Can you track multiple properties in one QuickBooks file?

Yes — we typically use classes or locations within a single file to track each property separately while still rolling numbers up at the portfolio level.

Do you work with property management companies?

Yes, we coordinate with property managers on statements and reconciliations as part of the monthly process.

Can you prepare reporting for investors or partners?

Yes, we build reporting packages suited to what your investors or partners need to see.

Home / Real Estate Accounting

Real Estate Accounting

Property-level books that roll up into a portfolio view you can actually use to make decisions.

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Who this is for

Landlords with multiple properties

Investors who need each property tracked separately but reported on together.

Real estate syndicators

Sponsors who need clean financials to report back to investors.

Investors scaling past self-managed books

Owners whose portfolio has outgrown a single spreadsheet or a single QuickBooks file.

What we do

Property-level bookkeeping

Income and expenses tracked by property, so you know what each asset is actually doing.

Portfolio reporting

Roll-up reporting across your properties for a full picture of performance.

Investor reporting

Financial reporting packages built for LPs and investors, where applicable.

Reconciliations & cash flow tracking

Monthly reconciliations so distributions and reserves are based on accurate numbers.

How we get started

1
Free consultation
We discuss your portfolio structure and current accounting setup.
2
Chart of accounts & class setup
We structure your books by property/class so reporting rolls up cleanly.
3
Ongoing monthly accounting
Reconciliations and reporting on a predictable schedule.

Common questions

Can you track multiple properties in one QuickBooks file?: Yes — we typically use classes or locations within a single file to track each property separately while still rolling numbers up at the portfolio level.
Do you work with property management companies?: Yes, we coordinate with property managers on statements and reconciliations as part of the monthly process.
Can you prepare reporting for investors or partners?: Yes, we build reporting packages suited to what your investors or partners need to see.

Ready to talk about your books?

A 30-minute consultation is the fastest way to find out whether we’re the right fit — no pressure, no sales script.