Basic
Foundation Bookkeeping
Best For: Solo investors or small portfolios (1-3 properties).
Price: $300–$450/month
Included Services:
– Transaction categorization for rental income/expenses.
– Monthly financial reports (Profit & Loss, Balance Sheet).
– Bank/credit card reconciliation.
– Basic depreciation tracking (no tax advice).
– Financial data organization for tax preparers.
– Email support (48-hour response).
Add-Ons:
– Short-term rental integration (Airbnb/VRBO sync via A2X): +$50/month.
– Customized Chart of Accounts setup: +$100 (one-time fee).
Premium
Enterprise-Level Bookkeeping
Best For: Large portfolios (10+ properties), syndications, or fix-and-flip businesses.
Price: $1,000–$2,500+/month
Included Services:
– Everything in Standard Tier, plus:
– Unlimited properties/entities.
– Entity-level financial statements (LLCs, partnerships).
– Weekly transaction reviews.
– CFO-level reporting (ROI analysis, investor-ready summaries).
– Custom integrations (e.g., AppFolio, TenantCloud).
– Audit preparation support (clean, organized records).
Add-Ons:
– Dedicated bookkeeper (10+ hours/month): +$300/month.
– Training for in-house staff: +$150/hour.
Standard
Growth Portfolio Management
Best For: Mid-sized portfolios (4-10 properties) or multiple LLCs.
Price: $450–$850/month
Included Services:
– Everything in Starter Tier, plus:
– Up to 10 properties or 2 entities.
– Advanced cash flow forecasting.
– Monthly financial review call (30 minutes).
– 1099-MISC/NEC contractor tracking (prep for your tax pro).
– Customizable dashboards for per-property performance.
– Priority support (24-hour response).
Add-Ons:
– Payroll tracking (for property managers/staff): +$50/month.
– Integration with property management software (e.g., Buildium): +$75/month.