Bookkeeping Solutions
for Real Estate Investors
With the right financial systems in place, you’ll gain time, clarity, and the confidence to make wise investment decisions.
Simplify your finances— grow your investments
Any of These Familiar?
Behind on your books, with no clear path forward?
Finding QuickBooks Online confusing?
Wasting time trying to keep track of finances?
Personal funds entangled with business funds?
Uncertainty around your financial picture?
Delaying decisions due to unclear financial data?
Not having a solid bookkeeping team on your side is likely already costing you!
Let’s Collaborate…
A good bookkeeping system can turn the lights on allowing you to see clearly your financial picture. You’ll be equipped with clear numbers to evaluate the performance of your investments, property by property. With that improved insight you can make better decisions. For example, let’s say that your portfolio should be profitable but you always seem to be short on cash. You’ve investigated the situation and have a vague idea of why this is happening but can’t be sure.
After partnering with a good bookkeeper who has implemented logical systems, you discover one of the units has had an increase in insurance that has not been accounted for. Also, there seems to be a never ending list of urgent expenditures across the portfolio which must be addressed such as the breaking down of air conditioning units, water heaters, or plumbing issues. As a result of implementing a good bookkeeping system patterns reveal themselves, allowing you to create a specific fund for unexpected occurrences. And build that fund based on accurate historical data. This should smooth out those dips and improve cash flow.
Moreover, a good bookkeeping system that breaks down profit and loss by property may reveal a particular rental unit is no longer profitable indicating a change would be in order, either increasing rent and reducing expenditures, or if the cash flow cannot be increased then it may be time to exit that investment.
With a well defined system of effective bookkeeping practices in place, your financial picture will come into focus and the right decisions will become more obvious.
By partnering with us you will gain some, or all of the following:
Order which brings peace and assurance, peace eliminates anxiety, which allows clear thinking, and improved decisions, leading to higher profits
Reliable data with which to build a strong passive income— providing you more control over your time
More time to investigate new investment opportunities
More time to grow your business
A business that runs itself with a higher degree of autonomy— allowing you to invest in more ideal life pursuits
New tools to evaluate new opportunities
Confidence rooted in clear, reliable financial insight—leading to peace of mind
Growth with purpose
Mark Cuban said “as a business grows, so too does its complexity.”
Like climbing a hill that seems to be getting steeper and steeper, there is a tipping point when an investment portfolio reaches a level where the bookkeeping requires too much time. Whether that tipping point is at 1, 3, 5, or 10 properties. If your portfolio is at that point we would be interested in helping.
We want to learn more about your investments. What types of issues are you having around bookkeeping and accounting? What practices are working for you, and what areas do think we could provide value?
Our goal is to learn, educate, inform, and empower. Let us get started, bringing clarity to your books so you can make well informed decisions. In addition, we subscribe to the idea that as a portfolio grows, it begins to develop intrinsic value based on the quality of the systems and practices in place. The importance of looking deeper into the economic forces that drive investment valuations, appreciation, and depreciation cannot be overstated.
If you’re ready to elevate your investment operation, let’s start that conversation now.
The Pathway to Clarity
Step 1
Call us and let’s discuss your investments
We’ll connect you to QuickBooks Online and connect you’re bank accounts too, unless you’ve already done this
Step 2
Create a bookkeeping plan
Together we will analyze your situation, and create a custom plan to organize your finances using sound accounting principles
Step 3
Implement the plan
We will implement the plan and report to you regularly. You’ll start enjoying the new extra time in your day, clarity, and higher net income!
Implementation
After beginning our service you’ll—
know exactly which properties are profitable and which need attention
maximize write-offs and possibly reduce your taxable income
make informed decisions about renovations, acquisitions, or rent adjustments
no longer scramble at tax-time and will have possibly lower CPA fees
When entering a new job with a new client, whose books are in disarray, a great place to begin is to build a sound bookkeeping system. In line with industry standards, we start with the foundation, which are the fundamental accounting principles. Here is a list of the principles we follow;
separate entity principle
faithful representation principle
historical cost principle
the going concern principle
the stable monetary unit principle
revenue recognition principle
matching principle
full disclosure principle
objectivity principle
materiality principle
With these principles we will build a system tailored to your specific situation, and you’ll finally see your finances like an underwriter does.
Invest in Clarity. Empower Your Growth
1. Standard Bookkeeping Package
💡 For investors who need solid financial records and tax-ready reports.
Includes:
Monthly P&L and balance sheet
Categorized transactions
Tax-time prep folder (organized by CPA needs)
Quarterly check-in call
Ideal For: New or smaller-scale investors
$395–$495/month
2. Growth-Oriented Bookkeeping Package
💡 For investors focused on scaling with insight and control.
Includes:
Everything in Standard, plus:
Monthly cash flow reports
Investment performance tracking
Quarterly growth strategy review
KPI dashboard (ROI, rent vs expenses, etc.)
Ideal For: Mid-level investors with multiple properties
$595–$695/month
3. Advanced Tax & Strategy Package
💡 For investors serious about long-term wealth and tax efficiency.
