Monthly Statements

Owner statements detailing income, expenses, and net distributions — clear enough for tax prep.

Overview

What this service covers

Every owner gets a monthly statement they can hand to their CPA without a phone call. Income, expenses, deposits, distributions — itemized by unit and by property — plus annual rollups for tax season.

Statements are delivered through the owner portal and by email, with all backup invoices attached.

What's included

Per-property and per-unit P&L
Itemized income (rent, late fees, other)
Itemized expenses with vendor invoices attached
ACH deposit detail
Cumulative year-to-date roll-up
Year-end 1099-MISC issuance for vendors

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Our process

How monthly statements jobs run.

Reconcile

Trust account reconciled daily; bills paid weekly.

Generate

Statements generated between the 8th and 12th of each month.

Deliver

Portal + email; CPA email included if owner requests.

Roll up

January year-end statement for tax filing.

Pricing

Pricing depends on scope, materials, and site conditions. We provide a clear written quote after a free assessment.

Timeline

Most projects begin within 1–3 weeks of an approved quote, depending on permitting and material lead times.

FAQs

Common questions about monthly statements.

Do you provide tax documents?

We provide a year-end owner statement summarizing all activity, plus 1099s for vendors we paid on your behalf above the IRS threshold. Your CPA still files the return.