Vacation Rental Financial Services
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
Basic Bookkeeping Package + Provide insights into property performance, occupancy, and ROI.
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.
