Step 1
Intro call
A qualification call about your portfolio, entities, and current setup — with the people who will actually run your books.
Ledgre CPA
A real estate CPA runs your books — and your tax strategy.
Everything in Ledgre Pro, done for you by a dedicated CPA who specializes in rental portfolios. Agents do the daily bookkeeping; your CPA keeps the books clean year-round and tells you the moves before tax season.
$850/mo — launch pricing, any portfolio size
Annual agreement, billed monthly
Book a callBuilt for real operators
Ledgre CPA is for owners and property managers who'd rather hand the whole thing — books and tax strategy — to one dedicated expert. If you're juggling a bookkeeper, QuickBooks, or spreadsheets, plus a year-end CPA scramble, this replaces all of it.
What you get every month
Transactions categorized and posted continuously
Your CPA reviews and closes the books every month
Per-property and per-entity P&L, portfolio-level reports
Schedule E-ready books, all year
Exception questions batched to you — nothing more
Proactive tax strategy: cost seg, depreciation, entity setup
The honest comparison
| Comparison criteria | Staffed bookkeeper | Traditional CPA firm | DIY software | Ledgre CPA |
|---|---|---|---|---|
| Monthly cost | $1,000+ | $$$, often annual | Your evenings | $850 launch pricing |
| Who does the work | A person you manage | Their staff, their queue | You | AI agents + your CPA |
| CPA on the account | No | Yes | No | Yes — included |
| Strategic advice | No | Billed hourly | No | Included — year-round access |
| Monthly close | Sometimes | Usually annual | Rarely happens | Every month |
How onboarding works
Step 2
We take over your books
Connect banks, cards, loans, and your property system. We pick up from your last close — bringing over what's needed to run your books from there, not years of history to re-process.
Step 3
First monthly close
Your CPA reviews and closes the first full month. From here on, closed books and reports arrive on schedule.
Step 4
Steady state
Agents handle the daily work, your CPA closes each month, and your question load drops to a short batched list.
Why $850/mo is possible
Agents automate the bulk of the bookkeeping on a real double-entry ledger with a full audit trail. Your CPA's time goes to judgment — finding deductions, closing the books, and planning your next move — not data entry. That's why a CPA-run service can cost less than a staffed bookkeeper.
Book a call
A 20-minute qualification call about your portfolio — no pitch deck, just your books.
Common questions
How does the agreement work?
Ledgre CPA is a 12-month agreement billed monthly at $850/mo — launch pricing, any portfolio size. Your CPA runs the books as an ongoing service: onboarding sets your books up from your last close, then they're kept clean and closed every month.
I have a bookkeeper (or years of QuickBooks). What happens to that?
We take over from your last clean close. During onboarding we connect your accounts and bring over what's needed to run your books from that point forward — we don't stretch back years to re-process old history. If you're paying a bookkeeper $1,000+ a month today, Ledgre CPA typically costs less and puts a real estate CPA on your account instead.
How much of my time does this need?
Minutes, not hours. The agents and your CPA do the work; anything that genuinely needs your context arrives as a short batched list of one-tap questions. You get reports and closed books, not tasks.
Is my financial data secure?
Yes. Bank-level 256-bit SSL encryption, SOC 2 Type II certified providers like Plaid for bank connections, full audit trail on every change, and you own your data.