Can my CPA get direct access?
Yes. We can grant CPA-only portal access with read access to financials.
Reporting
Building, unit, and tenant-level reports — plus annual tax-prep summaries.
Overview
What this service covers
Beyond the standard monthly statement, we provide on-demand reports for owners and CPAs: per-unit P&L, vacancy and turnover, maintenance spend by category, capital expenditures, and full year-end summaries ready for Schedule E filing.
Reports are downloadable from the owner portal as PDF or CSV.
What's included
- Per-unit and per-property P&L
- Vacancy and time-to-lease metrics
- Maintenance spend by category
- Capital improvement tracker
- Rent roll snapshots
- Year-end summary for CPA / Schedule E
Our process
How reporting jobs run.
01
Set up
Map chart of accounts to your reporting preferences.
02
Generate
Standard reports run monthly; ad-hoc on request.
03
Deliver
Portal + email.
04
Year-end
Annual rollup in January for tax prep.
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 reporting.
Do you export to QuickBooks?
We export CSV that imports cleanly into QuickBooks and most other accounting packages.
Related services
Often paired with reporting.
Ready to get started?
Tell us about the property and the work you need. We'll respond within one business day.