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Updated over 1 year ago on . Most recent reply

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7
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Amanda Davi
  • Investor
  • Thousand Oaks CA, United States
17
Votes |
7
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Bookkeeping Systems and Processes

Amanda Davi
  • Investor
  • Thousand Oaks CA, United States
Posted

Hi guys! Wondering what software/systems you guys use to track income and overall financial health on your portfolios. All of our different properties are in LLC's with the income & expenses attached to a bank account that is set up just for that LLC. I'm looking for a something that gives me a holistic approach of all of our income/expenses across our whole portfolio without having to go into multiple bank logins and manually add it to spreadsheet. Does anyone have any advice on best ways to track this?

Most Popular Reply

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8,153
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3,695
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Basit Siddiqi
  • Accountant
  • New York, NY
3,695
Votes |
8,153
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Basit Siddiqi
  • Accountant
  • New York, NY
Replied

Best practices for organizing / bookkeeping

Create an online storage account such as Google Drive, Dropbox, Apple Storage to save your reciepts.
Accounting software such as Quickbooks(Desktop), Quickbooks(online), Stessa, Xero are likely industry leaders.

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Basit Siddiqi CPA
4.9 stars
80 Reviews

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