Property and entity structure
Daxable maps the available records to an agreed property and entity structure and documents owner, intercompany, and shared activity that still needs a decision.
Daxable organizes real estate books around properties, entities, owners, rental and flip activity, settlements, debt, security deposits, management fees, and the operating records needed for monthly reporting and CPA handoff.
Starting at $299 per month. Properties, entities, accounts, volume, systems, current-book condition, and reporting detail shape the final scope.
Daxable maps the available records to an agreed property and entity structure and documents owner, intercompany, and shared activity that still needs a decision.
The workflow can keep ongoing rental operations distinguishable from renovation and sale projects so management can review each business model without Daxable deciding tax treatment.
Settlement statements, lender activity, bank records, and the property ledger are tied into a management-use workpaper for the client and CPA.
Where applicable, the adjusted trust bank, trust control account, and owner or property subledgers can be tied at the same cutoff date with exceptions documented.
Daxable can maintain supporting schedules and management-use reports from the client-approved property, entity, debt, and cash records.
Discovery determines which system owns each record and which client-provided reports or exports can be reconciled. Daxable is independent of AppFolio and makes no universal integration claim.
Daxable bookkeeping starts at $299 per month. The final price depends on properties, entities, accounts, volume, source systems, cleanup, and reporting requirements.
Yes, when the records and QuickBooks setup support that structure. Discovery determines whether classes, locations, projects, or separate company files are appropriate.
Daxable preserves asset and transaction records and applies a client- or CPA-approved bookkeeping policy. The qualified tax professional determines depreciation and tax classification.
Daxable can maintain and reconcile the bookkeeping records where applicable, but does not certify state-specific legal or regulatory compliance.
Daxable provides bookkeeping and management-use reporting. Tax, legal, cost-segregation, 1031-exchange, appraisal, audit, attest, securities, and investment work remains outside scope.
We will review the current workflow, explain the right level of support, and scope the work before you commit.