Short Term Rental Business Support
Basic Bookkeeping Package
Accurate, ongoing financial management tailored for short term rentals.
Set up business banking accounts.
QuickBooks integration with business accounts and credit cards.
Monthly transaction reconciliation.
Custom expense categorization.
P&L and Balance Sheet generation.
Bookkeeping services require dedicated business bank accounts and credit cards to ensure clean, accurate financial records. Support with account setup is available if needed.
Quarterly Investment & Performance Reports
Bookkeeping Package + Provide insights into property performance.
Revenue analysis by property.
Expense vs. profit breakdowns.
Occupancy and average nightly rate trends.
Custom report with pricing and most impactful improvements recommendations.
Tax-Ready Financial Packet
Basic Bookkeeping Package + Quarterly Performance Reports + Comprehensive year-end package tailored for CPA use.
Summary of all income/expenses.
P&L and Balance Sheet.
Document organization for tax filing.
Coordination with accountant/CPA.
Permit & Licensing Guidance
Ensure your vacation rental is set up legally, compliantly, and with the right foundation from the start.
Research and guidance on city/county STR regulations.
Assistance with permit applications and renewals.
Document and tax compliance checklist.
LLC formation and EIN filing one-time setup service.
LLC formation and EIN filing support is administrative in nature and does not constitute legal or tax advice. Clients are encouraged to consult with a CPA or attorney regarding entity structure and tax implications.