Industries — Real Estate & Property

Bookkeeping & Tax Services for Real Estate & Property

Real estate wealth is built property by property — but most owners keep books portfolio by portfolio, one blended account where the winners quietly subsidize the losers. Per-property books change every decision you make.

Book a Free Discovery Call Call (954) 352-3927

The pain points

Where real-estate books go wrong

One bucket for every property

Blended books hide which properties cash-flow and which bleed. You cannot fix, sell, or scale what you cannot see.

Security deposits and escrows

Tenant deposits are not income and not your money to spend. Sloppy deposit tracking creates real liability at move-out and at tax time.

Repairs vs. improvements

What can be expensed now and what must be depreciated matters — a lot — on a real-estate return. Guessing wrong in either direction costs you.

How Triumph helps

Books organized the way you own

We keep a clean set of books per property: rent and other income, operating expenses, repairs versus capital improvements, and depreciation schedules maintained year after year — ready for your Schedule E or entity return without a January excavation.

Monthly bookkeeping starts at $225/mo (QuickBooks Online included), cleanup starts at $350, and we handle the contractor 1099s your properties generate. Selling or exchanging? Your records will be lender- and buyer-ready.

Investors, landlords, and small property managers get one team for the books and the taxes behind them — MBA-led, with a licensed CPA on staff.

Straightforward pricing

What it costs

Monthly Bookkeeping

Your books closed every month, on time.

From $225/mo
  • QuickBooks Online included
  • Up to 1,000 transactions per month
  • Monthly financial statements
  • Bank and card reconciliations
Book a Discovery Call

Year-End Ready Review

A one-time check before tax season.

$265
  • Full review of your books for the year
  • Issues flagged before your return is filed
  • A clear fix list, in plain English
Book a Discovery Call

Need a finance partner, not just clean books? Our Fractional CFO services start at $1,000/mo (CFO Foundation), with CFO Operator at $2,950/mo and CEO Edge at $5,900/mo for growing companies that need forecasting, cash-flow management, and board-level reporting.

Next step

Talk to an advisor who knows your industry

Book a free discovery call and we will map your bookkeeping, tax, and back-office needs — no pressure, no obligation. Know another owner who needs this? Refer a friend and earn a $25–$100 credit when they become a client.

Book a Free Discovery Call Call (954) 352-3927

Triumph Business and Tax Solutions LLC — MBA-led, with a licensed CPA on staff. Triumph is not a public accounting firm; services that require a license to practice public accountancy are performed by the licensed CPA on staff.