Bookkeeping Built for Real Estate Investors
Three tiers with one primary focus.
Every investor’s operation is different. We built three service tiers so you can start where you are and scale with us as your portfolio grows.
Please note: Cynergy Business Solutions provides bookkeeping and financial reporting services only. We do not prepare or file taxes. We work directly with your CPA or tax professional to ensure your books are always ready when they need them.
THE FOUNDATION
For the investor getting their financial house in order.
You have properties or deals producing income, but your books don’t reflect it clearly. The Foundation gives you organized, reconciled monthly financials and the visibility you need to make confident decisions.
Best For:
Landlords with 3–10 doors or Flippers running 1–3 active projects
Transaction Limit:
Up to 75
transactions/month
Starting at:
$500/month
Includes:
- Monthly bookkeeping and transaction categorization
- Bank and account reconciliation
- Monthly Profit & Loss and Balance Sheet
- CPA-ready year-end financial package
- Keeper client portal access
THE PORTFOLIO
For the active investor managing multiple doors, deals, and entities.
You’re scaling — multiple properties, multiple LLCs, and financials that need to be organized by deal and by door, not just by month. The Portfolio tier delivers property-level and deal-level clarity so you always know what’s working.
Best For:
Landlords with 10–25 doors, active Flippers, or Wholesalers building volume
Transaction Limit:
Up to 150
transactions/month
Starting at:
$750/month
Includes:
- Everything in The Foundation
- Property-level and deal-level income and expense tracking
- Multi-entity bookkeeping support
- Monthly Portfolio Performance Report
- Quarterly advisory touchpoint
THE INVESTOR
For the sophisticated investor running a full-scale operation.
You’re managing high transaction volume across multiple entities, active rehab projects, and a growing portfolio. Your books need to reflect the full complexity of what you’re building — and be ready for your CPA at any moment.
Best For:
High-volume Wholesalers, active Flippers with multiple projects, or Landlords with 25+ doors
Transaction Limit:
150+
transactions/month
Starting at:
$1,000/month
Includes:
- Everything in The Portfolio
- High-volume transaction management
- Rehab cost and project-level tracking (Flippers)
- Assignment fee and closing cost tracking (Wholesalers)
- Monthly Portfolio Financial Review Call
- Priority response and communication
- End-of-year CPA coordination and package delivery
WHY CYNERGY?
Transparent pricing
No mystery. You know what you're paying and what you're getting before you sign anything.
Responsive by design
You'll never wonder if we got your message. We respond within 24 hours, every time.
CPA-Liaison included
We speak accountant. When your CPA needs something, we deliver it clean and complete.
