Starter Package

Best for clients with 0–4 properties or flips and under 100 transactions per month.

Includes:

• Monthly reconciliation of bank and credit accounts

• Categorization of up to 100 transactions

• Property and project tracking

• Monthly financial statements (Profit & Loss, Balance Sheet, Cash Flow)

• Secure client portal and document storage

Outcome: Clear, accurate books that keep your smaller portfolio organized and tax-ready.

Price: $300/month

Growth Package

Best for clients with 5–10 properties or flips and 100–200 transactions per month.

Includes:

• Monthly reconciliation of up to 3 accounts

• Categorization of up to 200 transactions

• Property and project tracking across multiple units

• Monthly financial statements

• Month-end accuracy checks

• Quarterly review call to go over results

Outcome: Confidence that every property and project is tracked correctly, with reports you can rely on.

Price: $500/month

Scale Package

Best for clients with 10+ properties or flips and 200–400 transactions per month.

Includes:

• Monthly reconciliation of up to 5 accounts

• Categorization of up to 350 transactions

• Detailed property-level tracking and expense management

• Full month-end close procedures

• Monthly review call

Outcome: Reliable books and deeper insight into which rentals and flips are driving profits as your portfolio scales.

Price: $750/month

Enterprise Package

Best for clients with 20+ properties or flips and 400+ transactions per month.

Includes:

• Support for 400+ transactions

• Reconciliation of multiple accounts and entities

• Advanced tracking for properties, projects, and classes

• Custom reporting and KPI dashboards available

• Custom review cadence (monthly or quarterly)

Outcome: Professional-level bookkeeping for complex portfolios, giving you clarity across properties, flips, and entities.

Price: Starting at $1,000/month