Define a bookkeeping role for recurring property-document collection and monthly preparation.
The work in scope
- Agreed schedule
- Document follow-up
- Property reference maintenance
- Review meeting preparation
Useful records for the first review
- A property-to-entity reference list
- Rent records and deposit details
- Bank, mortgage, and property expense statements
Start with your situation
Tell us about your properties and entities. We will identify the records available, the questions that need answering, and a practical sequence for the work.
How this work is scoped
The portfolio scope identifies the properties, owning entities, bank accounts, collection methods, and reporting period. Each property stays traceable to its supporting records, while the portfolio view makes cross-property transfers and unresolved items visible.
Keep responsibilities clear
This is bookkeeping support and management-use reporting. Tax treatment, return preparation, legal interpretation, audit, and attest services are outside this offering.
Discuss a familiar contact as the portfolio grows with RentSums →