For real estate investors, agents and property managers

Real Estate Business books, cleaned up and current — without the stress

We untangle messy bookkeeping for real estate investors, agents and property managers so you can make decisions from numbers you trust.

Get my free cleanup assessment
Innovation Finances · Dallas, TXbooks cleanup specialistsConfidential — your data stays yoursAssessment within 2 business days

Sound familiar?

The real estate business bookkeeping problems we fix every week:

🏠

Properties share one checkbook

Twelve doors, one account — per-property performance is unknowable and tax time is archaeology.

📑

Escrows, security deposits, CapEx confused

Deposits treated as income and CapEx expensed wrong distort both taxes and refi appraisals.

🤝

Commissions and splits untracked

Agent splits, referral fees, and brokerage charges never tie back to closings.

How the cleanup works

1

Tell us where it hurts

Two minutes on the form below — no documents needed yet.

2

Free assessment

We review your books and give you a fixed plan and price. We set up per-property (or per-agent) tracking, fix deposit and CapEx treatment, and hand your CPA books that match the closing statements.

3

We clean it up

Backlog cleared, every account reconciled, and a before/after report you (and your CPA) can act on.

The Real Estate Business Books Cleanup Package

We set up per-property (or per-agent) tracking, fix deposit and CapEx treatment, and hand your CPA books that match the closing statements.

Full diagnostic review

Every account reconciled and every anomaly documented before we change a thing.

Catch-up categorization

The backlog cleared with industry-correct categories — not a generic chart of accounts.

Clean handoff report

A before/after summary and simple monthly rhythm so it stays clean.

If our assessment can’t show you exactly what’s wrong and what it costs to fix, the assessment costs you nothing — no obligation either way.

Get my free cleanup assessment

Real Estate Business owners like you

“Every door has its own P&L now.”

— Owner, portfolio of 23 rentals

“Refi went smoothly because the books matched the appraisal package.”

— Owner, small multifamily investor

Illustrative examples of typical client situations — not statements from specific named clients.

Get your free cleanup assessment

Tell us a little about the business — we reply within one business day.

We’ll only use this to respond about your books. No spam, ever.

Common questions

How long does a cleanup take?

Most cleanups finish in 2–4 weeks depending on backlog size and account volume.

What does it cost?

Fixed fee, quoted after the free assessment — based on months behind, accounts, and transaction volume. No hourly surprises.

Do you replace my CPA?

No — we make your CPA’s job easier (and often cheaper) by handing them clean, reconciled books.

Do you work with AppFolio / Buildium / brokerage statements?

Yes — PM software and settlement statements are our raw material.

Will you judge the mess?

Never. Messy books are a symptom of a busy business. Fixing them is literally what we do all day.

What happens after the cleanup?

You get a simple monthly closing rhythm — keep it in-house or have us maintain it. Your choice, no lock-in.