Simple. Flat-Fee. No Surprises.

Catchup Bookkeeping

• ✦ Review current books & chart of accounts
• ✦ Coordinate with your tax preparer before restructuring
• ✦ Categorize & reconcile all backlog transactions
• ✦ Reclassify prior transactions as needed
• ✦ Reconciliation summary report upon completion

Monthly Service Plan

• ✦ Monthly transaction categorization & review
• ✦ All bank account reconciliations
• ✦ Rent collections, owner distributions & management fees
• ✦ Owner distribution wire processing — no per-wire charges
• ✦ Monthly financial reports
• ✦ Direct access to Levi — always

Tech Stack Advisory & Setup

• ✦ Evaluate your current software and workflows
• ✦ Recommend the optimal tech stack for your portfolio
• ✦ Full implementation & configuration of recommended tools
• ✦ Xero, Gusto, DoorLoop/Buildium/AppFolio & Baselane
• ✦ Team training & onboarding
• ✦ Goal: reduce manual work & position for scalable growth

Per-Wire Charges

Owner distribution wires are included in the flat monthly fee regardless of volume.

Per-Property Fees

No per-property or per-unit charges. Your flat fee covers your entire portfolio.

Hourly Overages

No hourly billing. Ever. You know exactly what you'll pay every month.

Report Fees

Monthly P&L, balance sheet, and owner statements are included in your service plan.

Communication Fees

Questions, emails, quick calls — all included. You have direct access to Levi.

Setup Fees (Ongoing)

Adding new properties or accounts doesn't trigger additional setup charges.

When does the monthly service plan start?

The monthly service plan begins in the first full month after your engagement letter is signed. Catchup bookkeeping is billed separately at $300–$400 per month of backlog.

What if my portfolio grows significantly?

We'll discuss pricing adjustments as your portfolio grows. Any fee change comes with 30 days written notice — you'll never be surprised by an invoice.

Do you work with non-property management businesses?

Yes — we work with any Florida small business. Our property management specialization is a differentiator, but our bookkeeping and accounting services apply to any industry.

Is there a minimum commitment?

Yes — we require a minimum 3-month service plan commitment. This ensures enough time to properly clean up, organize, and optimize your books before transitioning to steady-state maintenance.

How do I pay?

We invoice via Xero with ACH bank transfer through Stripe. Monthly service plan invoices are due on the 1st of each month. Invoices unpaid after 15 days incur a 1.5% monthly late fee.