Clean books for every LLC, and you never open the software.
Send statements for each entity once a quarter. Get separate financials for each one, checked by our tax team, in the shape your tax strategy actually needs.
The financial side of your tax strategy, kept clean all year.
Per-property books. Income and expenses split by property, not just by entity, so each one has its own picture and your return has real numbers behind it.
Capital improvements separated from repairs
Done at the time they happen, which is what a depreciation schedule and a cost segregation study get built from. Reconstructing this in April is guesswork.
Draws, contributions and transfers tracked
Money moving between you and your entities is coded correctly, so basis and balance sheets stay clean across every LLC.
A note on scope:
your hour logs, booking records and tax positions stay yours. We keep the financial side clean so the story your return tells is backed by numbers, and we flag anything that needs your tax advisor before the year closes.
What investors usually deal with instead
Class tracking you maintain yourself. Classes work, and for single-member LLCs they are the standard setup. The catch is that every transaction has to be tagged correctly, every month, by you. One missed tag and the per-property report is wrong. A spreadsheet that stops at rent. Fine until a lender, a buyer, or an auditor asks for a balance sheet with loan balances and basis on it. A separate file per entity. Multi-member LLCs file their own returns and need their own books, and QuickBooks charges full price for each company file. Five entities done that way runs several thousand dollars a year before anyone touches the work. Doing it all in March. Which is exactly when a missed cost seg or a mislabeled improvement stops being fixable.
Priced per entity, by how much actually happens in it.
A single rental LLC, $300 / quarter. Rent in, mortgage and repairs out. Up to 75 transactions. Three LLCs, $1,250 / quarter. One operating entity plus two rentals, each with its own books and its own $50 discount. Behind a year or two, from $1,500 per entity, per year behind, priced on that entity’s volume. A quiet rental LLC costs far less than your operating company, and every year after the first is 25% off.
Investor questions
Can you split expenses by property, not just by entity?
What about mortgage statements and depreciation?
I pay contractors through Zelle and Venmo. Is that a problem?
My CPA does my returns. Will they be able to use this?
Bring every entity current before year end.
Twenty minutes on a call and we will tell you what each entity would cost and what your catch-up looks like.