Bookkeeping for Real Estate Agents & Investors

Whether you’re a Realtor®, landlord, or buy-and-hold investor, you need clear financials to understand profitability and prepare for tax time. I provide simple, accurate real estate bookkeeping that keeps you compliant and organized all year long.

For Real Estate Agents

• Commission income tracking
• Marketing and lead-generation expense categorization
• Split commissions & referral fees recorded accurately
• Mileage, travel, and home office tracking guidance
• Clean P&L reports for lenders and CPAs

For Rental Property Owners

• Property-level income and expense statements
• Repair & maintenance logs
• Security deposits and tenant payment tracking
• Mortgage interest, taxes, and insurance categorization
• Year-end rent roll support for your tax preparer

For Real Estate Investors

• Portfolio-level and property-level reports
• Capital expenditure tracking
• Categorizing closing statements (HUD-1 / ALTA)
• Support for flips, BRRRR, or long-term strategies

Why Real Estate Pros Choose Me

• 30+ years of bookkeeping experience
• Virtual service — work with me from anywhere in the U.S.
• Clear, simple reports that help you make smart decisions
• Friendly, judgment-free cleanup support

Let’s Make Your Books Investor-Ready

Clean, organized financials help you grow your portfolio, evaluate performance, and stay tax-ready.