Download Your Year-End Real Estate
Bookkeeping Checklist

“Gita has saved me seven hours, and my CPA bill is 25% less.”

Sarah A., Miami, FL

 If you own rentals, flips, or short-term rentals, year-end can feel messy fast. This simple checklist shows you exactly what to gather, what to clean up, and what to review so you can see which properties actually made you money this year.

Enter your name and email to get the Year-End Real Estate Bookkeeping Checklist as a PDF

What’s inside the checklist

You’ll get a one-page, real-estate-focused checklist to help you:
  • Gather the right bank, credit card, loan, and closing documents
  • Clean up uncategorized and mixed personal/business transactions
  • Assign income and expenses to the correct property or project
  • Double-check loans, equity, and partner draws so your balance sheet makes sense
  • Get tax-ready with clean, simple reports your CPA can actually use
Use it once a year… or anytime you want to clean up your books.
After you download the checklist, I’ll also show you optional next steps if you want help doing this inside QuickBooks—like my real estate QuickBooks and cleanup courses.

Questions you might have

Do I need QuickBooks to use this?

No. The steps work with any bookkeeping system. If you do use QuickBooks, you will be one step ahead when you are ready to go deeper.

 How will I receive the checklist?

After you enter your name and email, you will get a link to download the PDF so you can save it, print it, or share it with your bookkeeper.

Is this really free?

Yes. The Year-End Real Estate Bookkeeping Checklist is completely free. If you decide you want more help, you can explore the courses and services I recommend after you download it.