Monthly Financial Reports for Real Estate Professionals

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Clear, Timely Reports That Keep You Informed and In Control

When you're managing investment properties, the numbers matter. At REI Accountants, we provide consistent, easy-to-read financial reports so you always know how your business is performing.


Our real estate financial reporting services are built around monthly Profit & Loss (P&L) statements, updated records, balance sheet, and organized data — all delivered by the 10th of each month.


No delays. No guessing. Just clarity.

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Built for Real Estate Businesses of All Sizes

Whether you manage one rental or dozens, we scale with you. Our real estate clients include:

  • Landlords and rental property owners
  • House flippers and rehabbers
  • Multi-unit and mixed-use property investors

We also offer cleanup services for those who need help getting caught up before switching to weekly categorization.

What You’ll Receive Each Month

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Profit & Loss (P&L) Statements

Each month, you’ll receive a real estate-specific P&L report that breaks down:

  • Income from rental units or property sales
  • Operating and maintenance expenses
  • Net profit or loss
  • Categorized expenses (materials, repairs, services, etc.)

Balance Sheet

A detailed balance sheet showing your assets, liabilities, and equity, giving you a complete view of your financial position.

Bank Reconciliation

We ensure your financial reports match your actual bank and credit card statements — every time.

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FAQs – Financial Reporting

  • When will I receive my monthly report?

    You’ll receive your full Profit & Loss report and Balance Sheet by the 10th of each month, guaranteed.


  • Do you separate reports by property?

    Yes. We can break down financials by property or provide consolidated reports depending on your needs.

  • Are reports formatted for tax filing?

    Yes. Our reports are designed to be CPA-friendly and include everything you need for year-end prep.

  • Can I request custom reports?

    Absolutely. We’re happy to generate custom reports or breakdowns as needed.

  • What’s the benefit of monthly reports vs. quarterly?

    Monthly reports give you quicker insights and allow you to course-correct if needed. Quarterly reports often come too late to make meaningful changes.

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Brian L., Colorado Investor

"Marc provides reports that actually make sense. I used to dread monthly numbers — now I feel in control and ahead of the game."

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Investors need real-time visibility to make smart financial decisions. Our reporting helps you:

  • Evaluate property performance
  • Prepare for tax season with clean, organized data
  • Spot trends in income or expenses
  • Improve cash flow forecasting
  • Communicate clearly with CPAs, partners, or lenders
  1. Weekly Categorization – We track every income and expense transaction.
  2. Monthly Reconciliation – All bank and credit accounts are reconciled to ensure data accuracy.
  3. P&L Delivery by the 10th – You receive a detailed report you can use immediately.

We also maintain clean, accessible records year-round, so you're always ready for audits, lender requests, or tax filing.

Your monthly reports are included in our standard bookkeeping and accounting services. We charge:

  • Hourly for the first 1–2 months to assess your business
  • Then shift to a flat monthly fee



There are no extra charges for reporting — it’s part of our full-service package.

Get Reports That Actually Help You Grow

With REI Accountants, you’ll always know where your business stands.
Call (719) 355-8662 or email marc@bookkeepingpeaceofmind.com to start getting the reports your real estate business deserves.