Pro - 16 to 30 units
Designed for small property management businesses or investors with more complex portfolios
Advanced Management
Building on the Growth plan, we’ll track contractor and vendor payments, assist with 1099 preparation, monitor loan and mortgage balances including principal vs. interest, and format owner statements for clients if needed.
Performance Insights
You’ll receive quarterly performance check-ins to review portfolio metrics, along with a custom chart of accounts if your operation requires more tailored reporting.
Premium Support
Enjoy direct access to your accountant via Slack or phone for quick questions or discussions, offering the highest level of responsiveness and support.