Includes:
Everything in Growth, plus:
Annual tax planning session
Entity structure and deduction strategy
Email access for year-round tax questions
Bi-monthly check-in calls
Wealth-building roadmap support
Ideal For: High-volume investors or REI professionals
$895–$1,095/month
About us
Ben Marlin
Ben joined the U.S. Marines at 17 and served honorably for five years. After saving diligently during his service, he transitioned to civilian life and began working as a real estate agent in Texas. Encouraged by a mentor, Ben purchased a small store in South San Antonio while renting out his condo to support the venture.
Just six months in, the 2008 financial crash hit hard. Customers disappeared, cash flow dried up, and his tenant stopped paying rent. Within a year and a half, Ben lost everything he had worked for and returned to California, where he met and married his wonderful wife, Edna.
Determined to rebuild, Ben pursued a Business Management degree at ITT Technical Institute. Though the school closed before he could complete his bachelor's, he earned his associate degree and discovered a strong interest in accounting. Encouraged by his professors and peers, Ben always dreamed of starting a bookkeeping business. But the time wasn’t right. Eventually when it became clear Ben needed to be available to help Edna, friends and family recommended they start an online business. Ben redirected his focus toward bookkeeping and financial services.
Today, Ben and Edna co-own a growing bookkeeping business dedicated to serving real estate investors. He holds multiple QuickBooks Online ProAdvisor certifications and brings firsthand experience in real estate, entrepreneurship, and resilience to every client relationship. Ben looks forward to continuing his education and helping others grow their businesses with clarity and confidence.
Edna Marlin
Edna immigrated to the United States from Mexico at 16, arriving without any knowledge of English. She lived with a church friend, worked hard to learn the language, and soon found work at a home daycare through a family connection. Edna thrived in that environment and went on to earn an associate degree in Early Childhood Development, which further strengthened her language skills and deepened her passion for working with children.
After nearly a decade in early childhood education, Edna reconnected with Ben through their church community. They married, and together they launched a Spanish language program for young children—a venture that began with Edna enrolling 10 families at a school dinner event. Ben immediately saw her natural ability in marketing and relationship-building.
When unexpected health issues arose, Edna was no longer able to work in childcare, and Ben took on the role of caregiver. The couple needed a flexible career path that could accommodate their unique situation. With encouragement from family and friends, they launched a bookkeeping business tailored to real estate investors.
Edna dove headfirst into the world of accounting. She mastered double-entry bookkeeping and accrual accounting, earned her QuickBooks Online certification, and even studied Ben’s college accounting textbooks. She continues to expand her knowledge in marketing and advertising to help grow their business. Today, Edna works full-time alongside Ben, bringing warmth, determination, and a deep care for clients to everything she does.
Who we can help
We help real estate investors bring order to their books and insight to their decisions. Specializing in investor-specific bookkeeping, so you can grow with clarity—not chaos.
Anyone who either doesn’t want to set up their accounts themselves from the beginning. They are just starting out and want to “do it right” from the beginning.
Then there’s someone who already has purchased a few properties and their operation is going relatively well, but the bookkeeping is starting to get overwhelming, and they recognize it’s time to bring a bookkeeper on board.
Lastly, someone has purchased some investments but is becoming lost in the numbers, and is finding it difficult to make sense of it. Their QuickBooks Online system has not been reconciled in a long time, or ever.
How we can help
organization and clarity regarding your bookkeeping situation — empowering you with relevant knowledge
solid dependable numbers showing your financial positions and will be able to see the path to how you got them
a customized account structure optimized to your particular portfolio
a diagnosis, pointing to what practices are working and which ones aren’t— allowing you to authorize improvements which will save you valuable time in the future
a unique system will be created for your books to organize recurring overhead expenses, as well as incidentals, and separate them out from capital investments
return on investment per client, or per property, or any other metric you request— making this information accessible and easy to understand
monthly financial statements communicating how your business is performing and illustrating whether or not you’re moving towards your goals
We know however, that letting the books just “take care of themselves” will rob you of peace of mind, and can lead to confusion about the numbers your see in your bank accounts. Let us help you check off your list “complete bookkeeping for the month”. This will bring clarity to your understanding about your business and therefore, higher quality decisions, leading to saved time and higher revenues. It also can reveal what marketing and advertising expenses are working, and which aren’t. We’ll show your ROI per client, or per property. And for investors ROI is a key variable in calculating CAP rates.
“we’ll analyze your chart of accounts and set up a structure that makes the most sense for your business- then set up bank rules to automate some categorizations most common to your situation. Afterwards, we’ll zoom out and take a high level strategic view of your overall financial health, and chart a course to a higher level of financial insight!”
We’re on Facebook and Linked In. My husband and I run a bookkeeping business that specializes in working with real estate investors. We help take the stress out of tracking income, expenses, and preparing for tax season—so you can focus more on growing your portfolio and less on spreadsheets. Looking forward to learning from you all and contributing where I can!”
We continuously add to our knowledge base, deepening our understanding of accounting systems and tax law. We are bookkeepers, not CPAs nor tax attorneys, however our bookkeeping systems fit seamlessly into your tax professionals’ systems and we should be in contact with those individuals.