Accurate, timely financial reporting is a vital part of successful property management. As a rental property owner, you need clear, organized financial data to monitor cash flow, track expenses, and plan for the future. Our financial reporting and owner statements give you a complete view of your property’s performance—without the guesswork. Whether you own one unit or a portfolio of properties, we provide the transparency and tools you need to stay informed and make smart financial decisions.
Monthly Owner Statements
Each month, we deliver detailed owner statements that break down income and expenses for your property. These reports are professionally prepared, easy to read, and accessible through your secure online owner portal.
Monthly statements include:
- Rent collected during the reporting period
- Management fees and service charges
- Maintenance and repair expenses with vendor details
- Utility payments (if applicable)
- Owner disbursements and ending balance
We also attach scanned invoices or receipts for all repairs and services, so you always know exactly where your money is going. Clear and consistent reporting helps you spot trends, identify cost-saving opportunities, and avoid surprises.
Real-Time Access Through Owner Portal
We make financial information available 24/7 through a secure online portal. This digital access allows you to review current and historical statements, download documents, and track payments at your convenience.
The owner portal provides:
- Real-time transaction records
- Downloadable PDF statements
- Work order updates and service logs
- Owner draw details and payment history
- Year-end summaries and tax forms
Whether you’re at home or on the go, your property’s financial performance is always just a click away.
Year-End Tax Reporting
At the end of each calendar year, we provide comprehensive tax documentation to help simplify the filing process. Our year-end reports are organized and formatted for your CPA or tax preparer, reducing the time and stress of collecting paperwork from multiple sources.
Tax preparation support includes:
- Form 1099-MISC for rental income (when required)
- Year-end income and expense summaries
- Final monthly statement with cumulative totals
- Vendor payments and categorized expenses
We help you stay compliant with IRS reporting requirements and ensure you have the documents needed to claim deductions and report rental income accurately.
Custom Reports and Owner Requests
In addition to our standard reports, we can generate custom financial reports based on your specific needs or preferences. Whether you want a quarterly cash flow summary or a breakdown of expenses by category, we’re happy to provide additional insights.
Examples of custom reporting:
- Profit and loss statements by unit or portfolio
- Capital expenditure tracking
- Vacancy and rent collection rate analysis
- Maintenance cost comparisons over time
- Budget-to-actual performance reports
These reports help owners with larger portfolios or long-term strategies make data-driven decisions with clarity and confidence.
Transparent and Organized Recordkeeping
All financial records are securely stored and organized within our management system. We ensure your data is protected, your records are complete, and every transaction is tracked and accessible.
Our recordkeeping process ensures:
- Compliance with legal and tax requirements
- Easy access to documentation for audits or disputes
- Accurate tracking of owner contributions and disbursements
- Long-term storage for historical performance analysis
With our financial reporting and owner statement services, you’re never left wondering where your money is or how your property is performing. We give you the insights, transparency, and tools to make smart financial choices and feel confident in your investment.