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THE PROPERTY INVESTOR’S LEDGER

Know the numbers.
Before the next deal.

Bookkeeping for real-estate flippers, from the first earnest-money deposit to the final closing statement. See what went into a property—and what came back.

PROJECT FILE / 024Illustrative property

From keys
to closing.

01 / AcquireSource the records
02 / ImproveFollow the spend
03 / SellComplete the file
Illustrative example · not client results
01 / THE VIEW THAT MATTERS

A bank balance tells you what’s there.
A project ledger tells you why.

Keep acquisition documents, renovation records, and sale activity connected—so the next question does not start with a search through your inbox.

INVESTOR SERVICES

Support built around
the property.

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01 / OUR FOCUS

A ledger for the life of a flip

Connect acquisition, renovation, holding costs, funding, and sale activity to one consistent property record.

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02 / SUPPORT

A clear month across every project

Keep the operating books current while preserving the detail behind each property.

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03 / SUPPORT

Untangle the last few projects

Rebuild the link between your receipts, bank activity, and project records before opening another file.

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A CLEAR WAY TO WORK TOGETHER

Know what happens next.

01

Acquisition records

Start the property file with the purchase closing, earnest money, funding records, and a clear project identifier.

02

Rehab spending

Connect renovation invoices, card charges, and bank activity to the property. Keep unpaid bills separate from cash already spent.

03

Sale reconciliation

Review the sale statement alongside the project records, identify late costs, and assemble a closeout file with open items clearly marked.

A PRACTICAL RESOURCE

The flip closeout checklist

A practical handoff from the sale closing to a complete project file.

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FIELD NOTES

Useful before the first call.

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BEFORE WE TALK

A few things worth knowing.

Can you follow more than one flip?

Yes. Scope is organized around the number of entities, properties, accounts, and active projects. Each project keeps its own record.

Do you decide which renovation costs are deductible?

No. We organize supporting records and bookkeeping schedules. Your tax professional determines tax treatment.

Can we start with an unfinished project?

Yes. We first inventory the records available and identify missing acquisition, funding, or rehab documents.

Every property tells a financial story. Keep the whole story together.

Talk through your next close