Bookkeeping for Real Estate Investors & Agents in Florida
Rental income, property depreciation, commission splits, and 1031 exchanges — Florida real estate has its own financial language. Beyond Insite speaks it fluently.
The Real Estate Bookkeeping Problem
Real estate investing creates an accounting structure that generic bookkeepers aren't equipped to handle. Each property is effectively its own profit center — with its own income, expenses, depreciation schedule, and financing — and lumping everything together destroys the visibility you need to make smart portfolio decisions.
Florida adds additional complexity: the state is one of the most active short-term rental markets in the country, 1031 exchanges are common among active investors, and the Orlando corridor has unique dynamics for Airbnb and VRBO operators in the tourism zone.
Beyond Insite sets up your books to give you a property-by-property picture — so you know which assets are performing, what your real depreciation basis is, and what your lenders and partners need to see.
Real Estate-Specific Challenges We Handle
- ✅ Rental property income & expense tracking per property
- ✅ Security deposit accounting
- ✅ Depreciation schedule maintenance
- ✅ Commission income tracking for agents (1099)
- ✅ Property management company bookkeeping
- ✅ Short-term rental (Airbnb / VRBO) accounting
- ✅ 1031 exchange documentation support
What We Handle for Real Estate Clients
Purpose-built bookkeeping for individual investors, real estate agents, property management companies, and short-term rental operators in Florida.
Property-by-Property P&L
We set up your books with a separate class or location for each property — so you get an individual income statement per asset and a consolidated portfolio view. Know which properties earn and which ones don't.
Depreciation Schedule Maintenance
We maintain your depreciation schedules across your portfolio — residential, commercial, improvements, and personal property — and ensure your books match what your CPA needs for tax prep.
Short-Term Rental Accounting
Airbnb and VRBO payouts, platform fees, cleaning costs, and Florida tourist development tax — we handle the full accounting picture for short-term rental operators in the Orlando tourism corridor.
Agent Commission & 1099 Accounting
Track commission income, splits, referral fees, and business expenses for real estate agents. We handle 1099 preparation for contractors and make sure your Schedule C is clean at year-end.
Financial Statements for Lenders & Partners
Monthly P&Ls by property, portfolio-level cash flow summaries, and year-end financial statements in the format lenders and equity partners need to review performance and approve new financing.
QuickBooks for Real Estate
We configure QuickBooks for real estate investors — class-based tracking by property, integration with property management software, and payroll for property management staff.
Real Estate Clients We Work With
Individual Investors
Single-family and multi-family rental investors who need property-by-property reporting, depreciation tracking, and clean financials for refinancing or 1031 exchanges.
Real Estate Agents
Florida-licensed agents who need commission income tracking, business expense management, quarterly estimated taxes, and 1099 preparation for the professionals they refer work to.
Property Management Companies
Property managers handling trust accounts, owner distributions, maintenance vendor payments, and multi-owner reporting who need clean books and reliable monthly owner statements.
Short-Term Rental Operators
Airbnb and VRBO hosts in the Orlando tourism corridor who need platform reconciliation, Florida tourist development tax compliance, and seasonal cash flow planning.
Why Real Estate Clients Choose Beyond Insite
QuickBooks Gold-Certified ProAdvisor
We configure QuickBooks specifically for real estate — property classes, depreciation tracking, and the reporting structure your lenders and partners expect.
AI-Powered, Human-Reviewed
AI handles routine transaction categorization across your portfolio — so your bookkeeper focuses on property-level analysis, depreciation schedules, and cash flow planning.
Florida Real Estate Expertise
Based in Altamonte Springs, we understand Florida's real estate market — the Orlando tourism corridor, short-term rental regulations, and Florida-specific tax treatment for property owners.
Verified on GoodAccountants.com
Gregory Neely is a verified accounting professional on GoodAccountants.com — trusted by small business owners nationwide.