No jargon, no guessing games. Here's exactly what happens from your first call to your first reconciled month.

Our process

A simple process for better STR bookkeeping

The workflow: Reservations → Owner Statements → Payouts → Bank Reconciliation → QuickBooks Reporting.

Each month, your books are reconciled and reviewed so you have accurate financial information to run — and grow — your business.

Monthly Financial Reporting

05

Once everything is organized, we establish a repeatable monthly workflow that connects reservations to owner statements to payouts to bank reconciliation to QuickBooks reporting.

Build Your Monthly Process

04

If the books are behind or contain errors, we identify exactly what needs correcting before monthly bookkeeping begins — so we're building on solid ground.

Identify Cleanup Needs

03

We review every system involved in your financial process — QuickBooks Online, Airbnb, Hostaway, Clearing, bank accounts, credit cards, owner statements, and existing reports.

Review Your Bookkeeping Setup

02

Current system

Platforms

Owners

Properties

We start by learning about your business — how many properties, whether you own or manage them, how many owners, your booking platforms, and your current bookkeeping challenges.

Book a Discovery Call

01

The first step is a conversation. Let's talk about where things stand today.

Ready to build your process?