Professional property management services in Roseville and Placer County

Financial Management & Reporting

Live Ledger transparency for every property

Automated rent collection, real-time financial visibility, tax-ready summaries, and reserve controls so you always know where funds stand.

Monthly statements by the 5th
Year-end summaries
No hidden fees

Transparency You Can Plan Around

Real-time access + disciplined controls

Owners shouldn’t guess about cash flow or expenses. Live Ledger access shows every transaction, document, and approval threshold in real time. Monthly statements and year-end summaries arrive organized and ready for filing.

Owner reviewing financial reports

Real-Time Visibility

Every transaction, receipt, and note in one place.

  • Live Ledger access 24/7
  • Digital receipts and invoices stored with each line item

Cash Flow Discipline

Clear thresholds and reserves protect liquidity.

  • Automated ACH collection and same-day owner disbursements
  • Owner-set approval limits for maintenance and capex

Tax-Ready by Default

Organized categories and summaries at year-end.

  • Monthly statements by the 5th with categorized expenses
  • Year-end summaries and docs to streamline filing

Financial transparency is included in Full-Service Management—no extra fees, no maintenance markups, just clear books.

Talk Reporting & Controls
Financial charts on a laptop

Know Your Numbers, Make Better Decisions

Visibility for renewals, capex, and taxes

Transparent books make it easier to time renewals, plan capex, and file taxes without surprises. With reserves and approval thresholds set, you maintain control while we handle the execution and documentation.

24/7
Live Ledger access
5th
Monthly statements delivered
$0
Hidden fees or maintenance markups

Financial Management FAQs

Reporting, approvals, and payouts

Still have questions? We're here to help.

Schedule Free Consultation
Property management consultation

Want Clarity on Your Rental Finances?

See how Live Ledger and disciplined controls keep you informed.

Real-time ledger
Tax-ready reporting
Owner approval thresholds