Real estate & job-cost bookkeeping
Bookkeeping for real estate investors & project-based businesses.
Know your true profit. Per property, per job. Flips, rentals, wholesale, land, and ADU builds: books a lender would trust, closed on schedule, from a team that knows what a draw request is.
Prices published. No sales ambush. Not a CPA firm. Your CPA keeps the tax work.
Per-property P&L: Elm St flip
March 2026| Sale price | $412,000 |
|---|---|
| Acquisition | $248,500 |
| Rehab (WIP → COGS at sale) | $67,340 |
| Holding & carry | $11,215 |
| Selling costs | $24,720 |
| True project profit | $60,225 |
The problem
Generic bookkeepers cost you more than they charge
Your rehab is booked as “Repairs”
Flip costs expensed instead of capitalized to the project hide your real profit, distort every P&L, and hand your CPA a cleanup bill at tax time.
Every refi starts with a rebuild
Lender asks for financials; you spend two weekends untangling entities and reconciling accounts before the bank sees a number. The carry cost is real.
You see the blended number, not the truth
One P&L across twelve doors and three projects tells you nothing. Which door is bleeding? Which job is over budget at week 6? You find out too late.
How it works
Three steps to books that work as hard as you do
30-minute diagnostic
We tell you which tier fits and what cleanup costs. On the call, not in a follow-up proposal. If we’re not the right fit, we’ll say so and point you somewhere useful.
Rescue & standardize
Flat-quoted cleanup: entities untangled, accounts reconciled, project costs moved to WIP where they belong, chart of accounts rebuilt for how you actually operate.
Close on schedule, every month
Per-property, per-job P&L on a published deadline. Any lender request becomes a same-day send. You read numbers instead of producing them.
Pricing that’s actually published
Four tiers. Real prices. Public scope limits.
You shouldn’t need a sales call to learn what bookkeeping costs.
Self-managing investors. Up to 4 entities, 15 doors, 3 active projects.
- Per-property P&L, reconciled by the 10th
- Every account reconciled monthly
- Flip costs tracked as WIP, not expenses
- Year-end package straight to your CPA
Operators with crews and volume. Up to 8 entities, 50 doors, 10 projects.
- Everything in Clean Books
- Full AP through Bill.com. You approve, we run it
- Payroll job-costed to projects (Gusto)
- Draw packages lenders fund in days
Developers, ADU builders, 75+ door operators financing the future.
- Everything in Back Office
- 12–24 month rolling cash forecast
- Covenant & balloon-date tracking
- Monthly CFO meeting, reconciled by the 7th
Syndicators and integrated operators. Consolidation up to 40 entities.
- Everything in Finance Partner
- LP capital accounts & waterfall math
- Quarterly LP reporting packages
- Audit PBC ownership, reconciled by the 5th
Not an investor?
The same discipline, for operators
Real estate is 70% of what we do. The rest is operators who need the same unit-level truth: construction and trades tracked per job, recycling operations per route and commodity, ecommerce brands per channel, service businesses per engagement. Not “all industries”. Businesses where profit is decided at the unit level.
Client story
“David was able to quickly clean up our books for the current year while simultaneously building out the reports needed to make the proper financial decisions in our business.”
Free download
The Flipper’s Chart of Accounts
The exact QBO chart of accounts we install for flip clients. WIP structure, holding costs, per-project classes, and a setup guide. DIY it correctly, or see exactly how we’d set you up.
Get the template
Stop guessing your profit.
A 30-minute diagnostic: which tier fits, whether your books need rescue first, and what it costs. Answers on the call.
Book a 30-minute diagnostic