year-end CPA tax file
   

What this tier is not

• Ongoing explanation or interpretation
   
• Payroll processing
   
• Advisory or planning support
   

Designed for compliance and tax readiness only.

 ⭐ Most Popular for Multifamily Operators 

Best for:

Small multifamily operators with 2–20 units who want consistent monthly reporting and structured financial oversight. 

What’s included

• Ongoing monthly bookkeeping with month-end close  (Designed for portfolios averaging up to 250 transactions)

• Monthly financial reports

• Email support

• Monthly Loom financial review

• Optional quarterly Zoom review

• Year-end CPA tax file

What this tier is not

• Cash-flow forecasting or budgeting

• Controller or CFO-level services

Best for:

Growing rental portfolios with multiple entities that need deeper financial insight and regular review calls. 

What’s included

• High-touch monthly bookkeeping  (Up to 500 transactions)

• Ongoing explanation and interpretation

• Customized reporting or class tracking

• Monthly or quarterly Zoom review calls

• Priority support

• Year-end CPA tax file

What this tier is not

• Controller or CFO-level services

• Operational management

• Unlimited or on-demand support

Designed for complex rental portfolios and multi-entity structures requiring embedded financial oversight. 

Best for:

Businesses with multiple entities or complexity requiring involvement beyond standard bookkeeping tiers.

What’s included

• Custom-scoped bookkeeping and financial support

• Multi-entity or consolidated reporting

• Frequent review and collaboration

• Tailored workflows and reporting

• Priority access and communication

What this tier is not

• A fixed monthly package

• One-size-fits-all services

For existing bookkeeping clients who want to review financials or ask bookkeeping-related questions outside their included support level. 

Full payroll processing is available for clients who prefer not to run payroll themselves.

Includes payroll runs, filings, and reporting. Payroll software subscriptions are billed separately.

• W9 collection and tracking
   
• 1099-NEC form preparation
   
• IRS e-filing + contractor copies
   
• January deadline compliance

Sales tax reporting and filing services are available for businesses with filing requirements.

Multi-state or complex filings are handled on a case-by-case basis.

For businesses that need prior periods corrected, reconciled, or brought up to date.

Cleanup and catch-up work is scoped and quoted separately before work begins.

Starting at $300/quarter (plus QBO)

• Quarterly reconciliations
   
• Categorization & statements
   
• Tax prep support

• Bookkeeping basics
   
• QBO training
   
• Real estate-specific bookkeeping
   
• Live Zoom session with Q&A

For urgent or last-minute requests that require work to be prioritized ahead of scheduled tasks.