Bookkeeping Built for Real Estate Investors

What does Profit Partners do?

Profit Partners is a bookkeeping and fractional CFO firm for real estate investors and property managers. We keep monthly books in QuickBooks Online for rentals, short-term rentals, flips and multi-LLC portfolios, reconcile every bank and card account to its statement, and tie property management software such as AppFolio, Buildium and DoorLoop back to the books. Each month clients receive a profit and loss by property, a balance sheet and a plain-English note on anything that needs a decision. We also clean up books that are months or years behind and provide fractional CFO support for budgets, cash planning and lender-ready reporting. The firm is based near Atlanta, Georgia, works remotely with clients nationwide, and is run by Chris Savor, who also owns and operates manufactured housing communities. We do not prepare tax returns; we work with your CPA.

Bookkeeping services for real estate investors

Most of our clients own rentals, short-term rentals, flips, or a mix of all three, often through more than one LLC. The services below are how we keep that kind of portfolio readable.

• Real estate bookkeeping — monthly close, bank and card reconciliation, and profit and loss by property in QuickBooks Online.
• Property management accounting — trust accounts reconciled three ways, owner statements, and AppFolio or Buildium reconciled to the books. See also AppFolio bookkeeping.
• Short-term rental bookkeeping — platform payouts broken back into rent, cleaning fees, and platform charges.
• Catch-up bookkeeping — months or years of missing reconciliations brought current, then a monthly close going forward.
• Fractional CFO — budgets, cash planning, and lender-ready reporting for investors who have outgrown bookkeeping alone.

What your month looks like

You give us read-only access to your bank accounts, cards, and QuickBooks. After each month closes at the bank, we categorize every transaction with a payee and a property, reconcile each account to its statement, and tie any property management software back to the books. You then receive a profit and loss by property, a balance sheet, and a short note on anything unusual or any question we need answered. If we cannot resolve an item from the records, we ask you rather than guess.

Who we are a good fit for

We are a good fit if you own several properties, run more than one entity, use AppFolio, Buildium, or DoorLoop, or are tired of a spreadsheet that only one person understands. We are a poor fit if you want a one-time tax filing or a lowest-price data entry service. We keep books, reconcile them, and explain what the numbers mean, and we send you to a CPA or attorney when the question belongs to one.

Investors who work with us usually want three things: books they can trust at tax time, a clear answer to which property is actually making money, and financials that a lender or partner will accept without a follow-up call.

Common bookkeeping mistakes we fix

These are the problems we find most often when we open a new investor’s file. Each one links to a plain-English explanation.

• Mortgage payments booked as one expense instead of interest and principal
• Roofs and HVAC systems expensed when they should be capitalized: repairs versus improvements
• Tenant deposits treated as income: how deposits should be recorded
• Rehab costs on a flip: inventory or expense
• Several LLCs sharing one bank account: keeping each entity’s books separate
• No quarter-end reports for your CPA: what the books need to show each quarter

For a broader overview, start with our guide to bookkeeping for landlords or the free real estate bookkeeping guide.

Frequently asked questions

Who is Profit Partners for?

Real estate investors and property managers: landlords, short-term rental operators, house flippers, and multi-entity portfolios. We also work with some owner-managed businesses outside real estate.

Do you only serve clients near Atlanta?

No. We are based near Atlanta, Georgia, and work remotely with clients nationwide. Everything runs through QuickBooks Online and secure read-only bank access.

Do you prepare tax returns?

No. We keep your books reconciled and tax-ready and work with your CPA, who prepares and files the returns.

What if my books are months or years behind?

That is a normal starting point. We collect the missing statements, reconcile every account back to the oldest open month, correct what was miscategorized, and then move you to a monthly close.

How does pricing work?

Flat monthly pricing, set after a free discovery call once we have seen what your books look like. No hourly surprises.

Book a free discovery call and we will look at what is actually there before quoting anything.