Investors: Optimize Tax Savings with a Strategic Chart of Accounts
Make informed decisions and reap the benefits of all valid tax deductions with a properly built out chart of accounts. Plan and track to maximize your tax savings.
Use your time more efficiently, make smarter decisions, and hit your goals with a full suite of financial services. We worry about the numbers, so you don’t have to.
Make informed decisions and reap the benefits of all valid tax deductions with a properly built out chart of accounts. Plan and track to maximize your tax savings.
Keep manager and owner funds separate, whether required by law or not. Our COA and methods keep your trust accounts balanced and in compliance. Get accurate owners statements as we balance and reconcile your accounts.
With our accrual-based methods, you’ll have a true picture of your finances every month and maintain GAAP-compliant books. Grow the value of your organization and be ready for wherever your business goes next.
Say goodbye to lengthy back-and-forths over email and hello to clear, organized communication with your bookkeeper. Our portal makes getting timely responses to questions and noteworthy insights easier than ever.
We have services to support all of your needs as you grow.
Gain clarity and confidence in your every day numbers. Experience the relief of true experts tracking your income and expense numbers on a regular basis. Be in the know and ready for new opportunities.
Get your tax prep and bookkeeping done seamlessly. We calculate tax and optionally file your occupancy tax returns so you remain complaint. Add on end of year 1099-filing service, tax preparation, and tax planning.
Growing businesses can save even more time using our AP/AR services. AR activities outisde your PMS are tracked. AP services for vendors and owners. Recievables and payables are handled for you so you focus on running your business.
Quickly access information, track important KPIs, and know the health of your business. Make better decisions, powered by detailed, accurate financial & operations data. Explore infinite possibilies with our custom dashboards.
Your team will consist of a tech lead, an accounting lead, and a data analyst.
We study whole business: your business models, properties, owners, vendors, and taxing authorities. We then create a visual model, also known as a "mind-map," of your business. This guides us in making the right structure for your books.
Once the right structure is in place we create custom programming for your business. This ties together your PMS, accounting system, and operations platform. Data is then automatically placed per reservation, per property, per owner.
With your automation humming along, we match revenue and expense transactions regularly as you operate. We deliver a monthly P&L, balance sheet, owners' statements, AP/AR aging, and cash flow statements.
Your books stay accurate and current, your owners get statements they can trust, and you get back the hours you were spending reconciling it all yourself.
Bookkeep with the best. We’re not your average accounting firm—we’re the only firm focused on short term rentals and technology, providing you access to an in-house engineering team. We understand your business.
If you like your tools, you can keep your tools.
There’s a reason that we’re the smartest firm for property managers and investors in the short term rental industry.
We have an unbeatable combo: a team of finance experts paired with a top-notch in-house engineering team. The result? Deep integrations with the tools you already use, and a seamless platform for staying on top of your finances.
We understand the unique challenges that come with growing a business and have the expertise you need to reach your goals. We've been in the industry for decades, knowing first hand the challenges you face.
We’re the last consulting firm you’ll ever need to hire. We support small businesses to large, established companies, so no matter how your needs evolve, we’ve got you covered.