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Modern Housing

REAL ESTATE BOOKKEEPING 

Real Estate Bookkeeping for Self-Managing Property Owners and Trustees

Managing multiple properties can be complex, especially when you self-manage or oversee properties as a trustee. Our real estate solutions help you stay organized, ensure tax compliance, and make smarter investment decisions. From tracking rental income and expenses to expert 1031 exchange guidance, we provide the support you need to optimize your property portfolio.

Best Bookkeeping Firm in Irvine
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Bookkeeping Serivces in Newport Beach
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Real Estate Solutions for Property Owners & Trustees

Comprehensive support for property owners and trustees managing multiple properties. From tracking income and expenses to expert guidance on 1031 exchanges and clear financial reporting, we help you stay organized, compliant, and make informed investment decisions.

Self-Managing Owners

Comprehensive support for self-managing property owners

1031 Exchange Expertise

Expert guidance on 1031 exchanges to defer taxes and maximize your real estate investments

Income & Tax Compliance

Accurate recording of rental income and tax obligations

Trustee Assistance

Specialized help for trustees managing multiple properties

Expense Tracking

Detailed monitoring of property costs and expenses

Financial Reporting

Clear, actionable reports for informed investment decisions

Hassle-free Bookkeeping with Powerful Software

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Track, Manage, and Optimize Every Dollar from Your Properties

Irvine Bookkeeping provides expert support for property owners and trustees. What sets us apart is our dedicated team of professionals who ensure every number is accurate and organized. Our real estate bookkeeping services track rental income, property expenses, and tax compliance with precision. We work with the tools you trust and integrate seamlessly with your workflow—your reliable financial partner for managing and optimizing your properties.

Prompt email responses within 24 hours.

Secure data transmission and storage.

Efficient task tracking and follow-up.

Transparent flat-rate pricing.

Dedicated & expert bookkeepers.

Technology-driven workflow & performance.

HOW IT WORKS

Getting Started is Easy!

1. Schedule Your Free Call

Your time is valuable. Let's set up a meeting so we can talk about your concerns and see if we're a good fit.

3. Review Your Proposal

We'll suggest ways to improve your processes, software, and systems based on our assessment. If you accept our proposal, we'll start!

2. Join Review Meeting

To stay organized, we'll learn your company's goals and bookkeeping needs.

4. Enjoy Onboarding Time

We'll introduce you to our financial expert. She'll answer your queries, provide monthly reports, and prove you're making money.

Simple, Transparent & Flat Pricing For Your Construction Company

We provide comprehensive services for property owners and trustees, including financial statements (weekly, monthly, and quarterly), bank account reconciliations, tax preparation, and advisory support. Our complete real estate accounting solutions ensure your property finances are organized, accurate, and easy to manage, giving you confidence in every decision.

Basic

Monthly 1 bank account, 1 credit card

Monthly  Transaction Update

Bank/ Cash Management

Financial Statements

Payroll Reconciliation

Full

Weekly 2+ bank accounts, 3+ credit card

Weekly Transaction Update

Bank/ Cash Management

Financial Statements

Payroll Reconciliation

Project-Level Costing

Estimate Customization

Asset and Liability Tracking

1099s For Contractor

Loan Tracking

Customer Service & Tech Support with Software

Premium

Weekly 2+ bank accounts, 4+ credit card

Weekly Transaction Update

Bank/ Cash Management

Financial Statements

Payroll Reconciliation

Project-Level Costing

Estimate Customization

Asset and Liability Tracking

1099s For Contractor

Loan Tracking

Customer Service & Tech Support with Software

AR & AP Management - Daily

AR: Debt Management

AP: Process AP Payments via Bill.com and Schedule Payments by Due Date

Unlimited Email/ Phone/ Zoom Call Support

Financial Statement Analyst

Budget and Planing Service, Maximize Your Resources

Backup for Your Vacationing Workers

Don’t See What You’re Looking For?

We are only a phone call away, so you can get:

In-depth needs assessment based on your requirements.

​Tailored solution implementation based on your problems.

Transparent pricing packages customized to your budget.

The Latest from Irvine Bookkeeping

, Worry Right!

 IB Takes Care of Bookkeeping, So You Can Grow Your Construction Company.

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