Services

Everything we do is property accounting.

Four services and three industries. Most clients start with one and add others once the books are stable — we don’t bundle them, because the right mix depends on your portfolio.

Book a books review See how we work →

Start with your industry

The accounting is different enough between these three that it’s worth picking the one you are.

Property management
Reconciliation, owner statements and tenant ledgers for managers, multi-family operators and HOAs.
Real estate
Multi-entity bookkeeping, consolidated reporting and commission reconciliation for investors, developers and brokerages.
E-commerce
Payout reconciliation, inventory and COGS for Shopify, Amazon and multi-channel sellers.

Or by what you need

Monthly bookkeeping
Reconciliation, AP and AR, vendor tracking, month-end close. Billed monthly, not hourly.
- Bank and credit card reconciliation
- Property-level allocation
- Month-end close
Cleanup and catch-up
Books behind or wrong. Scoped and quoted as defined work, separately from anything ongoing.
- Duplicate removal
- Unreconciled balance investigation
- Chart of accounts restructure
Owner reporting
Statements in the format your owners asked for, not the one your software produces.
- Owner statements
- Distribution accounting
- Property-level performance
Automation
New
Built on the QuickBooks Online API. The mechanical parts, without adding people to them.
- Reconciliation matching
- Multi-entity consolidation
- Scheduled month-end packs

Also included, depending on scope

Accounts payable and receivable
Tenant ledger reconciliation
Payroll support
Year-end packages for your CPA

Software we work in

QuickBooks Online

Certified

Full setup, migration, ongoing management, cleanup and API-level work. Most of our delivered work sits here.

Xero

Certified

Full bookkeeping, reconciliation and cleanup — the same depth as QuickBooks Online, for clients already on it.

Also supported

QuickBooks Enterprise

Bookkeeping for larger, more complex QuickBooks setups.

AppFolio

Bookkeeping, reconciliation and account cleanup.

Rent Manager

Bookkeeping and reconciliation for managers running it.

QuickBooks Desktop

Bookkeeping and migration to QuickBooks Online.

Zoho Books

Bookkeeping and reconciliation.

Odoo

Accounting module bookkeeping and reconciliation.

Sage Intacct

Bookkeeping for multi-entity portfolios already on it.

Wave

Bookkeeping and cleanup, and migration where it's outgrown.

NetSuite

Bookkeeping for larger, multi-entity operators.

We work in all of the above. We’re not going to claim the same depth everywhere that we have in QuickBooks Online and Xero, because you’d find out.

What’s changing — 2026 into 2027

Most of bookkeeping is about to be automated. That is not a problem for you.

It is worth being direct about this, because a bookkeeping firm has an obvious incentive not to be. The World Economic Forum’s Future of Jobs report lists accounting, bookkeeping and payroll clerks among the fastest-declining roles globally. The mechanical work is going away.

90%+
of bank reconciliation is automatable
Transaction matching is a solved problem. What is not solved is deciding whether an unmatched item is a timing difference, a duplicate, or a genuine error — and what to do about it.
80%
of data entry is automatable
Document extraction and predictive coding now handle most routine entry. The judgement calls — how a shared expense splits across properties — still need a person who knows the portfolio.
2026
month-end close changes shape
Transaction coding, reconciliation, schedule updates and variance analysis are expected to need dramatically less human involvement by the end of the year.

The platforms you already use are moving

BuildiumAI-drafted owner statements
Rent ManagerAutomated charge coding
YardiMachine-learning invoice matching in Procure to Pay
MRI SoftwareAI lease abstraction

These are features arriving inside the software property managers already run — not products anyone has to go and buy.

Where we sit in that

We build the automation rather than compete with it. Our team works in the QuickBooks Online API, which is unusual for a bookkeeping firm — most sell hours, so more work means more people.

What we don’t claim: we are not an AI company, we don’t run autonomous agents against your ledger, and we are not going to tell you a model reviews your trust position. The parts that need judgement get a named bookkeeper.

What we actually automate →

Sources: Accounting Today, REA — AI in real estate accounting 2026, Future Firm, WEF Future of Jobs Report 2025. Figures are industry estimates, not accumates results.

What doesn’t automate

Matching four hundred transactions against a bank feed is a solved problem. These are not:

Deciding how a shared roof repair splits across the three properties it served.
Knowing whether a payment is prepaid rent, a deposit, or a credit against arrears.
Recognising that an unmatched item is a timing difference rather than an error — or the reverse.
Telling an owner their statement was wrong before they find it themselves.

That is the part you are actually hiring. The rest we automate so it stops costing you money.

Common questions

Which service should we start with?

If you're not sure how far behind you are, start with a books review — that's what it's for. If your books are current and you simply don't have the hours, monthly bookkeeping is the right entry point.

Can we combine services?

Most clients do. Cleanup first, then monthly bookkeeping from clean books, then automation or owner reporting once the foundation is stable. We don't bundle them into a package, because the right mix depends on your portfolio.

Do you work outside real estate and e-commerce?

No. We work with property managers, landlords, real estate investors, multi-family owners and e-commerce sellers — nothing else. Doing a small number of things well is what makes us good at any of them.

What if we don't actually need you?

We'll tell you. If your books are current and you're happy with whoever's doing them, you don't have a problem we solve.

Start with a books review.

We’ll tell you what’s actually wrong, what it takes to fix, and whether you need us at all.

If your books are current and you’re happy with them, we’ll tell you that too.