Subscription Levels to Transform Real Estate Investor Bookkeeping
Your bookkeeping should grow with your portfolio. Instead of one-off cleanups or a la carte pricing, you choose a subscription level that matches where you are now and move up or down as your needs change. The structure of each level is fixed so you always know what is included.
Note on Cleanup Work If your books need catch-up work, we start with the Keystone or Capstone level for the cleanup period (typically 30-90 days). Once you're current, you can choose to move to a lower tier if that better fits your ongoing needs.
Subscription Bookkeeping Pricing
Looking for cheap? Go use another firm. Looking for quality, someone to stand by the work, someone you can build a long term relationship with? That’s the difference between hiring cheap and hiring smart! Here is what it will cost.
Tier 1: Cornerstone
Essential bookkeeping tasks focused on keeping finances in order, reducing errors, and ensuring compliance.
$500-$800 Billed monthly
Includes:
●Done-for-you bookkeeping
● Account reconciliations
● Month-end close with custom reporting and Loom video going over financials
● Quarterly Zoom meeting
● Payroll (full service) for up to 5 employees
● Contractor payments
● W9/1099 services
● Your own client portal
● Unlimited questions via client portal
● Customer/tenant invoicing & payment processing
Tier 2: Keystone
Robust financial oversight and controls, enabling proactive financial decisions and business
growth. Compliance + Insights = Growth
$1,500-$2,000 Billed monthly
Includes:
● Everything in Tier 1
● Owner/bookkeeper education and training
● Monthly strategy sessions via Zoom
● Mid-year tax meeting
● Financial accuracy for long-term business success
● Customer/tenant invoicing and payment processing
● Accounts receivable management
● Vendor payment processing
● Sales tax tracking, processing, and filing
● Other tax filings - occupancy etc.
● Business annual reports, registration, renewals, licenses etc. as required
● Payroll (must be full service) for up to 15 employees
● Audit support if needed
Tier 3: Capstone
Strategic CFO guidance and future-focused planning for accelerating growth and achieving financial independence.
$2,500-$4,000 Billed annually
Includes:
● Everything in Tier 1 and Tier 2
● Strategic partnership to accelerate growth
● Forecasting
● Custom reporting & monthly meetings
● Source document management
● Strategic CFO guidance
● Process improvement recommendations and systems selection
● Debt analysis and reduction for financial independence
● Income tax returns (business & personal) if needed
● Tax consultations periodically
● Owner/manager remuneration study for S Corps (if needed)
● P&L budgets
● Actual compared to budget analysis and reporting
● Cash flow analysis
● Custom dashboards
● Financial systems consulting and training
HOW IT WORKS
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Step 1
Choose the level that feels right today.
Step 2
We review your portfolio and confirm scope together.
Step 3
We sign an engagement letter that outlines exactly what is included.
Step 4
Set up automatic monthly billing through our secure payment portal, one less thing to think about.
Step 5
As your needs change, we revisit the level and move up or down, without rebuilding everything from scratch.
Testimonials
What Real Estate Investors Say
"Before working with Terry, I was paying $300-500 every time I had a question. Now I have unlimited support for a flat monthly fee."
"I finally know which properties are actually profitable. That alone has changed how I invest."