Investor education

Bookkeeping insights for real estate operators

Browse practical posts by topic and jump to the guidance most relevant to your current stage of growth.

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Illustration of a locked glass box holding cash beside a house key, separate from an open cash drawer

8/11/2026 · real estate investing, bookkeeping basics, landlords

Security deposits are not income — how to book them right

A tenant's deposit is money you owe back, not money you earned. The liability setup, the move-out entries, and the state-rule wrinkle that decides where the cash has to sit.

Illustration of statements flowing across a bridge between two bank buildings over a small house

8/6/2026 · bookkeeping basics, real estate investing

How do you switch banks without wrecking your books?

Bank changes — voluntary or from an acquisition — break feeds, orphan auto-payments, and blur reconciliations. The overlap-period playbook that keeps the books clean through the move.

Illustration of a document in puzzle pieces being reassembled beside bank statements and a house

8/4/2026 · bookkeeping basics, real estate investing, taxes

What do you do when a loan has no paperwork?

Payments going out every month, no note, no amortization schedule, no statements — how a bookkeeper reconstructs an undocumented loan and gets the balance sheet telling the truth.