White-label accounting for real estate investor clients and their CPAs

Investors often hold properties in separate companies, each with its own bank account and lender. Higher HelloBooks plans support multi-entity books, so every LLC keeps clean records while your firm console shows each company’s month-end close status and the items waiting for review in a single list.

AI categorisation handles recurring rent deposits, utility bills and insurance premiums. Bank reconciliation lines up mortgage payments with statements, and your staff split principal and interest during review. When an investor asks how the duplex performed, you open that company and produce a branded report instead of rebuilding a workbook.

• Separate books for each property company
• Recurring rent and expense categorisation
• Loan payment review with principal and interest splits
• Property-level reports on your firm’s templates

The hardest lines in an investor’s month are the ones that could be a repair or an improvement. HelloBooks puts them in your review queue with the vendor bill attached, so a senior accountant decides the treatment. Your firm stays responsible for capitalisation choices, depreciation schedules and any tax positions taken for the client.

Clients can upload statements for accounts that do not connect, and your team reconciles them with the rest. Because staff seats are unlimited with no per-seat charges, the junior bookkeeper can process rent rolls while the manager reviews improvements, and your cost to HelloBooks does not change.

Each property company stays on a published HelloBooks plan, and your firm receives a firm discount on every one. HelloBooks bills only the firm. You charge the investor your own fee, perhaps per entity, per door or as a flat portfolio package, and HelloBooks never appears on their invoice.

Your firm owns the client data and can export it whenever an investor sells, refinances or needs a lender package. Founding firms are being accepted now, which suits real estate practices ready to put their portfolio bookkeeping on a platform that carries their brand.

One flat license covers your brand, unlimited staff and the firm console. Your clients stay on published HelloBooks plans, and your firm gets 20% off each one. Founding firms go live first on a firm subdomain; your own domain and email from your domain follow at full launch.