Pricing for Real Estate Investor Bookkeeping Services
Let us handle the numbers so you can focus on growing your business.
Learn why Check Bookkeeping is the preferred real estate investor bookkeeping service in New York.
Choose a Bookkeeping Service Package That Best Fits Your Needs
🏗️ STARTER STRUCTURE
From $400 / Month
🎯 Best for: Solo investors and small builders who just need clean, compliant books and basic visibility into the numbers.
Includes:
✅ Stay compliant and tax-ready with monthly categorization of income and expenses in QuickBooks.
✅ Know your numbers are accurate because we reconcile your bank & credit card accounts every month.
✅ See a clean snapshot of your business with clear monthly P&L and Balance Sheet reports.
✅ Keep each property/project straight for tax time with separate tracking by deal.
✅ Make tax season painless with a simple year-end report package for your tax professional.
Timeframe:
⌚ Reports delivered within 20 business days of month end reconciliation
Support Highlights:
💬 Response time: within 5 business days
💬 Email-based support
⭐ Most Popular
🏗️ STRATEGIC SUPPORT
From $700 / Month
🎯 Best for: Growing contractors and real estate investors who want to use their numbers to run projects and make decisions with confidence.
Includes:
✅ Everything in Starter Structure, plus:
✅ Run your business off one simple report pack with monthly P&L, Balance Sheet & Cash Flows.
✅ See the health of your business at a glance with a dashboard of 3–5 core metrics (revenue, gross profit, overhead %, cash trend).
✅ Catch issues before they become problems with a quarterly financial review call or Loom video walking you through what changed and what to watch.
✅ Stay out of tax email ping-pong with year-round coordination with your tax planner: we share clean reports and answer bookkeeping questions so they can be proactive (we don’t provide tax advice).
✅ Have us handle the tax-time back-and-forth with end-of-year collaboration with your tax preparer: we email them your complete year-end package and answer bookkeeping questions so filing is smoother.
Timeframe:
⌚ Reports delivered within 10 business days of month end reconciliation
Support Highlights:
💬 Response time: within 2 business days
💬 Dedicated bookkeeper who stays on your file
🏗️ SCALING SUCCESSION
From $1100 / Month
🎯 Best for: Established investors & developers with teams, subs, and multiple projects who want a finance partner, not just a bookkeeper.
Includes:
✅ Everything in Strategic Support, plus:
✅ Make confident decisions every month with a financial strategy session focused on cash, profit, and upcoming projects.
✅ Answer “what happened?” in real time using enhanced management reports with interactive financial statements in Fathom.
Drill down from summary view into specific accounts and months
Interactive P&L, Balance Sheet, and Cash Flow waterfall so you can click through during reviews
✅ Never chase subs for paperwork again with done-for-you contractor W-9 tracking and 1099 preparation and filing.
✅ Stop worrying about being “audit-ready” because we collect and organize receipts and support documents.
✅ Stay ahead of banks and investors with organized support docs so you can quickly respond to information requests.
Timeframe:
⌚ Priority report delivery within 7 business days of month end reconciliation
Support Highlights:
💬 Priority access: email, text, and phone
💬 Response time: within 24-hours
💬 Dedicated bookkeeping + advisory lead who knows your portfolio
Is This Right For Me?
Q: What kind of satisfaction guarantee do you offer?
We offer a 30-Day Secure Foundation Guarantee: If you’re not completely satisfied within your first 30 days, we’ll refund your full payment—no questions asked.
This promise is my way of helping you being with confidence.
We stand 100% behind our bookkeeping services. We understand real estate investing, bookkeeping, and client service. By offering this guarantee, I’m putting my expertise, backed by reassurance, behind your success.
Not many firms are ready to offer such guarantee.
Q: What’s included in each pricing package?
Each of our packages includes virtual bookkeeping tailored for real estate investors, covering QuickBooks Online setup, monthly transaction categorization, bank and credit reconciliation, Profit & Loss and Balance Sheet reporting, job costing for rehab or rental projects, HUD-to-journal entry processing, multi-entity/property tracking, and secure document management.
Q: Are there any onboarding or setup pricing?
Yes. We charge a one-time onboarding price equal to one month of your bookkeeping package.
This covers:
essential administrative setup
QuickBooks Online configuration
secure client portal integration
document gathering and review
and team coordination
This ensures we can seamlessly integrate into your workflow and deliver accurate, timely bookkeeping from day one.
Q: Do I need to sign a long-term contract?
No.
You won’t be locked into anything. All our service agreements are month-to-month—you’re free to upgrade, downgrade, or cancel with just 30 days’ notice. No penalties. No lock-ins. Ever.
We ask for 30 days' notice because we’re running a business too—we need to forecast and manage cash flow just like you do. This gives both of us the clarity and flexibility we need to thrive together.
Q: How quickly will I receive my first financial reports?
Once you’re fully onboarded and have provided all the required documents (like bank and credit card statements, loan documents, etc.), I’ll generate your first Profit & Loss and Balance Sheet by the 10th business day of the following month. This ensures you get timely and accurate insights—so long as the documentation is complete and submitted on time.
Q: What if I don’t use QuickBooks Online yet?
No problem—in fact, that’s often where I add the most value. I'll help you choose the right QuickBooks Online subscription and determine whether you’d benefit from multiple subscriptions or a single one with multi-entity tracking.
I'll handle the full setup:
configure your QuickBooks profile
integrate you into the secure client portal
organize your chart of accounts based on your real estate strategy (fix‑and‑flip, long-term rental, etc.)
and ensure everything runs smoothly from the start.
Plus, as a ProAdvisor, we can set you up through the ProAdvisor Preferred Pricing program—this unlocks an exclusive ongoing 30% discount on QuickBooks Online subscriptions, whether billed to your firm or passed through directly to you, depending on what fits best for your setup.
Q: Can you help if my books are completely out of order or I don’t have bookkeeping at all?
Absolutely.
Whether you’ve never done bookkeeping or your records are a tangled mess, I’m here to help you start fresh. My cleanup service includes:
Assessing how far back we need to go and scoping the project.
Reconciling bank, credit card, and balance sheet accounts to ensure everything matches.
Organizing your chart of accounts and categorizing transactions properly to set a clean foundation.
Implementing systems for separating personal and business expenses to prevent future confusion.
Delivering tidy, accurate Profit & Loss and Balance Sheet statements so you can make decisions with confidence.
We’ll start with a paid diagnostic review: I’ll assess your records and provide you with a realistic timeline and quote. Together, we’ll clear the chaos and lay a clean, professional foundation for your business.
Find out why Real Estate Investors are choosing us for their Bookkeeping needs.