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Updated about 6 years ago,

User Stats

174
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115
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Rachel Luoto
  • Lake Oswego, OR
115
Votes |
174
Posts

Help me make a great Christmas gift!

Rachel Luoto
  • Lake Oswego, OR
Posted
Our bookkeeping is a mess! So for Christmas, I’m making a binder to keep all our information in one spot. So far I’ve got: By property: Listing when bought Copies of keys Copies of leases Move in move out condition checklists Tenant tracker by month (to keep track of how they’ve paid rents, so we have accurate records for any future landlord) Tax year receipts for maintenance/capex items Operating expenses income Manila receipt folder Deed Insurance policy Mortgage information Financial statement, per property Other: Tax return 1040s, w2s, other income Financial statement for portfolio We currently have 5 doors and will be getting more. It will be nice to have everything in one spot to reference for CPAs, banks, and potential partners. Thank you for any input! Happy holidays :)

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