A Simplified, Stress-Free Financial System

Schedule Your Intro Call

We start by learning about your portfolio, property count, and platforms. You’ll receive a custom quote based on the size of your operations.

We Connect Your Accounts Securely

You’ll grant read-only access to:

• Airbnb / OTA dashboards
• PMS or booking software
• Business bank accounts
• Credit cards & vendor accounts

We use secure, encrypted connections and never make changes—only track and reconcile.

We Build Your Financial System

Behind the scenes, we:

• Set up your chart of accounts
• Organize income categories (rent, cleaning fees, upsells, adjustments)
• Structure expense categories
• Sync your payouts and property data
• Create templates for monthly reporting

Our setup is built specifically for STR accounting—not generic small-business bookkeeping.

Monthly Bookkeeping Begins

Every month we handle:

• Payout reconciliation
• OTA fee tracking
• Pass-through classification
• Vendor & cleaner payments
• Expense categorization
• Statement preparation

You receive clean, accurate statements delivered on your monthly reporting date.

Access Your Financial Dashboard Anytime

You'll have access to:

• Monthly P&L
• Balance sheets
• Cash-flow insights
• Property-level breakdowns
• Tax-ready year-end reports

Designed for operators who want clarity—and investors who want professional reporting.

Year-End CPA Package