Back office for
real estate investors.

Real estate investors, GPs, LPs, landlords, flippers, STR hosts, and small operators who want to fully outsource bookkeeping and tax.

Your back office is all the financial and administrative work that keeps your deals running behind the scenes: bookkeeping, reconciliations, entity and tax paperwork, investor/lender reporting, and handling IRS/state notices. In other words, we handle the numbers, records, and compliance so you can focus on finding, improving, and exiting deals.

We're based in Miami, FL and work with investors across the U.S. Most of our clients are remote. As long as your properties are in the United States, we can support you.

An Enrolled Agent is a federally licensed tax professional admitted to practice before the IRS. It means I can represent you directly with the IRS on tax matters, and I'm required to stay current on tax law through ongoing education.

No. We only provide tax services for ongoing bookkeeping clients. That's how we keep your numbers accurate and your returns right.

Not necessarily. Many clients keep their existing CPA relationship. We handle the real‑estate‑specific bookkeeping, back office, and prep work so returns are easier to file and more accurate. If you don't have a CPA, we can file for you as well.

We primarily use QuickBooks Online as the accounting source of truth, plus tools like Fathom and Dryrun for reporting. Many clients also use property management systems and investor portals; we treat those as your operational systems and make sure they tie out cleanly to your GAAP books. For secure communication, document exchange, and deliverables, we use TaxDome so your records aren't flying around in email.

Yes. For qualified cleanup projects, we have a Clean & Current Guarantee: if we don't get your agreed‑upon entities and backlog months fully GAAP-clean and current within 30 days of you giving us what we need, we keep working for free until we do and credit you one month of service. The details are spelled out in the engagement letter.

Most clients have two parts: a one‑time Cleanup & Setup project and then an ongoing Monthly Back Office retainer.

• Monthly Back Office Retainers start at $750/month and go up based on the complexity of your portfolio — mainly the number of entities and properties, accounts we're reconciling, and transaction volume. Most serious portfolios land somewhere in the low‑to‑mid four figures per month. This covers all ongoing bookkeeping and back office.
• Cleanup & Setup A one‑time project fee to bring your existing books to a clean, GAAP-based starting point by entity and property for the periods we agree on. Cleanup is typically a multiple of the monthly fee, depending on how many months are backlogged and how much work is involved.
• Tax Returns & Projects Entity tax returns and one‑off projects (new entity formations, elections, heavy IRS work, or portal/PM cleanups) are quoted as separate fixed fees.

After your free Real Estate Back Office Audit, I'll outline exactly what needs to be cleaned up, give you a clear monthly quote, and a fixed Cleanup & Setup fee so you know the total before you decide.