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01
Intro Call
Have a short introductory conversation about your properties, records, and bookkeeping needs.
02
Proposal
We agree on the services, monthly fee, and any setup or cleanup work required for your portfolio.
03
Connect
You provide appropriate Stessa collaborator access and the records needed to begin the process.
04
Stay Organized
We handle the agreed bookkeeping, flag questions, and provide reports so you can understand your rental finances.
Account Ownership
You retain full ownership of your Stessa account and records. We provide the expertise to organize your financial data, but you are responsible for providing timely statements, receipts, and answers to bookkeeping questions to keep your books current and accurate.
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