Our Services
Standardized Bookkeeping.
Executed Every Month.
We sell execution, not thinking. The same clean process, every month — AI-enabled behind the scenes, human accountability in front. Flat pricing. No surprises. No custom work.
Why Coliving Bookkeeping
We Execute. You Scale.
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Niche Expertise
100% focused on coliving. We understand platform fees, room-level accounting, and RUBS like no generalist bookkeeper.
⚡
Fast Onboarding
Get set up in 3–5 business days. We connect to your accounts and get caught up fast.
📉
Flat Predictable Pricing
No surprises. Flat monthly pricing based on your portfolio size, not hours.
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Dedicated Bookkeeper
One point of contact who knows your portfolio inside and out.
Software We Master
Coliving Software Experts
We're fluent in every major coliving and property management platform.
PadSplit
RentRedi
Stessa
QuickBooks
Xero
Buildium
AppFolio
Our Process
How It Works — 3 Simple Steps
Connect & Onboard
You share QBO access, your PMS login, and bank feeds. We apply the standardized chart of accounts, run cleanup if needed, and activate your Stripe subscription before any work begins.
We Handle the Books
Bank reconciled. Credit cards reconciled. Revenue matched to PMS. Expenses categorized. Balance sheet reviewed. Exceptions flagged. Same sequence, every month, without fail.
Review & Grow
Your standard report package is delivered via ticket. Clean P&L, balance sheet, and any flagged exceptions. No calls required — unless you've added the Operator Reporting Package.
Meet the Team
The Experts Behind Your Books
Loni Lebanoff
CEO & Chair
Sets the guardrails, approves pricing, and owns strategic direction. Loni's focus is on building a standardized, scalable bookkeeping operation that coliving operators can rely on.
Amber
Amber
Owns operations, onboarding, client enforcement, and team capacity. Amber built the intake process, manages the acceptance criteria, and ensures every client gets the same high-quality experience.
Muhammad
Lead Bookkeeper & QA
Owns the standardized chart of accounts, QA process, and AI workflow. Muhammad reviews every month-end close, enforces error thresholds, and trains bookkeepers on the SOP.
Curt
CFO & Strategy
Leads unit economics, margin modeling, and the Elite CFO Advisory tier. Curt ensures the business runs at target margins and leads invitation-only advisory engagements for qualifying operators.
Add-On Services
Customize Your Plan
Every base plan can be enhanced with add-ons. Add only what you need — nothing you don’t.
SKU 1
Cleanup Activation
Get your books clean and system-ready before monthly bookkeeping begins. Required for all new clients starting with disorganized books.
1× monthly subscription — paid upfront
SKU 2
Cleanup / Catch-Up
Months or years behind? We get you fully caught up before your monthly subscription kicks in. Scoped per project.
2× monthly subscription or $125/hr — paid upfront
SKU 3
Premium Bookkeeping
Faster monthly closes, investor-ready report formatting, and priority response time. One entity, one reporting set.
Add-on to any base plan — ask for quote
SKU 4
Operator Reporting Package
Per-property P&L, revenue per room, occupancy %, vacancy tracking, 90-day cash flow projection, and unit economics dashboard.
Starting at $200/mo — up to $500/mo
SKU 5 — Invitation Only
Elite CFO Advisory
Growth modeling, capital strategy, investor reporting, debt planning, distribution modeling, and exit preparation. Never bundled with bookkeeping.
Under 50 beds: $750/mo (4 hrs/mo)
50–100 beds: $1,250/mo (6 hrs/mo)
100+ beds: Custom — 8 hrs/mo
SKU 6
Tax Coordination
Tax-ready books, CPA coordination, adjusting entries tracking, and year-end financial packages. We prepare everything your CPA needs — they file, we deliver.
Add-on to any base plan — ask for quote
Not Sure Which Add-Ons You Need?
Fill out our quick quote form and we’ll recommend the right combination for your portfolio size and goals.
Pricing Plans
The Experts Behind Your Books
Launch
Launch Plan
For operators with 1–25 beds
Starting at $325/mo
✓ Monthly reconciliations (1 bank + 1 platform)
✓ Standard P&L & Balance Sheet
✓ Income categorization by property
✓ Quarterly tax-ready review
✓ Email support (5 tickets/month)
—AR monitoring & failed payment tracking
—KPI dashboard
—Budget vs. actual reporting
—Monthly review call
Operator
Most Popular
Operator Plan
For operators with 25–70 beds
Starting at $625/mo
Everything in Launch, plus:
✓Full bank & platform reconciliations
✓AR monitoring & failed payment tracking
✓Security deposit liability reconciliation
✓KPI dashboard (rev/bed, occupancy, margin)
✓Budget vs. actual reporting
✓Vendor payment tracking
✓Monthly review call
✓1099 tracking
Portfolio
Portfolio Plan
For operators with 50+ beds
Starting at $1,050/mo
Everything in Operator, plus:
✓3–6 month cash flow forecast
✓Advanced KPI & multi-entity comparison
✓Investor reporting package
✓Intercompany accounting
✓Payroll oversight
✓Utility allocation modeling
✓Partner capital account reconciliation
✓Quarterly strategy session
🚀 All new clients start with a Systems Activation — we get your books clean and set up correctly from day one.
Over 100 beds? Enterprise pricing available. Add-ons include payroll, bill pay, sales tax filing, and Elite CFO Advisory.
Key Service Area
Everything We Handle for You
📥 Transaction Management
✓ Monthly Reconciliation
✓ Bank Feeds & Categorization
✓ Credit Card Reconciliation
✓ Platform Fee Accounting
✓ Security Deposit Tracking
✓ Rent Roll Reconciliation
📊 Reporting & Analysis
✓ P&L Per Property
✓ Cash Flow Statements
✓ Owner Draw Tracking
✓ Year-End Financials
✓ Budget vs Actuals
✓ Custom KPI Dashboards
⚙️ Setup & Advisory
✓ QuickBooks Setup
✓ Chart of Accounts Build
✓ Entity Structure Consulting
✓ Tax-Ready Books
✓ Catch-Up Bookkeeping
✓ Software Migration Support