Step 1
Intro call
A qualification call about your portfolio, entities, and current setup — with the people who will actually run your books.
Ledgre CPA
A real estate CPA on your books — as much or as little as you want.
Agents do the daily bookkeeping. Your CPA either reviews the month's work (CPA Review) or runs the whole thing — books, close, and tax strategy (CPA Full Service).
CPA Review $99/mo · CPA Full Service from $249/mo, quoted on the call
Book a callTwo levels
CPA Review — $99/mo
Each month, a licensed real estate CPA reviews your account mappings and transaction assignments and confirms everything is categorized correctly. Miscategorizations get caught and corrected. No meetings — just a correctly-assigned month, every month.
CPA Full Service — from $249/mo
Your dedicated, licensed real estate CPA runs the books end to end: monthly close, reconciliation, and a year-end tax-ready package, plus proactive tax strategy. Priced for your portfolio on the call.
Built for real operators
CPA Full Service is for owners and property managers who'd rather hand the whole thing — books and tax strategy — to one dedicated expert. If you're juggling a bookkeeper, QuickBooks, or spreadsheets, plus a year-end CPA scramble, this replaces all of it.
What Full Service delivers every month
From the free software
Transactions categorized and posted continuously
Schedule E-ready books, all year
Added by your dedicated CPA
Your CPA reviews and closes the books every month
Per-property and per-entity P&L, portfolio-level reports
Exception questions batched to you — nothing more
Proactive tax strategy: cost seg, depreciation, entity setup
The honest comparison
| Comparison criteria | Staffed bookkeeper | Traditional CPA firm | DIY software | CPA Full Service |
|---|---|---|---|---|
| Monthly cost | $1,000+ | $$$, often annual | Your evenings | from $249/mo |
| Who does the work | A person you manage | Their staff, their queue | You | AI agents + your CPA |
| CPA on the account | No | Yes | No | Yes — included |
| Strategic advice | No | Billed hourly | No | Included — year-round access |
| Monthly close | Sometimes | Usually annual | Rarely happens | Every month |
How Full Service onboarding works
Step 2
We take over your books
Connect banks, cards, loans, and your property system. We pick up from your last close — bringing over what's needed to run your books from there, not years of history to re-process.
Step 3
First monthly close
Your CPA reviews and closes the first full month. From here on, closed books and reports arrive on schedule.
Step 4
Steady state
Agents handle the daily work, your CPA closes each month, and your question load drops to a short batched list.
Why a CPA-run service can start at $249/mo
Agents automate the bulk of the bookkeeping on a real double-entry ledger with a full audit trail. Your CPA's time goes to judgment — finding deductions, closing the books, and planning your next move — not data entry. That's why a CPA-run service can cost less than a staffed bookkeeper.
Book a call
A 20-minute qualification call about your portfolio — no pitch deck, just your books.
Common questions
How does the pricing work?
CPA Review is $99/mo. CPA Full Service starts at $249/mo, priced for your portfolio on the call, and billed monthly. Full Service onboarding sets your books up from your last close, then they're kept clean and closed every month.
What exactly does CPA Review include?
Each month, a licensed real estate CPA reviews your account mappings and transaction assignments and confirms everything is categorized correctly. It's a review of the books the AI keeps — not a meeting. Your books stay yours.
I have a bookkeeper (or years of QuickBooks). What happens to that?
We take over from your last clean close. During onboarding we connect your accounts and bring over what's needed to run your books from that point forward — we don't stretch back years to re-process old history. If you're paying a bookkeeper $1,000+ a month today, CPA Full Service typically costs less and puts a dedicated, licensed real estate CPA on your account instead.
How much of my time does this need?
Minutes, not hours. The agents and your CPA do the work; anything that genuinely needs your context arrives as a short batched list of one-tap questions. You get reports and closed books, not tasks.
Is my financial data secure?
Yes. Bank-level 256-bit SSL encryption, SOC 2 Type II certified providers like Plaid for bank connections, full audit trail on every change, and you own your data.