expert bookkeeping services for real estate investors

Because ambitious portfolios need advanced financials. 

As Your Real Estate Portfolio Grows, So Does The Complexity Of Your Finances.

Welcome to bookkeeping services custom-built for real estate leaders.

You’ve grown out of cobbling together financial insights from multiple sources or second-guessing crucial details. Simply tracking transactions is one thing, but you also need financial data that drives decisions. Real-time insights that spot opportunities and prevent costly oversights. And organized systems that can handle everything from construction loans to complex closing statements without missing a beat.

So at Ambrose Bookkeepers, we deliver more than just clean books. We create and maintain the financial infrastructure that offers you consistent clarity and control.

Unlike your tax CPA who’s swamped, a fractional CFO without real estate expertise, or a basic bookkeeper who can’t handle the complexity of your work, we’re fully immersed in your industry and have your back year-round. (Closing statements? Construction loans? Strategic depreciation? That’s our language.)

When We Team Up, You Get

Customized monthly reporting packages

so you can clearly understand your true ROI on each property and strategy

CPA-level expertise in complex real estate transactions

(no more waiting for your tax CPA to get back to you, or worrying about being able to command the room in meetings with lenders and partners)

Property-by-property profitability tracking

that reveals opportunities, letting you leverage patterns to identify what decisions to make next

Seamless collaboration with your tax CPA

helping you optimize both your operations and tax benefits

Strategic insights that guide intelligent scaling decisions

because you’ve got real performance data to back you up

Success Story

We don’t ever have to worry about anything now with Ambrose Bookkeepers.

We recently sold a rental property and it was so refreshing to see that everything was well organized. We get email updates. Things are done monthly. We didn’t have to wait months to see the results of everything we’ve done prior.

Having monthly data is so important. It is so efficient. You can track things better. You can plan. Looking at the data has opened our eyes. It has helped us see a clearer picture on a monthly basis as to where we are financially with our business, and we’re thankful to have that.

Evan and Ebonie W.

Owners, Lawgi Homes

Bookkeeping Services For Real Estate Investors

Count on us to understand your industry inside and out.

FULL-SERVICE MONTHLY BOOKKEEPING

Take control of your business finances with our full-service monthly bookkeeping package.

We know exactly what to capitalize and what to expense, how to book purchases and closings to give your business the biggest benefit, and the clearest way to give you detailed reporting at both the property and entity level. You’ll finally understand your financial performance with clear, easy-to-read reports and personalized analysis to make sense of it all.

Investment: Starting at

$450

/month

What You'll Receive:

  • A customized chart of accounts tailored for real estate investing
  • Property tracking capabilities
  • Entity tracking capabilities
  • Incoming & outgoing transaction matching
  • Monthly bank and credit card reconciliations
  • Monthly property manager statement reconciliations
  • Annual mortgage reconciliations
  • Monthly financial reports
  • Profitability tracking by project
  • Easy, consistent email & phone support (without navigating a single phone tree)
  • Year-end tax ready package
  • Coordination with your tax CPA
  • Peace of mind (this one’s unlimited!)

QUICKBOOKS ONLINE CLEANUP

If your records need a cleanup before you can even think about what comes next, we’re here for you.

Whether you’re a few months behind or simply need to tidy up, we’ll reconcile and streamline your books, ensuring accurate financial reporting up to your last filed tax return. 

Investment: Starting at

$1,500

/month

What You'll Receive:

  • A customized chart of accounts tailored for real estate investing
  • Property tracking capabilities
  • Entity tracking capabilities
  • Incoming & outgoing transaction matching
  • Bank, credit card and mortgage reconciliations
  • Property manager statement reconciliations
  • Financial reports
  • Profitability tracking by project
  • Email & phone support

Here’s How Our Partnership Works

We prepare better data for better decision-making. Join Kristen for an over-the-shoulder look into exactly how the monthly bookkeeping process works!

01
Discovery Call
We'll set up a quick call to discuss your business, your goals and where your finances are at today. (And even if you feel like your books are a mess, there’s no judgment here. We’re on your team.)
02
Financial Statement Diagnostic
Let’s understand where you are in order to customize your path forward. We’ll look through your current financials and give you a line-by-line analysis on what could improve. The cost of the diagnostic ($200) is credited towards a future service if you decide to move forward with one of our packages. 
03
Account Setup and Support
We’ll send you a list of all the statements and access that we’ll need to get the job done efficiently. After you grant us these files and connect with us in our shared Google Drive, your work here is done. 
04
Consistent Record-Keeping and Analysis
We’ll dive into the details and optimize your financials using specific best practices for the real estate industry. With accurate reconciliations and reports, we’re a well oiled machine on your team. 
05
Monthly Meetings
What gets measured gets managed. Taking some time every month to review your financial results allows you to make more informed decisions, whether you’re looking to scale or to sustain with less stress. We’ll translate everything you need to know to set you up for success.

The proof is in our client transformations: cleaner deals, clearer insights, and the confidence to scale strategically. 

Rod G., Owner, GPG Management

Ambrose Bookkeepers has my 100%-hands down full recommendation. Highest marks for sure.

Like a lot of business owners, I’ve gone through a number of different bookkeeping solutions. Trying to do it myself was the ultimate mess. Having a local bookkeeper who kind of knew what she was doing but didn’t really fully understand real estate wasn’t a great solution for us either. Then we hired a fractional CFO, but their execution wasn’t great.

But after we found Ambrose Bookkeepers, we’ve had a great experience. They are prompt, respond very quickly, and they really cleaned up a mess for us. Now we’re in maintenance mode, and I would estimate that we’ve saved three hours a month in transitioning from our fractional CFO to Ambrose Bookkeepers.

Frequently Asked Questions

Clear Answers For Complex Businesses

We’re here to cover whatever’s on your mind.

At Ambrose Bookkeepers, we specialize in working with small to medium size businesses in the real estate space. This includes short term and long term rental real estate investors, property managers, and flippers. We have a deep understanding of the financial needs and challenges faced by these particular businesses, and we are committed to helping them succeed and achieve their financial goals.

Our real estate expertise helps us meet your needs in ways that generalist bookkeepers may not. Knowing how to book closing statements correctly, track escrow accounts properly, capitalize major repair expenses, and set up the system to be able to track by property and entity are all critical for your business, and you can count on us to get it right.

No, we can use one QuickBooks Online Plus or Advanced subscription for multiple entities as long as they have the same business purpose (real estate). We use the Business field within QBO to distinguish between entities and the Class field to categorize properties. This allows us to run reports by both entity and by property.
Ambrose Bookkeepers doesn’t offer tax preparation services. However, we do coordinate with your tax CPA to ensure that your financial records are in order and ready for tax season. This can save you time and money by making the process of working with your tax CPA smoother and more efficient.

We treat your business finances with care to save you time, stress, and money.

On your own, it’s overwhelming to figure out how to track your projects and profits in addition to all of your property-related responsibilities. We back you up by:

  • Finding and eliminating duplicate charges or mistakes
  • Managing even large volumes of transactions so you’ll know exactly what you’ve spent and how it tracks against the budget
  • Employing smart strategies like capitalizing certain expenses to save you real money come tax time
  • Ensuring all your rent has been received and documented
  • Reducing the time (and expense!) it takes for your tax CPA to organize your financials and process your returns
  • Guiding you through all the details of your finances, so you completely understand where you are and what’s possible
  • And so much more.

If there’s something else you’re curious about, go ahead and book a call with us so we can talk through your situation!

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