Rental Investor Back Office Services

• You own rental property and your records are scattered
• You want cleaner numbers before tax season
• You need help tracking income and expenses by property
• You pay contractors and need better 1099 records
• You are not sure if repairs should be tracked separately from improvements
• You want simple reports that show how each property is performing
• You are preparing to buy, sell, refinance, or organize your portfolio

1. Portfolio Review
We review your properties, current tracking system, documents, and pain points.

2. Back Office Setup
We create or clean up your tracking categories, folders, reports, and document flow.

3. Monthly or Quarterly Support
We help keep income, expenses, contractors, and documents organized throughout the year.

4. Tax-Ready Organization
You receive cleaner records for tax preparation, financing, selling, or portfolio decisions.

Best for investors who need a one-time cleanup or system setup.

Includes basic organization of income, expenses, documents, categories, and property tracking.

Best for landlords who want ongoing support.

Includes monthly income and expense organization, document collection, vendor tracking, and property-level reporting.

Best for investors who want a higher-level review without monthly support.

Includes quarterly cash flow review, tax-ready report organization, and next-step planning.