Bookkeeping Built for Real Estate Investors
We handle the books. You focus on the summit.
We give you property-level profit, clean entity separation, and monthly reports you can actually use to make decisions.
Book a Free CallRental bookkeeping gets messy fast.
- Personal and rental expenses mixed together
- No visibility into profit by property
- Bank balances that don't match QuickBooks
- Scrambling to pull records together at tax time
- No clear picture of actual cash flow
Inconsistent bookkeeping creates stress and leads to poor decisions. When your records are behind, disorganized, or inaccurate, you're flying blind on your own portfolio.
What changes when your books are clean.
- Accurate monthly profit by property
- Reliable cash flow visibility
- Clean reconciliations every month
- Clear owner draw tracking
- CPA-ready reports at tax time
When your books are current and accurate, you can make confident decisions about your portfolio. You know what's performing, what isn't, and where your money is actually going. See how our real estate bookkeeping services keep your portfolio organized.
What We Handle
Rental Property Bookkeeping
Track rental income and expenses across every property and entity. We categorize transactions, reconcile accounts, and deliver clear monthly statements for your entire portfolio.
Learn more →Catch-Up Bookkeeping
Behind on your property records? We'll work through your backlog, whether it's a few months or a few years, and bring everything current.
Learn more →Tax Preparation Support
We organize your real estate financials and work with your CPA on Schedule E filings, depreciation schedules, and entity-level reporting so tax season runs smoothly.
Learn more →Property Management Accounting
We track management fees, owner disbursements, and trust accounting separately so your books reflect how property management actually works. Rent roll reconciliation included.
Learn more →Development Project Tracking
We track hard costs, soft costs, land, and carrying costs by project. Draw schedules, construction loan reconciliation, and cost-to-complete reporting so you always know where your money is going.
Learn more →Multi-Entity Bookkeeping
Separate ledgers for each LLC or entity, with consolidated reporting across your entire portfolio. Whether you have two entities or twenty, we keep every set of books clean and audit-ready.
Learn more →What You Get Each Month
How It Works
Schedule a Consultation
We start with a free call to understand your portfolio structure and bookkeeping needs.
We Get to Work
We connect to your accounts and organize income, expenses, and transactions across all your properties and entities.
You Get Answers
Receive monthly reports and real-time insight into your portfolio's financial performance.
Why Summit Ledger Books
Real estate investing is a climb. We make sure your books never slow you down. Learn more about who we are.
Small firm, direct communication
You work directly with your bookkeeper, not a rotating support team. One person who knows your portfolio.
Structured monthly rhythm
Books closed by the 10th, every month, without reminders. You know exactly when to expect your reports.
QuickBooks Online focus
We build clean, organized QuickBooks files your CPA can work from directly, with no cleanup required on their end.
Real estate niche specialization
We work exclusively with real estate investors and property managers. We know the accounts, the schedules, and the reporting that matters for your business.
Financial planning, in-house
Through our partnership with Transamerica Financial Advisors, we can connect you with financial planning services alongside your bookkeeping, so your numbers and your long-term goals stay aligned.
What clients say
"It'd be hard to find someone with a higher work ethic than Austin! He is genuine, consistent, growth-oriented, selfless, and serviceable. You will not regret working with Austin!"
"Can't say enough good things! They will take a lot of stress off your plate."
"You couldn't ask for a more professional, personable, honest, and straight-forward guy to work with!"
"I have known the owner for years. He is professional, efficient, and dependable. Would recommend working with him in any capacity."
From Our Blog
Practical guidance on real estate bookkeeping, tax preparation, and portfolio management.
How Your Entity Structure Affects Your Books
Most real estate investors know they need LLCs, but fewer think about what that structure does to their bookkeeping. Here's how common entity setups work and what each one means for your records.
Read more →Property Management Software Compared: What Each One Does and What Talks to QuickBooks
AppFolio, Buildium, DoorLoop, Stessa, Rent Manager, OwnerRez, and more. Here's how the most popular real estate software options stack up and which ones actually sync with your books.
Read more →5 Bookkeeping Mistakes Real Estate Investors Make (And How to Fix Them)
Mixing accounts, skipping reconciliations, and missing deductions are costing rental property owners money. Here's what to watch for and how to get your books right.
Read more →Ready to get your real estate books in order?
Let's talk about how Summit Ledger Books can help your portfolio run more efficiently.
Book a Free Call