For property owners, property managers and contractors QuickBooks Online · Xero
Fixed-price QuickBooks catch-up, then monthly books with profit by property or by job.
Who we work with
Your books should tell you why.
Property owners and managers
Several properties or LLCs, and the books stopped keeping up.
Which one makes money, and which one costs you?
It shows their activity, not your numbers by property.
Owner draws mixed in with rent and repairs.
Contractors and trades
Uncategorized piling up. Tax time getting closer.
Can you answer in 10 seconds? Most owners can't.
Without real cost per job, every quote is a guess.
Free
15-minute call. Written fixed quote within 1 business day.
$200 / month behind
Every behind month reconciled. $1,000 minimum.
$650+ / month
Profit by property or job, statements by the 10th.
Every transaction matched to a statement and tagged to a property or a job.
| ZELLE FROM J RIVERAUncategorized income | $1,450.00 |
| HOME DEPOT 4471Uncategorized | $612.38 |
| CHECK 2207Ask my accountant | $2,850.00 |
| TRANSFER TO 5530Uncategorized | $2,000.00 |
| MOBILE DEPOSITUncategorized income | $3,900.00 |
| ZELLE FROM J RIVERARent · Pine St duplex, unit B | $1,450.00 |
| HOME DEPOT 4471Repairs · Hill Ave single-family | $612.38 |
| CHECK 2207Roof repair · River Rd triplex | $2,850.00 |
| TRANSFER TO 5530Owner draw · Not a property cost | $2,000.00 |
| MOBILE DEPOSITRent, 3 units · Lake Rd fourplex | $3,900.00 |
Sample report · illustrative data.
Profit by property or by job, who owes you, and what to watch. Closed by the 10th.
Year to date, rent in, after repairs, taxes, insurance and utilities
4 properties · 10 units · $155,700 rentProfit $24,700 · 15.9%
Unpaid rent by age · $8,350 open
What the owner reads first
Watch: River Rd triplex is down $2,400 this year after a roof repair. Chase the $1,400 past 60 days.
Year to date, after materials, labor and subs
5 jobs · $343,100 billedGross profit $63,000 · 18.4%
Accounts receivable aging · $81,000 open
What the owner reads first
Watch: Deck and porch on Maple Dr lost $1,800. Materials ran over the estimate. Chase the $6,500 past 90 days.
Catch-up cost calculator
Your Catch-Up
$1,200
6 × $200 per month behind
$200 per month behind, $1,000 minimum. Fixed quote, confirmed on your Backlog Check.
Book a free Backlog CheckSwipe the table sideways to compare →
| Feature | DIY / app | Low-cost gig bookkeeper | Oak Path | Local accounting firm |
|---|---|---|---|---|
| Reconciled to the bank every month | If you find the time | Varies | Every month | Usually |
| Profit by property or job | Rarely set up | Rarely | Every month | Sometimes, often extra |
| Catch-up price known up front | Your evenings | Varies | Fixed quote | Often billed hourly |
| Statements by a set date | No | Varies | By the 10th | Varies |
| Who owes you, every month | If you run the report | Rarely | Unpaid rent or invoices | Sometimes |
| Monthly call about your numbers | No | Rarely | Included | Usually extra |
A general comparison of typical options, not of any named provider. Every provider is different, so ask.
Published prices. No hourly billing.
One time · start here
$200per month behind
$1,000 minimum. Fixed quote before we start.
Monthly · one entity
$650+ / month
Month to month. No long-term contract.
Monthly · more entities or job costing
$1,200+ / month
2+ entities or LLCs, or WIP and over/under billing.
Details on the pricing page.
Next step
15 minutes. A written fixed quote within 1 business day. No obligation.