Bookkeeping Built for Real Estate Investors
We handle the books. You focus on the summit.
We give you profit numbers for every property, clean books for every LLC, 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
- AppFolio, Buildium, or Stessa reports that never match QuickBooks
- Hours of copy-paste between spreadsheets that should talk to each other
- 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, your software doesn't match your books, and your real numbers live in a fragile spreadsheet, you're flying blind on your own portfolio.
Most bookkeepers categorize transactions. Austin builds the systems behind them.
A career writing software
Austin Adams spent his career as a software engineer building data systems. Precision, reconciliation, and automation aren't bookkeeping buzzwords to him. They're the job he's done every day.
QuickBooks Online certified
Certified bookkeeping with a real estate niche. Property-level profit, clean entity separation, and books closed by the 10th of every month.
The combination is the point
When your property management software and QuickBooks disagree, you don't need another workaround. You need someone who can read the data and fix the sync. Very few bookkeepers can do both.
What changes when your books are clean.
- Accurate monthly profit by property
- Reliable cash flow visibility
- Books that match your bank statements, every month
- Clear tracking of owner draws (the money you take out)
- 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, whether you have one LLC or twenty. 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 (the rental income tax form), 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 (keeping tenant and owner money legally separate) 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 →Systems & Integration
When AppFolio, Buildium, or Stessa won't reconcile with QuickBooks, we fix the pipeline. Sync cleanup, automated reporting, data migration, and spreadsheet rescue from a bookkeeper who writes software.
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.
An engineer's eye on your books
Austin spent his career building data systems as a software engineer. That shows up in your books: automated where it should be, double-checked where it matters.
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.
Hi, I'm Austin Adams.
I'm a software engineer and QuickBooks-certified bookkeeper in Kaysville, Utah. I started Summit Ledger Books because real estate investors kept telling me the same story: software that doesn't match the books, spreadsheets nobody trusts, and a bookkeeper who shrugs at both.
When you work with Summit Ledger Books, you work with me. Directly, every month.
Read my story →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.
AppFolio and QuickBooks Don't Match: Why It Happens and How to Fix It
Here's why AppFolio, Buildium, or Stessa never matches QuickBooks Online, and how to fix the sync instead of working around it every month.
Read more →How to Automate Rental Property Bookkeeping (and What Not to Automate)
What you can actually automate in rental property bookkeeping: bank feeds, rules, recurring reports, and where automation goes wrong without oversight.
Read more →Owner Draws From a Rental Property LLC: How to Pay Yourself Correctly
How to take an owner draw from your rental property LLC the right way: what to record, what to avoid, and why it matters for taxes and refinancing.
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