One flat rate. Unlimited potential.

Transparent pricing with no hidden fees or long-term contracts. 

Choose a plan to power your next investment.

Real Estate Investor Price List

Software Requirement: 

To ensure full functionality and reporting accuracy, all service tiers require a QuickBooks Online Plus or Advanced subscription.

APEX Managed Subscription

We manage the subscription for you, bundling the software cost directly into your monthly bookkeeping fee for a single, streamlined payment.

 

Investor Lite Package

For Investors with 1-5 Properties – with APEX Managed QBO Subscription
$ 489 .00 / Month
  • Transactions: Up to 150 per month
  • Reporting: Monthly P&L/Balance Sheet
  • Reconciliations: Three Accounts total
  • Support: Email (2-3 day)
  • Add-ons available as needed
Take Action

Cancellation requires 90 days notice

Portfolio Builder Package

For Investors with 6-10 Properties – with APEX Managed QBO Subscription
$ 849 .00 / Month
  • Transactions: Up to 500 per month
  • Reporting: Detailed-Property Level
  • Reconciliations: Six Accounts Total
  • Support: Priority (1-2 day)
  • Add-ons available as needed
Take Action

Cancellation requires 30 day notice

Portfolio Pro Package

For Investors with 11+ Properties – with APEX Managed QBO Subscription
$ 1379 .00 / Month
  • Transactions: Unlimited
  • Reporting: Full Year-End Package
  • Reconciliations: Three Accounts total
  • Support: Dedicated Manager
  • Add-on Services: Included
Take Action

Cancellation requires 5 days notice

External Subscription

You maintain your own QuickBooks subscription and provide us with Accountant Access.

 

Investor Lite Package

For Investors with 1-5 Properties – Client-owned, bookkeeper-accessed QBO
$ 399 .00 / Month
  • Transactions: Up to 150 per month
  • Reporting: Monthly P&L/Balance Sheet
  • Reconciliations: Three Accounts total
  • Support: Email (2-3 day)
  • Add-ons available as needed
Take Action

Cancellation requires 90 days notice

Portfolio Builder Package

For Investors with 6-10 Properties – Client-owned, bookkeeper-accessed QBO
$ 759 .00 / Month
  • Transactions: Up to 500 per month
  • Reporting: Detailed-Property Level
  • Reconciliations: Six Accounts Total
  • Support: Priority (1-2 day)
  • Add-ons available as needed
Take Action

Cancellation requires 30 day notice

Portfolio Pro Package

For Investors with 11+ Properties – Client-owned, bookkeeper-accessed QBO
$ 1299 .00 / Month
  • Transactions: Unlimited
  • Reporting: Full Year-End Package
  • Reconciliations: Three Accounts total
  • Support: Dedicated Manager
  • Add-ons: Included
Take Action

Cancellation requires 5 days notice

One-Time and A la Carte Services

 
  • Tax Preparation and Filing starts at: $1500 (Detailed review by CPA required for accurate quote)
  • All Packages Require Initial One-Time Quickbooks online Entity Set up Fee for all Packages: $600-$1500
  • Annual 1099 Preparation: +$100
  • Budgeting and Cash Flow Forecasting: +$100/Month
  • Monthly Rent roll and Vacancy Reporting (Investor Managed Portfolio): $75 per five properties
Click to Download Detailed Real Estate Investor Package and Ad-On Services Price List
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