Rental Bookkeeping for Landlords
We help landlords organize their rental finances using Stessa. Whether you need help getting started, catching up, or keeping up with monthly bookkeeping, we’ll recommend a scope that fits your portfolio.
We work exclusively in Stessa and require clients to maintain a Stessa Pro subscription.
Pricing is quoted individually based on the portfolio and work involved.
Our two main services are Monthly Bookkeeping and Setup & Catch-Up.
Monthly Bookkeeping
Keep your rental records organized throughout the year.
We provide ongoing bookkeeping support in Stessa so you can spend less time sorting transactions and more time growing your business.
Our monthly process includes:
✓ Maintaining tenant rent ledgers using available payment information.
✓ Categorizing rental bank transactions by property and expense or income category.
✓ Categorizing rental-related credit card transactions.
✓ Flagging transactions that need clarification.
✓ Working through outstanding questions with you.
✓ Completing a final review and identifying any unresolved items.
We maintain your rental bookkeeping on a cash basis, keeping income and expenses organized for year-end reporting and your tax preparer.
You retain access to your Stessa account and can view your records and available reports directly.
How monthly service works
You stay informed without doing all the sorting.
We handle recurring bookkeeping and keep track of anything that needs your attention. You provide the context only the owner would know, such as which property an expense belongs to or what an unfamiliar payment represents.
To get started, we’ll need:
✓ An active Stessa Pro subscription.
✓ Appropriate collaborator access.
✓ Connected rental bank and credit card accounts.
✓ Rent payment details and supporting documents when needed.
✓ Timely responses to questions about unclear transactions.
You connect your financial accounts yourself and complete any bank verification. You do not need to send us your bank passwords.
Keeping rental activity in dedicated accounts makes bookkeeping simpler and reduces the need to sort through personal spending.
Setup & Catch-Up Options
Get organized from wherever you are today.
Current-Month Setup
We set up your portfolio, properties, units, and current tenants in Stessa and establish tenant ledgers beginning with the agreed starting month. Opening balances are based on information you provide and the agreed scope.
We’ll review your records and agree on the scope and fee before work begins.
Getting started
A clear scope before we start.
Review
Tell us about your properties, current records, and the periods you need help with.
Propose
Receive a written proposal outlining the work and fees.
Organize
We complete the agreed setup or catch-up work, bringing questions to you along the way.
Continue
If you choose monthly service, we move into an ongoing bookkeeping process.
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What we may ask for
Depending on the project, we may request property and unit details, leases or rent schedules, tenant payment histories, opening balances, bank and credit card statements, receipts, and relevant mortgage or security deposit information.
You don’t need everything perfectly organized before contacting us. We’ll explain what’s needed and identify any gaps before work begins.