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Your Next Level of Freedom Awaits

Specialized Real Estate Bookkeeping Services

Explore Our 3 Tier Program

Foundation

Essential Bookkeeping

Get Your Numbers in Order, Hassle-Free

Upto 5 Properties
Client Onboarding

  • Stessa Setup Review

  • Connected Accounts

  • Outline Relationships with Banks, Mortgage Cos and Property Managers

  • Setup Property Proforma

  • Review SREO Report to Verify Stessa Setup Complete

  • Review Balance Sheet to Verity Mortgages, Escrow and Security Deposits

  • Review Net Cash Flow Statement to Verify Acquisition Transactions
    Complete

  • Review Net Cash Flow Statement to Verify Mortgage Principle, Interest and Escrow Split

Monthly Reconciliation

  • Mortgage Statements

  • Update Property Valuations

  • Bank and Credit Card
    Statements

  • Property Management
    Statements

  • Security Deposits Held by Property Manager

  • Owner Contributions &
    Distributions

  • Change in Mortgage Servicer

  • Updated Tenant and Leases

  • Update Tax Assessments

  • Update Insurance Premiums

  • Update Proforma

  • Verification for Accuracy

All in One Communication Platform
Bonus

  • Review of Prior Period

  • Holding Co Transactions Included

  • Free Growth Up to 5 properties

Enhance

What Every Real Estate Investor Needs

Upgrade you Bookkeeping, Upgrade your Business

Upto 12 Properties
Client Onboarding

  • Everything in Level 1

Monthly Reconciliation

  • Everything in Level 1

All in One Communication Platform
Bonus

  • Review of Prior Period

  • Holding Company Transactions Included

  • Free Growth Up to 12 properties

  • Tax Season Stessa Review - $1000 Value

  • Semi-Annual Analysis and

  • Strategy - Summary Report and 45 min call- $750 Value

Included Add Ons:

  • New Property Acquisition and
    Setup - $39 Value

  • Cash Out Refinances - $39 Value

Scale

Become the CEO of Your Portfolio

Stay Focused, We Handle the Details

Upto 20 Properties
Client Onboarding

  • Everything in Level 1

Monthly Reconciliation

  • Everything in Level 1

All in One Communication Platform
Bonus

  • Review of Prior Period

  • Holding Company Transactions Included

  • Free Growth Up to 20 properties

  • Tax Season Stessa Review - $1000 Value

  • Semi-Annual Analysis and

  • Strategy - Summary Report and 45 min call- $750 Value

Included Add Ons:

  • 1031 Exchanges - $79 Value

Enterprise
Beyond 20 Properties

Let's Chat to Design a Platform that Creates Results That Matter to You

All Bookkeeping Services Also Include:

 Thorough Workflow

Privacy Protection

Savings of 70-80%

Dedicated Support

How It Works

Schedule Discovery Call Today

Take the first step toward reclaiming your time and focusing on what matters most.

Receive a Proposal and Welcome Email

We'll guide you through what's next, including everything you need to get started.

Meet Your Dedicated VA

Get paired with a Stessa-trained bookkeeper who's ready to help streamline your rental portfolio.

Enjoy Seamless Management

Experience the ease of delegating the busy work while you take on the role of CEO for your investments.

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