Financial Reporting

Know Exactly How Your Investment Is Performing

No guessing, no surprises. You'll receive clear monthly statements showing every dollar in and every dollar out. Annual summaries make tax time simple. And our owner portal gives you 24/7 access to your property's financial history.

Get Started What's Included

Transparency You Can Count On

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Complete visibility into income and expenses

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Documentation for tax filing and financial planning

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Early warning of cost trends or issues

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Peace of mind that nothing is slipping through the cracks

Every Month

Detailed Monthly Statements

$2,400.00

Rent Collected

-$185.00

Plumbing Repair

-$75.00

Snow Removal

-$192.00

Management Fee

**$1,948.00**

**Net to Owner**

Year-End

Annual Summaries for Tax Time

Total rental income for the year
Itemized expenses by category (repairs, maintenance, management fees, etc.)
Net operating income summary
Supporting documentation for all expenses
Ready for your accountant — organized and complete

24/7 Access

Online Owner Portal

Financial History

View current and past statements, year-to-date summaries, and expense history.

Document Storage

Access leases, inspection reports, and maintenance documentation.

Maintenance Records

See all maintenance requests, completed work, and associated costs.

Tenant Information

Current tenant details, lease terms, and payment history.

Secure Access

Password-protected, encrypted access to your information.

Mobile Friendly

Access from any device — computer, tablet, or phone.

Complete Financial Visibility

Income Tracking

Rent payments (amount, date, method)

Expense Tracking

Maintenance and repairs (itemized)

Property Documentation

Current lease agreement

Reporting Your Way

We adapt to your communication preferences: - **Email delivery** — Monthly statements sent directly to your inbox

Situation	Communication
Monthly statement	Email by 7th of each month
Rent deposited	Automatic deposit notification
Maintenance over threshold	Call or email before proceeding
Lease renewal	Contact 60-90 days before expiry
Issues requiring input	As needed

Client Stories

Testimonial

★★★★★

"Funds are deposited directly into my account with clear, detailed monthly reports. I've never had to meet my tenants or worry about day-to-day management. Highly professional and truly hands-off."

Pascal B.

Client for 10+ years

FAQ

Frequently Asked Questions

When do I receive my rent money?

Rent is deposited to your account monthly, typically within 5-7 business days after collection. Management fees and expenses are deducted before deposit, so you receive net proceeds.

What if a tenant pays late?

Late payments are noted on your statement. We follow up with tenants on late rent and keep you informed. If there are ongoing payment issues, we discuss options with you.

Can I get reports more frequently than monthly?

The owner portal gives you real-time access to your property's financial status. If you need formal reports more frequently, we can accommodate that.

How do I access the owner portal?

You'll receive login credentials when you become a client. Access is through our secure website, available 24/7 from any device.

What if I have questions about a charge?

Call or email us anytime. We're happy to explain any line item on your statement. Every expense is documented.

Do you provide tax documents?

We provide annual summaries with all income and expenses categorized for tax purposes. We don't provide tax advice, but our reports make your accountant's job easy.

Services

Reporting Is Part of Full Management

Property Management

Complete property management including rent collection, maintenance, and tenant relations.

Full Service Rent Collection Tenant Relations

Learn More

Rent Collection

Reliable rent collection with direct deposit to your account.

Direct Deposit Late Follow-up Clear Records